Lodestar Investment Counsel’s ExxonMobil XOM Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$12.5M	Sell	163,267 -41,004	-20%	-$3.17M	1.28%	25
2019 Q1	$16.5M	Sell	204,271 -10,275	-5%	-$783K	1.77%	18
2018 Q4	$14.6M	Sell	214,546 -3,009	-1%	-$236K	1.78%	19
2018 Q3	$18.5M	Sell	217,555 -5,962	-3%	-$487K	2%	16
2018 Q2	$18.5M	Buy	223,517 +226	+0.1%	+$18K	2.13%	14
2018 Q1	$16.7M	Sell	223,291 -5,949	-3%	-$476K	1.94%	18
2017 Q4	$19.2M	Sell	229,240 -2,546	-1%	-$211K	2.21%	14
2017 Q3	$19M	Sell	231,786 -4,534	-2%	-$360K	2.33%	11
2017 Q2	$19.1M	Buy	236,320 +1,265	+0.5%	+$104K	2.43%	11
2017 Q1	$19.3M	Buy	235,055 +4,832	+2%	+$404K	2.5%	11
2016 Q4	$20.8M	Sell	230,223 -2,954	-1%	-$258K	2.81%	8
2016 Q3	$20.4M	Buy	233,177 +601	+0.3%	+$53.3K	2.8%	7
2016 Q2	$21.8M	Buy	232,576 +8,293	+4%	+$733K	3.1%	6
2016 Q1	$18.7M	Buy	224,283 +15,869	+8%	+$1.27M	2.69%	7
2015 Q4	$16.2M	Buy	208,414 +2,353	+1%	+$188K	2.57%	6
2015 Q3	$15.3M	Buy	206,061 +536	+0.3%	+$41.3K	2.58%	6
2015 Q2	$17.1M	Sell	205,525 -1,551	-0.7%	-$133K	2.69%	5
2015 Q1	$17.6M	Buy	207,076 +88,541	+75%	+$7.85M	2.72%	5
2014 Q4	$11M	Buy	118,535 +2,551	+2%	+$238K	3.13%	8
2014 Q3	$10.9M	Sell	115,984 -5,763	-5%	-$574K	3.33%	6
2014 Q2	$12.3M	Sell	121,747 -3,349	-3%	-$338K	3.68%	3
2014 Q1	$12.2M	Buy	125,096 +7,255	+6%	+$692K	3.83%	3
2013 Q4	$11.9M	Sell	117,841 -850	-0.7%	-$78.6K	3.87%	3
2013 Q3	$10.2M	Buy	118,691 +1,752	+1%	+$158K	3.71%	3
2013 Q2	$10.6M	Buy	+116,939	New	+$10.5M	4.04%	3

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lodestar Investment Counsel's XOM Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its ExxonMobil (XOM) stake by 20% in Q2 2019, selling an estimated $3.17M and leaving 163,267 shares worth $12.5M. The position accounts for 1.28% of the portfolio, ranked #25.

Lodestar Investment Counsel first reported a position in XOM in Q2 2013 and has held it in 25 quarters since. The position peaked at $21.8M in Q2 2016. 2,533 funds tracked by Wall St. Rank hold XOM as of Q2 2019.

Lodestar Investment Counsel held 163,267 shares of ExxonMobil worth $12.5M as of Q2 2019.
Lodestar Investment Counsel sold 41,004 ExxonMobil shares in Q2 2019, an estimated $3.17M.
ExxonMobil made up 1.28% of Lodestar Investment Counsel's portfolio in Q2 2019, its #25 holding.
Lodestar Investment Counsel first reported a position in ExxonMobil in Q2 2013 and has held it in 25 quarters since.
Lodestar Investment Counsel's ExxonMobil position peaked at $21.8M in Q2 2016.
2,533 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.