Jolley Asset Management’s ExxonMobil XOM Stock Holding History

Jolley Asset 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
2020 Q1	$801K	Buy	21,095 +503	+2%	+$27.8K	0.62%	41
2019 Q4	$1.44M	Sell	20,592 -980	-5%	-$67.8K	0.82%	37
2019 Q3	$1.52M	Buy	21,572 +972	+5%	+$70.3K	0.99%	32
2019 Q2	$1.58M	Buy	20,600 +745	+4%	+$57.7K	1.01%	32
2019 Q1	$1.6M	Buy	19,855 +105	+0.5%	+$8.01K	1.16%	30
2018 Q4	$1.35M	Sell	19,750 -213	-1%	-$16.7K	1.03%	31
2018 Q3	$1.7M	Buy	19,963 +285	+1%	+$23.3K	1.14%	32
2018 Q2	$1.63M	Sell	19,678 -535	-3%	-$42.6K	1.09%	33
2018 Q1	$1.51M	Buy	20,213 +488	+2%	+$39K	0.91%	38
2017 Q4	$1.65M	Buy	19,725 +375	+2%	+$31K	1.05%	35
2017 Q3	$1.59M	Sell	19,350 -23	-0.1%	-$1.83K	1.08%	34
2017 Q2	$1.56M	Buy	19,373 +1,055	+6%	+$86.3K	1.1%	33
2017 Q1	$1.5M	Buy	18,318 +3,350	+22%	+$280K	1.08%	30
2016 Q4	$1.35M	Sell	14,968 -85	-0.6%	-$7.43K	0.97%	31
2016 Q3	$1.31M	Hold	15,053	–	–	1.06%	31
2016 Q2	$1.41M	Buy	15,053 +620	+4%	+$54.8K	1.13%	33
2016 Q1	$1.21M	Buy	14,433 +1,530	+12%	+$123K	1.1%	31
2015 Q4	$1.01M	Sell	12,903 -74	-0.6%	-$5.92K	0.96%	32
2015 Q3	$965K	Hold	12,977	–	–	0.98%	31
2015 Q2	$1.08M	Sell	12,977 -166	-1%	-$14.3K	0.98%	31
2015 Q1	$1.12M	Sell	13,143 -160	-1%	-$14.2K	0.93%	33
2014 Q4	$1.23M	Buy	13,303 +50	+0.4%	+$4.66K	1.02%	31
2014 Q3	$1.25M	Sell	13,253 -135	-1%	-$13.4K	1%	32
2014 Q2	$1.35M	Sell	13,388 -958	-7%	-$96.6K	0.99%	32
2014 Q1	$1.4M	Sell	14,346 -85	-0.6%	-$8.1K	1.04%	32
2013 Q4	$1.46M	Buy	14,431 +75	+0.5%	+$6.93K	1.15%	31
2013 Q3	$1.24M	Sell	14,356 -920	-6%	-$82.9K	1.03%	32
2013 Q2	$1.38M	Buy	+15,276	New	+$1.37M	1.12%	32

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

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

Norges Bank Oslo, Norway $935B AUM

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

Jolley Asset Management's XOM Position: Q1 2020 in Review

Jolley Asset Management increased its ExxonMobil (XOM) stake by 2.4% in Q1 2020, buying an estimated $27.8K and bringing the position to 21,095 shares worth $801K. The position accounts for 0.62% of the portfolio, ranked #41.

Jolley Asset Management first reported a position in XOM in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.7M in Q3 2018. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Jolley Asset Management held 21,095 shares of ExxonMobil worth $801K as of Q1 2020.
Jolley Asset Management bought 503 ExxonMobil shares in Q1 2020, an estimated $27.8K.
ExxonMobil made up 0.62% of Jolley Asset Management's portfolio in Q1 2020, its #41 holding.
Jolley Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 28 quarters since.
Jolley Asset Management's ExxonMobil position peaked at $1.7M in Q3 2018.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Jolley Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.