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Kays Financial Advisory’s ExxonMobil XOM Stock Holding History

Kays Financial 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
2019
Q4 		– Sell
-2,995
Closed -$211K – 123
2019
Q3 		$211K Sell
2,995
-367
-11% -$26.5K 0.04% 104
2019
Q2 		$258K Sell
3,362
-16
-0.5% -$1.24K 0.05% 98
2019
Q1 		$273K Buy
+3,378
New +$258K 0.05% 94
2018
Q4 		– Sell
-2,770
Closed -$236K – 114
2018
Q3 		$236K Sell
2,770
-100
-3% -$8.18K 0.05% 80
2018
Q2 		$237K Sell
2,870
-99
-3% -$7.89K 0.05% 75
2018
Q1 		$222K Sell
2,969
-1,399
-32% -$112K 0.05% 71
2017
Q4 		$365K Buy
4,368
+651
+18% +$53.8K 0.11% 64
2017
Q3 		$305K Sell
3,717
-669
-15% -$53.1K 0.1% 65
2017
Q2 		$354K Buy
4,386
+626
+17% +$51.2K 0.12% 59
2017
Q1 		$309K Buy
3,760
+617
+20% +$51.5K 0.11% 65
2016
Q4 		$284K Buy
3,143
+312
+11% +$27.3K 0.11% 62
2016
Q3 		$247K Buy
2,831
+41
+1% +$3.64K 0.11% 56
2016
Q2 		$262K Sell
2,790
-1,119
-29% -$98.9K 0.12% 56
2016
Q1 		$327K Sell
3,909
-365
-9% -$29.2K 0.16% 54
2015
Q4 		$333K Buy
4,274
+401
+10% +$32.1K 0.17% 52
2015
Q3 		$288K Buy
3,873
+185
+5% +$14.3K 0.16% 54
2015
Q2 		$307K Hold
3,688
– – 0.18% 53
2015
Q1 		$313K Buy
3,688
+1
+0% +$89 0.18% 52
2014
Q4 		$341K Hold
3,687
– – 0.23% 35
2014
Q3 		$347K Buy
3,687
+800
+28% +$79.7K 0.25% 29
2014
Q2 		$291K Buy
2,887
+1
+0% +$101 0.21% 33
2014
Q1 		$282K Buy
2,886
+661
+30% +$63K 0.2% 26
2013
Q4 		$225K Buy
+2,225
New +$206K 0.17% 28

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kays Financial Advisory's XOM Position: Q4 2019 in Review

Kays Financial Advisory sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 2,995 shares — an estimated $211K sold.

Kays Financial Advisory first reported a position in XOM in Q4 2013 and held it in 23 quarters. The position peaked at $365K in Q4 2017. 2,735 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

  • Kays Financial Advisory reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 2,995 ExxonMobil shares in Q4 2019, an estimated $211K.
  • Kays Financial Advisory first reported a position in ExxonMobil in Q4 2013 and held it in 23 quarters.
  • Kays Financial Advisory's ExxonMobil position peaked at $365K in Q4 2017.
  • 2,735 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.