Longer Investments’s ExxonMobil XOM Stock Holding History

Longer Investments’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 Q1	$2.4M	Sell	29,645 -980	-3%	-$74.7K	2.83%	13
2018 Q4	$2.09M	Sell	30,625 -2,095	-6%	-$164K	2.43%	13
2018 Q3	$2.78M	Sell	32,720 -1,845	-5%	-$151K	2.68%	14
2018 Q2	$2.86M	Buy	34,565 +1,085	+3%	+$86.4K	2.78%	10
2018 Q1	$2.5M	Buy	33,480 +2,818	+9%	+$225K	2.73%	14
2017 Q4	$2.56M	Buy	30,662 +4,405	+17%	+$364K	2.15%	18
2017 Q3	$2.15M	Buy	26,257 +162	+0.6%	+$12.9K	1.92%	21
2017 Q2	$2.11M	Buy	26,095 +6,090	+30%	+$498K	1.84%	21
2017 Q1	$1.64M	Buy	+20,005	New	+$1.67M	1.58%	29
2015 Q4	–	Sell	-16,295	Closed	-$1.21M	–	43
2015 Q3	$1.21M	Buy	+16,295	New	+$1.26M	1.43%	23

Other funds holding XOM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longer Investments's XOM Position: Q1 2019 in Review

Longer Investments reduced its ExxonMobil (XOM) stake by 3.2% in Q1 2019, selling an estimated $74.7K and leaving 29,645 shares worth $2.4M. The position accounts for 2.83% of the portfolio, ranked #13.

Longer Investments first reported a position in XOM in Q3 2015 and has held it in 10 quarters since. The position peaked at $2.86M in Q2 2018. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

Longer Investments held 29,645 shares of ExxonMobil worth $2.4M as of Q1 2019.
Longer Investments sold 980 ExxonMobil shares in Q1 2019, an estimated $74.7K.
ExxonMobil made up 2.83% of Longer Investments's portfolio in Q1 2019, its #13 holding.
Longer Investments first reported a position in ExxonMobil in Q3 2015 and has held it in 10 quarters since.
Longer Investments's ExxonMobil position peaked at $2.86M in Q2 2018.
2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.