KIG
XOM icon

Kovitz Investment Group’s ExxonMobil XOM Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$2.95M Sell
37,811
-539
-1% -$43.1K 0.18% 50
2015
Q3 		$2.85M Sell
38,350
-350
-0.9% -$27K 0.17% 48
2015
Q2 		$3.22M Buy
38,700
+253
+0.7% +$21.8K 0.18% 51
2015
Q1 		$3.27M Buy
38,447
+3,918
+11% +$347K 0.18% 47
2014
Q4 		$3.19M Sell
34,529
-252
-0.7% -$23.5K 0.16% 50
2014
Q3 		$3.27M Sell
34,781
-25
-0.1% -$2.49K 0.17% 44
2014
Q2 		$3.5M Buy
34,806
+1,590
+5% +$160K 0.18% 48
2014
Q1 		$2.99M Sell
33,216
-2,431
-7% -$232K 0.15% 54
2013
Q4 		$3.61M Buy
35,647
+1,771
+5% +$164K 0.16% 47
2013
Q3 		$2.92M Sell
33,876
-950
-3% -$85.6K 0.14% 50
2013
Q2 		$3.15M Buy
+34,826
New +$3.13M 0.16% 47

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return