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Lehman Financial Resources’s ExxonMobil XOM Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$961K Buy
11,312
+2,518
+29% +$206K 0.45% 33
2018
Q2 		$727K Buy
8,794
+341
+4% +$27.2K 0.37% 40
2018
Q1 		$630K Buy
8,453
+1,227
+17% +$98.1K 0.32% 43
2017
Q4 		$604K Hold
7,226
– – 0.31% 45
2017
Q3 		$592K Buy
7,226
+50
+0.7% +$3.97K 0.3% 43
2017
Q2 		$579K Buy
7,176
+35
+0.5% +$2.86K 0.33% 39
2017
Q1 		$585K Buy
7,141
+91
+1% +$7.6K 0.32% 40
2016
Q4 		$636K Sell
7,050
-75
-1% -$6.55K 0.36% 36
2016
Q3 		$621K Buy
7,125
+300
+4% +$26.6K 0.36% 36
2016
Q2 		$639K Sell
6,825
-300
-4% -$26.5K 0.32% 35
2016
Q1 		$595K Buy
7,125
+3,400
+91% +$272K 0.32% 39
2015
Q4 		$290K Sell
3,725
-135
-3% -$10.8K 0.16% 47
2015
Q3 		$286K Buy
3,860
+185
+5% +$14.3K 0.15% 51
2015
Q2 		$305K Buy
3,675
+600
+20% +$51.6K 0.15% 49
2015
Q1 		$261K Buy
3,075
+330
+12% +$29.3K 0.12% 53
2014
Q4 		$254K Sell
2,745
-195
-7% -$18.2K 0.12% 56
2014
Q3 		$277K Hold
2,940
– – 0.14% 52
2014
Q2 		$296K Sell
2,940
-300
-9% -$30.3K 0.14% 53
2014
Q1 		$316K Hold
3,240
– – 0.16% 47
2013
Q4 		$328K Sell
3,240
-300
-8% -$27.7K 0.2% 46
2013
Q3 		$305K Hold
3,540
– – 0.2% 47
2013
Q2 		$320K Buy
+3,540
New +$319K 0.22% 43

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lehman Financial Resources's XOM Position: Q3 2018 in Review

Lehman Financial Resources increased its ExxonMobil (XOM) stake by 29% in Q3 2018, buying an estimated $206K and bringing the position to 11,312 shares worth $961K. The position accounts for 0.45% of the portfolio, ranked #33.

Lehman Financial Resources first reported a position in XOM in Q2 2013 and has held it in 22 quarters since. 2,424 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

  • Lehman Financial Resources held 11,312 shares of ExxonMobil worth $961K as of Q3 2018.
  • Lehman Financial Resources bought 2,518 ExxonMobil shares in Q3 2018, an estimated $206K.
  • ExxonMobil made up 0.45% of Lehman Financial Resources's portfolio in Q3 2018, its #33 holding.
  • Lehman Financial Resources first reported a position in ExxonMobil in Q2 2013 and has held it in 22 quarters since.
  • 2,424 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.