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Kopp Investment Advisors’s ExxonMobil XOM Stock Holding History

Kopp Investment Advisors’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
Q1 		– Sell
-6,300
Closed -$430K – 63
2018
Q4 		$430K Sell
6,300
-17
-0.3% -$1.33K 0.42% 46
2018
Q3 		$537K Buy
6,317
+152
+2% +$12.4K 0.45% 45
2018
Q2 		$510K Sell
6,165
-9
-0.1% -$717 0.48% 48
2018
Q1 		$461K Sell
6,174
-93
-1% -$7.43K 0.47% 53
2017
Q4 		$524K Sell
6,267
-156
-2% -$12.9K 0.52% 50
2017
Q3 		$527K Sell
6,423
-196
-3% -$15.6K 0.48% 48
2017
Q2 		$534K Buy
6,619
+15
+0.2% +$1.23K 0.48% 48
2017
Q1 		$542K Sell
6,604
-216
-3% -$18K 0.53% 49
2016
Q4 		$616K Sell
6,820
-454
-6% -$39.7K 0.65% 50
2016
Q3 		$635K Sell
7,274
-1,343
-16% -$119K 0.63% 47
2016
Q2 		$808K Sell
8,617
-178
-2% -$15.7K 0.43% 47
2016
Q1 		$735K Sell
8,795
-135
-2% -$10.8K 0.4% 48
2015
Q4 		$696K Buy
8,930
+425
+5% +$34K 0.34% 47
2015
Q3 		$632K Buy
8,505
+35
+0.4% +$2.7K 0.34% 52
2015
Q2 		$705K Buy
8,470
+90
+1% +$7.74K 0.31% 52
2015
Q1 		$712K Sell
8,380
-38
-0.5% -$3.37K 0.32% 52
2014
Q4 		$778K Sell
8,418
-289
-3% -$26.9K 0.37% 52
2014
Q3 		$819K Sell
8,707
-202
-2% -$20.1K 0.41% 53
2014
Q2 		$897K Sell
8,909
-79
-0.9% -$7.97K 0.41% 53
2014
Q1 		$878K Buy
8,988
+5
+0.1% +$477 0.37% 53
2013
Q4 		$909K Sell
8,983
-463
-5% -$42.8K 0.41% 44
2013
Q3 		$813K Sell
9,446
-173
-2% -$15.6K 0.3% 69
2013
Q2 		$869K Buy
+9,619
New +$866K 0.34% 58

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

Kopp Investment Advisors's XOM Position: Q1 2019 in Review

Kopp Investment Advisors sold out of ExxonMobil (XOM) in Q1 2019, closing a stake of 6,300 shares — an estimated $430K sold.

Kopp Investment Advisors first reported a position in XOM in Q2 2013 and held it in 23 quarters. The position peaked at $909K in Q4 2013. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

  • Kopp Investment Advisors reported no remaining ExxonMobil position as of Q1 2019 after selling out during the quarter.
  • Kopp Investment Advisors sold 6,300 ExxonMobil shares in Q1 2019, an estimated $430K.
  • Kopp Investment Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 23 quarters.
  • Kopp Investment Advisors's ExxonMobil position peaked at $909K in Q4 2013.
  • 2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Kopp Investment Advisors's 13F filing for Q1 2019, filed 15 May 2019.