John W. Bristol & Co’s ExxonMobil XOM Stock Holding History

John W. Bristol & Co’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 Q1	–	Sell	-1,596	Closed	-$112K	–	64
2019 Q4	$112K	Buy	1,596 +140	+10%	+$9.68K	﹤0.01%	65
2019 Q3	$102K	Hold	1,456	–	–	﹤0.01%	65
2019 Q2	$111K	Hold	1,456	–	–	﹤0.01%	68
2019 Q1	$118K	Buy	1,456 +800	+122%	+$61K	﹤0.01%	67
2018 Q4	$45K	Buy	656 +200	+44%	+$15.7K	﹤0.01%	83
2018 Q3	$39K	Hold	456	–	–	﹤0.01%	82
2018 Q2	$38K	Hold	456	–	–	﹤0.01%	82
2018 Q1	$34K	Buy	+456	New	+$36.5K	﹤0.01%	86
2014 Q4	–	Sell	-61,776	Closed	-$5.81M	–	65
2014 Q3	$5.81M	Buy	+61,776	New	+$6.15M	0.1%	53
2014 Q1	–	Sell	-850	Closed	-$86K	–	61
2013 Q4	$86K	Buy	+850	New	+$78.6K	﹤0.01%	59

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

John W. Bristol & Co's XOM Position: Q1 2020 in Review

John W. Bristol & Co sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 1,596 shares — an estimated $112K sold.

John W. Bristol & Co first reported a position in XOM in Q4 2013 and held it in 10 quarters. The position peaked at $5.81M in Q3 2014. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

John W. Bristol & Co reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
John W. Bristol & Co sold 1,596 ExxonMobil shares in Q1 2020, an estimated $112K.
John W. Bristol & Co first reported a position in ExxonMobil in Q4 2013 and held it in 10 quarters.
John W. Bristol & Co's ExxonMobil position peaked at $5.81M in Q3 2014.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on John W. Bristol & Co's 13F filing for Q1 2020, filed 1 May 2020.