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Lighthouse Financial Advisors’s ExxonMobil XOM Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-3,102
Closed -$216K – 281
2019
Q4 		$216K Buy
+3,102
New +$215K 0.1% 75

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lighthouse Financial Advisors's XOM Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,102 shares — an estimated $216K sold.

Lighthouse Financial Advisors first reported a position in XOM in Q4 2019 and held it in 1 quarter. The position peaked at $216K in Q4 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 3,102 ExxonMobil shares in Q1 2020, an estimated $216K.
  • Lighthouse Financial Advisors first reported a position in ExxonMobil in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's ExxonMobil position peaked at $216K in Q4 2019.
  • 2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.