Johanson Financial Advisors’s ExxonMobil XOM Stock Holding History

Johanson Financial 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 Q2	–	Sell	-5,594	Closed	-$210K	–	104
2020 Q1	$210K	Sell	5,594 -901,907	-99%	-$49.8M	0.12%	92
2019 Q4	$13M	Buy	907,501 +895,023	+7,173%	+$61.9M	0.62%	32
2019 Q3	$884K	Sell	12,478 -2,618	-17%	-$189K	0.46%	48
2019 Q2	$1.16M	Sell	15,096 -210	-1%	-$16.3K	0.62%	42
2019 Q1	$1.24M	Buy	15,306 +4,266	+39%	+$325K	0.69%	39
2018 Q4	$755K	Sell	11,040 -1,097	-9%	-$86.1K	0.51%	47
2018 Q3	$1.03M	Sell	12,137 -149	-1%	-$12.2K	0.6%	40
2018 Q2	$1.02M	Buy	12,286 +599	+5%	+$47.7K	0.65%	41
2018 Q1	$870K	Sell	11,687 -1,207	-9%	-$96.5K	0.58%	41
2017 Q4	$1.08M	Sell	12,894 -911	-7%	-$75.3K	0.71%	38
2017 Q3	$1.13M	Sell	13,805 -354	-3%	-$28.1K	0.82%	31
2017 Q2	$1.14M	Sell	14,159 -1,675	-11%	-$137K	0.93%	28
2017 Q1	$1.3M	Buy	+15,834	New	+$1.32M	1.14%	25
2016 Q4	–	Sell	-17,502	Closed	-$1.53M	–	73
2016 Q3	$1.53M	Buy	17,502 +601	+4%	+$53.3K	1.64%	19
2016 Q2	$1.59M	Buy	16,901 +231	+1%	+$20.4K	1.87%	16
2016 Q1	$1.39M	Buy	16,670 +909	+6%	+$72.8K	1.72%	17
2015 Q4	$1.23M	Buy	+15,761	New	+$1.26M	1.6%	18

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

Norges Bank Oslo, Norway $935B AUM

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

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

Johanson Financial Advisors's XOM Position: Q2 2020 in Review

Johanson Financial Advisors sold out of ExxonMobil (XOM) in Q2 2020, closing a stake of 5,594 shares — an estimated $210K sold.

Johanson Financial Advisors first reported a position in XOM in Q4 2015 and held it in 17 quarters. The position peaked at $13M in Q4 2019. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

Johanson Financial Advisors reported no remaining ExxonMobil position as of Q2 2020 after selling out during the quarter.
Johanson Financial Advisors sold 5,594 ExxonMobil shares in Q2 2020, an estimated $210K.
Johanson Financial Advisors first reported a position in ExxonMobil in Q4 2015 and held it in 17 quarters.
Johanson Financial Advisors's ExxonMobil position peaked at $13M in Q4 2019.
2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Johanson Financial Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.