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LifePlan Financial Group’s ExxonMobil XOM Stock Holding History

LifePlan Financial 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
2020
Q3 		$222K Buy
6,453
+50
+0.8% +$2.04K 0.1% 122
2020
Q2 		$286K Sell
6,403
-1
-0% -$45 0.13% 105
2020
Q1 		$243K Sell
6,404
-418
-6% -$23.1K 0.13% 104
2019
Q4 		$476K Buy
6,822
+18
+0.3% +$1.25K 0.21% 82
2019
Q3 		$480K Buy
6,804
+416
+7% +$30.1K 0.23% 75
2019
Q2 		$489K Buy
6,388
+17
+0.3% +$1.32K 0.24% 70
2019
Q1 		$515K Buy
6,371
+545
+9% +$41.6K 0.27% 65
2018
Q4 		$397K Buy
5,826
+15
+0.3% +$1.18K 0.25% 66
2018
Q3 		$494K Hold
5,811
– – 0.27% 64
2018
Q2 		$481K Sell
5,811
-9
-0.2% -$717 0.27% 63
2018
Q1 		$434K Buy
5,820
+142
+3% +$11.4K 0.25% 67
2017
Q4 		$465K Hold
5,678
– – 0.3% 62
2017
Q3 		$465K Sell
5,678
-179
-3% -$14.2K 0.3% 62
2017
Q2 		$473K Buy
5,857
+1,343
+30% +$110K 0.32% 64
2017
Q1 		$370K Buy
4,514
+24
+0.5% +$2K 0.26% 75
2016
Q4 		$405K Hold
4,490
– – 0.28% 77
2016
Q3 		$392K Buy
4,490
+138
+3% +$12.2K 0.27% 67
2016
Q2 		$408K Hold
4,352
– – 0.28% 63
2016
Q1 		$364K Hold
4,352
– – 0.26% 63
2015
Q4 		$339K Hold
4,352
– – 0.24% 67
2015
Q3 		$324K Buy
+4,352
New +$335K 0.24% 68
2015
Q2 		– Sell
-2,389
Closed -$203K – 102
2015
Q1 		$203K Hold
2,389
– – 0.14% 74
2014
Q4 		$221K Hold
2,389
– – 0.15% 70
2014
Q3 		$225K Hold
2,389
– – 0.19% 59
2014
Q2 		$241K Hold
2,389
– – 0.17% 57
2014
Q1 		$233K Buy
2,389
+512
+27% +$48.8K 0.19% 53
2013
Q4 		$190K Hold
1,877
– – 0.13% 61
2013
Q3 		$161K Hold
1,877
– – 0.13% 53
2013
Q2 		$170K Buy
+1,877
New +$169K 0.19% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's XOM Position: Q3 2020 in Review

LifePlan Financial Group increased its ExxonMobil (XOM) stake by 0.78% in Q3 2020, buying an estimated $2.04K and bringing the position to 6,453 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #122.

LifePlan Financial Group first reported a position in XOM in Q2 2013 and has held it in 29 quarters since. The position peaked at $515K in Q1 2019. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • LifePlan Financial Group held 6,453 shares of ExxonMobil worth $222K as of Q3 2020.
  • LifePlan Financial Group bought 50 ExxonMobil shares in Q3 2020, an estimated $2.04K.
  • ExxonMobil made up 0.1% of LifePlan Financial Group's portfolio in Q3 2020, its #122 holding.
  • LifePlan Financial Group first reported a position in ExxonMobil in Q2 2013 and has held it in 29 quarters since.
  • LifePlan Financial Group's ExxonMobil position peaked at $515K in Q1 2019.
  • 2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.