Lebenthal Wealth Advisors’s ExxonMobil XOM Stock Holding History

Lebenthal Wealth 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
2016 Q2	$583K	Buy	+6,216	New	+$550K	1.72%	16

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lebenthal Wealth Advisors's XOM Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in ExxonMobil (XOM) in Q2 2016: 6,216 shares worth $583K. The stake represents 1.72% of the portfolio and ranks #16 among its holdings.

2,144 funds tracked by Wall St. Rank hold XOM as of Q2 2016.

Lebenthal Wealth Advisors held 6,216 shares of ExxonMobil worth $583K as of Q2 2016.
ExxonMobil was a new Lebenthal Wealth Advisors position in Q2 2016.
ExxonMobil made up 1.72% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #16 holding.
2,144 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.