LWM
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Lenox Wealth Management’s ExxonMobil XOM Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$62K Hold
1,395
– – 0.02% 233
2020
Q1 		$52K Sell
1,395
-143
-9% -$7.9K 0.02% 242
2019
Q4 		$107K Buy
1,538
+162
+12% +$11.2K 0.03% 207
2019
Q3 		$97K Buy
1,376
+3
+0.2% +$217 0.03% 211
2019
Q2 		$105K Sell
1,373
-293
-18% -$22.7K 0.03% 186
2019
Q1 		$135K Buy
1,666
+5
+0.3% +$381 0.04% 154
2018
Q4 		$113K Buy
1,661
+404
+32% +$31.7K 0.04% 147
2018
Q3 		$107K Sell
1,257
-695
-36% -$56.8K 0.03% 189
2018
Q2 		$161K Hold
1,952
– – 0.05% 147
2018
Q1 		$145K Sell
1,952
-398
-17% -$31.8K 0.05% 150
2017
Q4 		$197K Sell
2,350
-78
-3% -$6.45K 0.06% 134
2017
Q3 		$199K Buy
2,428
+242
+11% +$19.2K 0.07% 135
2017
Q2 		$176K Sell
2,186
-300
-12% -$24.5K 0.07% 134
2017
Q1 		$204K Sell
2,486
-122
-5% -$10.2K 0.15% 38
2016
Q4 		$235K Buy
2,608
+312
+14% +$27.3K 0.18% 22
2016
Q3 		$200K Sell
2,296
-5,750
-71% -$510K 0.16% 25
2016
Q2 		$754K Sell
8,046
-33
-0.4% -$2.92K 0.55% 10
2016
Q1 		$675K Buy
8,079
+6,000
+289% +$481K 0.47% 10
2015
Q4 		$162K Sell
2,079
-27
-1% -$2.16K 0.13% 40
2015
Q3 		$157K Buy
2,106
+12
+0.6% +$925 0.13% 32
2015
Q2 		$174K Buy
2,094
+71
+4% +$6.1K 0.13% 32
2015
Q1 		$172K Buy
2,023
+54
+3% +$4.79K 0.12% 36
2014
Q4 		$182K Hold
1,969
– – 0.12% 38
2014
Q3 		$185K Buy
1,969
+289
+17% +$28.8K 0.13% 36
2014
Q2 		$169K Sell
1,680
-200
-11% -$20.2K 0.12% 44
2014
Q1 		$184K Buy
1,880
+300
+19% +$28.6K 0.09% 46
2013
Q4 		$160K Buy
+1,580
New +$146K 0.11% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's XOM Position: Q2 2020 in Review

Lenox Wealth Management held its ExxonMobil (XOM) position steady in Q2 2020 at 1,395 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #233.

Lenox Wealth Management first reported a position in XOM in Q4 2013 and has held it in 27 quarters since. The position peaked at $754K in Q2 2016. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

  • Lenox Wealth Management held 1,395 shares of ExxonMobil worth $62K as of Q2 2020.
  • Lenox Wealth Management left its ExxonMobil share count unchanged in Q2 2020.
  • ExxonMobil made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #233 holding.
  • Lenox Wealth Management first reported a position in ExxonMobil in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's ExxonMobil position peaked at $754K in Q2 2016.
  • 2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.