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Lilley & Co’s ExxonMobil XOM Stock Holding History

Lilley & Co’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
2014
Q2 		$5.14M Buy
51,104
+483
+1% +$48.7K 2.29% 9
2014
Q1 		$4.95M Sell
50,621
-1,216
-2% -$116K 2.26% 9
2013
Q4 		$5.25M Buy
51,837
+738
+1% +$68.2K 2.44% 8
2013
Q3 		$4.4M Sell
51,099
-2,545
-5% -$229K 2.3% 8
2013
Q2 		$4.85M Buy
+53,644
New +$4.83M 2.63% 7

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lilley & Co's XOM Position: Q2 2014 in Review

Lilley & Co increased its ExxonMobil (XOM) stake by 0.95% in Q2 2014, buying an estimated $48.7K and bringing the position to 51,104 shares worth $5.14M. The position accounts for 2.29% of the portfolio, ranked #9.

Lilley & Co first reported a position in XOM in Q2 2013 and has held it in 5 quarters since. The position peaked at $5.25M in Q4 2013. 1,954 funds tracked by Wall St. Rank hold XOM as of Q2 2014.

  • Lilley & Co held 51,104 shares of ExxonMobil worth $5.14M as of Q2 2014.
  • Lilley & Co bought 483 ExxonMobil shares in Q2 2014, an estimated $48.7K.
  • ExxonMobil made up 2.29% of Lilley & Co's portfolio in Q2 2014, its #9 holding.
  • Lilley & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 5 quarters since.
  • Lilley & Co's ExxonMobil position peaked at $5.25M in Q4 2013.
  • 1,954 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.