Independence Advisors’s ExxonMobil XOM Stock Holding History

Independence 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 Q3	$267K	Buy	7,769 +112	+1%	+$4.58K	0.06%	79
2020 Q2	$342K	Sell	7,657 -649	-8%	-$29.1K	0.08%	60
2020 Q1	$315K	Sell	8,306 -345	-4%	-$19K	0.09%	57
2019 Q4	$604K	Buy	8,651 +64	+0.7%	+$4.43K	0.15%	47
2019 Q3	$606K	Sell	8,587 -600	-7%	-$43.4K	0.15%	46
2019 Q2	$704K	Buy	9,187 +263	+3%	+$20.4K	0.18%	43
2019 Q1	$721K	Buy	8,924 +170	+2%	+$13K	0.2%	44
2018 Q4	$597K	Sell	8,754 -274	-3%	-$21.5K	0.2%	43
2018 Q3	$768K	Buy	9,028 +503	+6%	+$41.1K	0.23%	38
2018 Q2	$705K	Buy	8,525 +3	+0%	+$239	0.23%	38
2018 Q1	$636K	Sell	8,522 -78	-0.9%	-$6.24K	0.21%	39
2017 Q4	$719K	Sell	8,600 -149	-2%	-$12.3K	0.24%	36
2017 Q3	$717K	Sell	8,749 -475	-5%	-$37.7K	0.29%	32
2017 Q2	$745K	Sell	9,224 -100	-1%	-$8.18K	0.3%	31
2017 Q1	$765K	Buy	9,324 +105	+1%	+$8.77K	0.32%	31
2016 Q4	$832K	Sell	9,219 -182	-2%	-$15.9K	0.37%	29
2016 Q3	$821K	Buy	+9,401	New	+$834K	0.39%	29

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Independence Advisors's XOM Position: Q3 2020 in Review

Independence Advisors increased its ExxonMobil (XOM) stake by 1.5% in Q3 2020, buying an estimated $4.58K and bringing the position to 7,769 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #79.

Independence Advisors first reported a position in XOM in Q3 2016 and has held it in 17 quarters since. The position peaked at $832K in Q4 2016. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Independence Advisors held 7,769 shares of ExxonMobil worth $267K as of Q3 2020.
Independence Advisors bought 112 ExxonMobil shares in Q3 2020, an estimated $4.58K.
ExxonMobil made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #79 holding.
Independence Advisors first reported a position in ExxonMobil in Q3 2016 and has held it in 17 quarters since.
Independence Advisors's ExxonMobil position peaked at $832K in Q4 2016.
2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.