Jackson Financial Management’s ExxonMobil XOM Stock Holding History

Jackson Financial Management’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	–	Sell	-5,450	Closed	-$418K	–	39
2019 Q2	$418K	Hold	5,450	–	–	0.27%	28
2019 Q1	$440K	Sell	5,450 -1,326	-20%	-$101K	0.29%	31
2018 Q4	$462K	Buy	6,776 +142	+2%	+$11.1K	0.51%	24
2018 Q3	$564K	Buy	6,634 +31	+0.5%	+$2.54K	0.45%	25
2018 Q2	$546K	Buy	6,603 +3,404	+106%	+$271K	0.49%	24
2018 Q1	$239K	Sell	3,199 -336	-10%	-$26.9K	0.22%	32
2017 Q4	$296K	Buy	+3,535	New	+$292K	0.27%	31

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jackson Financial Management's XOM Position: Q3 2019 in Review

Jackson Financial Management sold out of ExxonMobil (XOM) in Q3 2019, closing a stake of 5,450 shares — an estimated $418K sold.

Jackson Financial Management first reported a position in XOM in Q4 2017 and held it in 7 quarters. The position peaked at $564K in Q3 2018. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

Jackson Financial Management reported no remaining ExxonMobil position as of Q3 2019 after selling out during the quarter.
Jackson Financial Management sold 5,450 ExxonMobil shares in Q3 2019, an estimated $418K.
Jackson Financial Management first reported a position in ExxonMobil in Q4 2017 and held it in 7 quarters.
Jackson Financial Management's ExxonMobil position peaked at $564K in Q3 2018.
2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Jackson Financial Management's 13F filing for Q3 2019, filed 1 Nov 2019.