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Hochman Cole Investment Advisors’s ExxonMobil XOM Stock Holding History

Hochman Cole Investment Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,703
Closed -$367K – 126
2020
Q3 		$367K Sell
10,703
-1,987
-16% -$81.2K 0.18% 81
2020
Q2 		$568K Sell
12,690
-315
-2% -$14.1K 0.31% 59
2020
Q1 		$494K Buy
13,005
+2,277
+21% +$126K 0.34% 55
2019
Q4 		$749K Sell
10,728
-272
-2% -$18.8K 0.41% 54
2019
Q3 		$777K Buy
11,000
+376
+4% +$27.2K 0.49% 48
2019
Q2 		$814K Buy
10,624
+3
+0% +$232 0.49% 46
2019
Q1 		$858K Sell
10,621
-1,910
-15% -$146K 0.51% 46
2018
Q4 		$855K Buy
12,531
+377
+3% +$29.6K 0.59% 39
2018
Q3 		$1.03M Buy
12,154
+3
+0% +$245 0.64% 36
2018
Q2 		$1M Buy
12,151
+2
+0% +$159 0.66% 38
2018
Q1 		$907K Sell
12,149
-382
-3% -$30.5K 0.63% 41
2017
Q4 		$1.05M Buy
12,531
+16
+0.1% +$1.32K 0.66% 38
2017
Q3 		$1.03M Sell
12,515
-595
-5% -$47.2K 0.67% 38
2017
Q2 		$1.06M Buy
13,110
+17
+0.1% +$1.39K 0.73% 35
2017
Q1 		$1.07M Buy
13,093
+320
+3% +$26.7K 0.78% 36
2016
Q4 		$1.15M Buy
12,773
+23
+0.2% +$2.01K 0.84% 35
2016
Q3 		$1.11M Buy
12,750
+1,313
+11% +$116K 0.83% 37
2016
Q2 		$1.07M Sell
11,437
-286
-2% -$25.3K 0.88% 31
2016
Q1 		$980K Buy
11,723
+828
+8% +$66.3K 0.84% 34
2015
Q4 		$849K Buy
+10,895
New +$871K 0.72% 39

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hochman Cole Investment Advisors's XOM Position: Q4 2020 in Review

Hochman Cole Investment Advisors sold out of ExxonMobil (XOM) in Q4 2020, closing a stake of 10,703 shares — an estimated $367K sold.

Hochman Cole Investment Advisors first reported a position in XOM in Q4 2015 and held it in 20 quarters. The position peaked at $1.15M in Q4 2016. 2,553 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

  • Hochman Cole Investment Advisors reported no remaining ExxonMobil position as of Q4 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 10,703 ExxonMobil shares in Q4 2020, an estimated $367K.
  • Hochman Cole Investment Advisors first reported a position in ExxonMobil in Q4 2015 and held it in 20 quarters.
  • Hochman Cole Investment Advisors's ExxonMobil position peaked at $1.15M in Q4 2016.
  • 2,553 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.