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KMS Financial Services’s ExxonMobil XOM Stock Holding History

KMS Financial Services’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
2014
Q3 		$5.79M Buy
61,522
+1,313
+2% +$131K 0.81% 18
2014
Q2 		$6.06M Sell
60,209
-3,930
-6% -$396K 0.87% 18
2014
Q1 		$6.26M Buy
64,139
+5,091
+9% +$485K 0.99% 15
2013
Q4 		$5.98M Buy
59,048
+7,952
+16% +$735K 1.01% 15
2013
Q3 		$4.4M Buy
51,096
+11,082
+28% +$999K 1.07% 12
2013
Q2 		$3.62M Buy
+40,014
New +$3.6M 1.01% 11

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

KMS Financial Services's XOM Position: Q3 2014 in Review

KMS Financial Services increased its ExxonMobil (XOM) stake by 2.2% in Q3 2014, buying an estimated $131K and bringing the position to 61,522 shares worth $5.79M. The position accounts for 0.81% of the portfolio, ranked #18.

KMS Financial Services first reported a position in XOM in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.26M in Q1 2014. 1,927 funds tracked by Wall St. Rank hold XOM as of Q3 2014.

  • KMS Financial Services held 61,522 shares of ExxonMobil worth $5.79M as of Q3 2014.
  • KMS Financial Services bought 1,313 ExxonMobil shares in Q3 2014, an estimated $131K.
  • ExxonMobil made up 0.81% of KMS Financial Services's portfolio in Q3 2014, its #18 holding.
  • KMS Financial Services first reported a position in ExxonMobil in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's ExxonMobil position peaked at $6.26M in Q1 2014.
  • 1,927 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.