Jacobus Wealth Management’s ExxonMobil XOM Stock Holding History

Jacobus Wealth 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
2017 Q3	$307K	Hold	3,745	–	–	0.08%	128
2017 Q2	$302K	Sell	3,745 -130	-3%	-$10.6K	0.08%	130
2017 Q1	$318K	Sell	3,875 -737	-16%	-$61.6K	0.09%	128
2016 Q4	$416K	Sell	4,612 -4,000	-46%	-$350K	0.12%	117
2016 Q3	$752K	Sell	8,612 -515	-6%	-$45.7K	0.22%	77
2016 Q2	$856K	Sell	9,127 -5,015	-35%	-$443K	0.26%	72
2016 Q1	$1.18M	Buy	14,142 +1,253	+10%	+$100K	0.35%	65
2015 Q4	$1M	Sell	12,889 -1,532	-11%	-$122K	0.29%	71
2015 Q3	$1.07M	Buy	14,421 +510	+4%	+$39.3K	0.31%	67
2015 Q2	$1.16M	Sell	13,911 -871	-6%	-$74.9K	0.29%	71
2015 Q1	$1.26M	Sell	14,782 -40	-0.3%	-$3.55K	0.32%	64
2014 Q4	$1.37M	Buy	14,822 +460	+3%	+$42.9K	0.36%	60
2014 Q3	$1.35M	Sell	14,362 -440	-3%	-$43.8K	0.37%	58
2014 Q2	$1.49M	Sell	14,802 -1,135	-7%	-$114K	0.38%	56
2014 Q1	$1.56M	Sell	15,937 -109	-0.7%	-$10.4K	0.38%	54
2013 Q4	$1.62M	Buy	16,046 +3,305	+26%	+$306K	0.47%	45
2013 Q3	$1.1M	Sell	12,741 -1,145	-8%	-$103K	0.38%	54
2013 Q2	$1.25M	Buy	+13,886	New	+$1.25M	0.46%	45

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jacobus Wealth Management's XOM Position: Q3 2017 in Review

Jacobus Wealth Management held its ExxonMobil (XOM) position steady in Q3 2017 at 3,745 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #128.

Jacobus Wealth Management first reported a position in XOM in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.62M in Q4 2013. 2,210 funds tracked by Wall St. Rank hold XOM as of Q3 2017.

Jacobus Wealth Management held 3,745 shares of ExxonMobil worth $307K as of Q3 2017.
Jacobus Wealth Management left its ExxonMobil share count unchanged in Q3 2017.
ExxonMobil made up 0.08% of Jacobus Wealth Management's portfolio in Q3 2017, its #128 holding.
Jacobus Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's ExxonMobil position peaked at $1.62M in Q4 2013.
2,210 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.