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XOM icon

IberiaBank’s ExxonMobil XOM Stock Holding History

IberiaBank’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
Q2 		$8.95M Sell
200,133
-22,185
-10% -$995K 1.05% 23
2020
Q1 		$8.44M Buy
222,318
+111,364
+100% +$6.15M 1.11% 26
2019
Q4 		$7.74M Sell
110,954
-40,576
-27% -$2.81M 0.81% 44
2019
Q3 		$10.7M Buy
151,530
+606
+0.4% +$43.8K 1.23% 26
2019
Q2 		$11.6M Buy
150,924
+41,618
+38% +$3.22M 1.27% 25
2019
Q1 		$8.83M Sell
109,306
-16,947
-13% -$1.29M 1.02% 31
2018
Q4 		$8.61M Buy
126,253
+4,620
+4% +$362K 1.12% 25
2018
Q3 		$10.3M Buy
121,633
+12,667
+12% +$1.04M 1.29% 15
2018
Q2 		$9.02M Buy
108,966
+4,075
+4% +$325K 1.56% 13
2018
Q1 		$7.83M Sell
104,891
-18,791
-15% -$1.5M 1.56% 10
2017
Q4 		$10.4M Buy
123,682
+432
+0.4% +$35.7K 1.63% 10
2017
Q3 		$10.1M Buy
123,250
+45,501
+59% +$3.61M 1.68% 11
2017
Q2 		$6.28M Buy
77,749
+1,788
+2% +$146K 1.87% 6
2017
Q1 		$6.23M Buy
75,961
+1,716
+2% +$143K 1.96% 5
2016
Q4 		$6.7M Buy
74,245
+3,670
+5% +$321K 2.45% 1
2016
Q3 		$6.16M Buy
70,575
+461
+0.7% +$40.9K 2.63% 1
2016
Q2 		$6.57M Buy
70,114
+4,367
+7% +$386K 2.89% 1
2016
Q1 		$5.5M Buy
65,747
+146
+0.2% +$11.7K 2.59% 1
2015
Q4 		$5.11M Buy
65,601
+2,787
+4% +$223K 2.3% 2
2015
Q3 		$4.67M Sell
62,814
-4,674
-7% -$360K 2.4% 2
2015
Q2 		$5.62M Buy
67,488
+16,869
+33% +$1.45M 2.51% 2
2015
Q1 		$4.3M Buy
50,619
+7,372
+17% +$654K 1.93% 3
2014
Q4 		$4M Buy
43,247
+1,600
+4% +$149K 2.18% 2
2014
Q3 		$3.92M Buy
41,647
+3,246
+8% +$323K 2.2% 2
2014
Q2 		$3.87M Buy
38,401
+1,267
+3% +$128K 2.16% 2
2014
Q1 		$3.63M Buy
37,134
+2,402
+7% +$229K 2.24% 2
2013
Q4 		$3.52M Sell
34,732
-3,118
-8% -$288K 2.3% 3
2013
Q3 		$3.26M Buy
37,850
+13,684
+57% +$1.23M 2.14% 5
2013
Q2 		$2.18M Buy
+24,166
New +$2.17M 1.65% 13

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IberiaBank's XOM Position: Q2 2020 in Review

IberiaBank reduced its ExxonMobil (XOM) stake by 10% in Q2 2020, selling an estimated $995K and leaving 200,133 shares worth $8.95M. The position accounts for 1.05% of the portfolio, ranked #23.

IberiaBank first reported a position in XOM in Q2 2013 and has held it in 29 quarters since. The position peaked at $11.6M in Q2 2019. 2,471 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

  • IberiaBank held 200,133 shares of ExxonMobil worth $8.95M as of Q2 2020.
  • IberiaBank sold 22,185 ExxonMobil shares in Q2 2020, an estimated $995K.
  • ExxonMobil made up 1.05% of IberiaBank's portfolio in Q2 2020, its #23 holding.
  • IberiaBank first reported a position in ExxonMobil in Q2 2013 and has held it in 29 quarters since.
  • IberiaBank's ExxonMobil position peaked at $11.6M in Q2 2019.
  • 2,471 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.