Lucia Wealth Services’s ExxonMobil XOM Stock Holding History

Lucia Wealth Services’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 Q3	$204K	Sell	5,934 -500	-8%	-$20.4K	0.05%	125
2020 Q2	$288K	Hold	6,434	–	–	0.08%	111
2020 Q1	$244K	Buy	6,434 +5,143	+398%	+$284K	0.08%	128
2019 Q4	$90K	Hold	1,291	–	–	0.03%	137
2019 Q3	$91K	Sell	1,291 -354	-22%	-$25.6K	0.03%	119
2019 Q2	$126K	Buy	1,645 +683	+71%	+$52.9K	0.04%	120
2019 Q1	$78K	Buy	962 +64	+7%	+$4.88K	0.03%	146
2018 Q4	$61K	Sell	898 -295	-25%	-$23.1K	0.03%	139
2018 Q3	$101K	Buy	1,193 +45	+4%	+$3.68K	0.03%	161
2018 Q2	$95K	Sell	1,148 -5	-0.4%	-$398	0.04%	143
2018 Q1	$86K	Sell	1,153 -1,723	-60%	-$138K	0.03%	129
2017 Q4	$241K	Buy	+2,876	New	+$238K	0.11%	110

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lucia Wealth Services's XOM Position: Q3 2020 in Review

Lucia Wealth Services reduced its ExxonMobil (XOM) stake by 7.8% in Q3 2020, selling an estimated $20.4K and leaving 5,934 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #125.

Lucia Wealth Services first reported a position in XOM in Q4 2017 and has held it in 12 quarters since. The position peaked at $288K in Q2 2020. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Lucia Wealth Services held 5,934 shares of ExxonMobil worth $204K as of Q3 2020.
Lucia Wealth Services sold 500 ExxonMobil shares in Q3 2020, an estimated $20.4K.
ExxonMobil made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #125 holding.
Lucia Wealth Services first reported a position in ExxonMobil in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's ExxonMobil position peaked at $288K in Q2 2020.
2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.