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Lourd Capital’s ExxonMobil XOM Stock Holding History

Lourd Capital’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 		$18.9M Buy
247,215
+632
+0.3% +$48.9K 1.76% 7
2019
Q1 		$19.9M Sell
246,583
-5,982
-2% -$456K 1.95% 7
2018
Q4 		$17.2M Buy
252,565
+91
+0% +$7.14K 1.33% 8
2018
Q3 		$21.5M Buy
252,474
+1,277
+0.5% +$104K 1.39% 8
2018
Q2 		$20.8M Buy
251,197
+431
+0.2% +$34.3K 2.91% 7
2018
Q1 		$18.7M Sell
250,766
-9,244
-4% -$739K 2.51% 7
2017
Q4 		$21.7M Buy
260,010
+13,021
+5% +$1.08M 1.42% 8
2017
Q3 		$20.2M Sell
246,989
-147
-0.1% -$11.7K 1.8% 7
2017
Q2 		$20M Buy
247,136
+716
+0.3% +$58.6K 1.9% 7
2017
Q1 		$20.2M Sell
246,420
-352
-0.1% -$29.4K 1.95% 7
2016
Q4 		$22.3M Sell
246,772
-1,088
-0.4% -$95.1K 2.21% 7
2016
Q3 		$21.6M Sell
247,860
-513
-0.2% -$45.5K 2.38% 7
2016
Q2 		$23.3M Buy
248,373
+1,113
+0.5% +$98.4K 6.56% 6
2016
Q1 		$20.7M Buy
247,260
+1,636
+0.7% +$131K 2.27% 7
2015
Q4 		$19.1M Buy
245,624
+513
+0.2% +$41K 2.01% 9
2015
Q3 		$18.2M Buy
245,111
+591
+0.2% +$45.5K 1.98% 9
2015
Q2 		$20.3M Buy
244,520
+4,347
+2% +$374K 2.08% 8
2015
Q1 		$20.4M Buy
240,173
+653
+0.3% +$57.9K 1.99% 9
2014
Q4 		$22.1M Buy
239,520
+306
+0.1% +$28.5K 2.1% 8
2014
Q3 		$22.5M Buy
239,214
+757
+0.3% +$75.4K 2.28% 8
2014
Q2 		$24M Sell
238,457
-2,389
-1% -$241K 2.55% 7
2014
Q1 		$23.5M Sell
240,846
-500
-0.2% -$47.7K 2.57% 7
2013
Q4 		$24.4M Sell
241,346
-3,600
-1% -$333K 2.71% 7
2013
Q3 		$21.1M Sell
244,946
-30,166
-11% -$2.72M 2.49% 7
2013
Q2 		$24.9M Buy
+275,112
New +$24.8M 2.96% 7

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lourd Capital's XOM Position: Q2 2019 in Review

Lourd Capital increased its ExxonMobil (XOM) stake by 0.26% in Q2 2019, buying an estimated $48.9K and bringing the position to 247,215 shares worth $18.9M. The position accounts for 1.76% of the portfolio, ranked #7.

Lourd Capital first reported a position in XOM in Q2 2013 and has held it in 25 quarters since. The position peaked at $24.9M in Q2 2013. 2,533 funds tracked by Wall St. Rank hold XOM as of Q2 2019.

  • Lourd Capital held 247,215 shares of ExxonMobil worth $18.9M as of Q2 2019.
  • Lourd Capital bought 632 ExxonMobil shares in Q2 2019, an estimated $48.9K.
  • ExxonMobil made up 1.76% of Lourd Capital's portfolio in Q2 2019, its #7 holding.
  • Lourd Capital first reported a position in ExxonMobil in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's ExxonMobil position peaked at $24.9M in Q2 2013.
  • 2,533 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.