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Kaizen Advisory’s ExxonMobil XOM Stock Holding History

Kaizen Advisory’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
2018
Q4 		$771K Buy
11,313
+1,433
+15% +$112K 0.54% 43
2018
Q3 		$840K Hold
9,880
– – 0.44% 109
2018
Q2 		$817K Buy
9,880
+5,799
+142% +$462K 0.42% 108
2018
Q1 		$304K Hold
4,081
– – 0.3% 29
2017
Q4 		$341K Buy
+4,081
New +$338K 0.2% 106

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kaizen Advisory's XOM Position: Q4 2018 in Review

Kaizen Advisory increased its ExxonMobil (XOM) stake by 15% in Q4 2018, buying an estimated $112K and bringing the position to 11,313 shares worth $771K. The position accounts for 0.54% of the portfolio, ranked #43.

Kaizen Advisory first reported a position in XOM in Q4 2017 and has held it in 5 quarters since. The position peaked at $840K in Q3 2018. 2,570 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

  • Kaizen Advisory held 11,313 shares of ExxonMobil worth $771K as of Q4 2018.
  • Kaizen Advisory bought 1,433 ExxonMobil shares in Q4 2018, an estimated $112K.
  • ExxonMobil made up 0.54% of Kaizen Advisory's portfolio in Q4 2018, its #43 holding.
  • Kaizen Advisory first reported a position in ExxonMobil in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's ExxonMobil position peaked at $840K in Q3 2018.
  • 2,570 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.