JMH
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J.M. Hartwell’s ExxonMobil XOM Stock Holding History

J.M. Hartwell’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
2019
Q3 		$5M Sell
70,826
-1,000
-1% -$72.3K 0.89% 16
2019
Q2 		$5.5M Sell
71,826
-1,000
-1% -$77.4K 1.02% 15
2019
Q1 		$5.88M Sell
72,826
-761
-1% -$58K 1.07% 16
2018
Q4 		$5.02M Sell
73,587
-212
-0.3% -$16.6K 1.04% 16
2018
Q3 		$6.27M Sell
73,799
-407
-0.5% -$33.3K 1.09% 17
2018
Q2 		$6.14M Hold
74,206
– – 1.11% 18
2018
Q1 		$5.54M Sell
74,206
-663
-0.9% -$53K 1.04% 17
2017
Q4 		$6.26M Sell
74,869
-837
-1% -$69.2K 1.18% 17
2017
Q3 		$6.21M Buy
75,706
+663
+0.9% +$52.6K 1.21% 18
2017
Q2 		$6.06M Hold
75,043
– – 1.26% 17
2017
Q1 		$6.15M Sell
75,043
-5,255
-7% -$439K 1.34% 17
2016
Q4 		$7.25M Buy
80,298
+173
+0.2% +$15.1K 1.79% 18
2016
Q3 		$6.99M Sell
80,125
-1
-0% -$89 1.67% 16
2016
Q2 		$7.51M Hold
80,126
– – 1.92% 15
2016
Q1 		$6.7M Hold
80,126
– – 1.62% 17
2015
Q4 		$6.25M Sell
80,126
-2,235
-3% -$179K 1.45% 18
2015
Q3 		$6.12M Hold
82,361
– – 1.4% 18
2015
Q2 		$6.85M Buy
82,361
+15,575
+23% +$1.34M 1.46% 20
2015
Q1 		$5.68M Hold
66,786
– – 1.22% 22
2014
Q4 		$6.17M Sell
66,786
-18,631
-22% -$1.74M 1.44% 19
2014
Q3 		$8.03M Sell
85,417
-3,285
-4% -$327K 1.88% 18
2014
Q2 		$8.93M Hold
88,702
– – 1.8% 18
2014
Q1 		$8.66M Sell
88,702
-1,709
-2% -$163K 1.79% 19
2013
Q4 		$9.15M Sell
90,411
-4,315
-5% -$399K 1.88% 19
2013
Q3 		$8.15M Sell
94,726
-390
-0.4% -$35.2K 1.83% 18
2013
Q2 		$8.59M Buy
+95,116
New +$8.56M 2.08% 17

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J.M. Hartwell's XOM Position: Q3 2019 in Review

J.M. Hartwell reduced its ExxonMobil (XOM) stake by 1.4% in Q3 2019, selling an estimated $72.3K and leaving 70,826 shares worth $5M. The position accounts for 0.89% of the portfolio, ranked #16.

J.M. Hartwell first reported a position in XOM in Q2 2013 and has held it in 26 quarters since. The position peaked at $9.15M in Q4 2013. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

  • J.M. Hartwell held 70,826 shares of ExxonMobil worth $5M as of Q3 2019.
  • J.M. Hartwell sold 1,000 ExxonMobil shares in Q3 2019, an estimated $72.3K.
  • ExxonMobil made up 0.89% of J.M. Hartwell's portfolio in Q3 2019, its #16 holding.
  • J.M. Hartwell first reported a position in ExxonMobil in Q2 2013 and has held it in 26 quarters since.
  • J.M. Hartwell's ExxonMobil position peaked at $9.15M in Q4 2013.
  • 2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.