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Independent Portfolio Consultants’s ExxonMobil XOM Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$915K Sell
11,339
-118
-1% -$9.65K 0.38% 59
2017
Q1 		$940K Sell
11,457
-845
-7% -$70.6K 0.32% 94
2016
Q4 		$1.11M Sell
12,302
-1,178
-9% -$103K 0.37% 71
2016
Q3 		$1.18M Sell
13,480
-300
-2% -$26.6K 0.37% 72
2016
Q2 		$1.29M Buy
13,780
+4,590
+50% +$406K 0.41% 56
2016
Q1 		$768K Sell
9,190
-15
-0.2% -$1.2K 0.21% 143
2015
Q4 		$718K Sell
9,205
-3,170
-26% -$253K 0.21% 140
2015
Q3 		$920K Buy
12,375
+780
+7% +$60.1K 0.2% 145
2015
Q2 		$965K Buy
11,595
+1,124
+11% +$96.6K 0.19% 168
2015
Q1 		$890K Buy
10,471
+536
+5% +$47.5K 0.18% 164
2014
Q4 		$918K Buy
9,935
+5,360
+117% +$500K 0.18% 163
2014
Q3 		$430K Buy
4,575
+1,975
+76% +$197K 0.12% 267
2014
Q2 		$262K Sell
2,600
-1,305
-33% -$132K 0.07% 403
2014
Q1 		$381K Sell
3,905
-850
-18% -$81K 0.12% 315
2013
Q4 		$481K Buy
4,755
+1,635
+52% +$151K 0.17% 244
2013
Q3 		$268K Sell
3,120
-280
-8% -$25.2K 0.11% 380
2013
Q2 		$307K Buy
+3,400
New +$306K 0.14% 319

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Independent Portfolio Consultants's XOM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its ExxonMobil (XOM) stake by 1% in Q2 2017, selling an estimated $9.65K and leaving 11,339 shares worth $915K. The position accounts for 0.38% of the portfolio, ranked #59.

Independent Portfolio Consultants first reported a position in XOM in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.29M in Q2 2016. 2,212 funds tracked by Wall St. Rank hold XOM as of Q2 2017.

  • Independent Portfolio Consultants held 11,339 shares of ExxonMobil worth $915K as of Q2 2017.
  • Independent Portfolio Consultants sold 118 ExxonMobil shares in Q2 2017, an estimated $9.65K.
  • ExxonMobil made up 0.38% of Independent Portfolio Consultants's portfolio in Q2 2017, its #59 holding.
  • Independent Portfolio Consultants first reported a position in ExxonMobil in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's ExxonMobil position peaked at $1.29M in Q2 2016.
  • 2,212 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.