Lyons Wealth Management’s ExxonMobil XOM Stock Holding History

Lyons Wealth Management’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 Q4	$802K	Hold	11,495	–	–	2.35%	8
2019 Q3	$812K	Sell	11,495 -2,600	-18%	-$188K	2.11%	9
2019 Q2	$1.08M	Hold	14,095	–	–	2.58%	9
2019 Q1	$1.14M	Hold	14,095	–	–	3.2%	6
2018 Q4	$961K	Hold	14,095	–	–	3.13%	5
2018 Q3	$1.2M	Hold	14,095	–	–	2.37%	7
2018 Q2	$1.17M	Hold	14,095	–	–	1.67%	7
2018 Q1	$1.05M	Hold	14,095	–	–	1.6%	7
2017 Q4	$1.18M	Hold	14,095	–	–	1.92%	6
2017 Q3	$1.16M	Hold	14,095	–	–	1.73%	7
2017 Q2	$1.14M	Hold	14,095	–	–	1.6%	6
2017 Q1	$1.16M	Hold	14,095	–	–	1.22%	7
2016 Q4	$1.27M	Sell	14,095 -13,839	-50%	-$1.21M	1.74%	6
2016 Q3	$2.17M	Buy	27,934 +13,567	+94%	+$1.2M	2.99%	5
2016 Q2	$1.35M	Buy	14,367 +272	+2%	+$24.1K	2.03%	6
2016 Q1	$1.18M	Hold	14,095	–	–	1.69%	6
2015 Q4	$1.1M	Sell	14,095 -1,170	-8%	-$93.5K	1.4%	6
2015 Q3	$1.14M	Hold	15,265	–	–	1.46%	8
2015 Q2	$1.27M	Hold	15,265	–	–	1.44%	6
2015 Q1	$1.3M	Sell	15,265 -150	-1%	-$13.3K	1.41%	9
2014 Q4	$1.42M	Sell	15,415 -650	-4%	-$60.6K	1.49%	6
2014 Q3	$1.51M	Sell	16,065 -25	-0.2%	-$2.49K	1.61%	7
2014 Q2	$1.62M	Buy	16,090 +3,655	+29%	+$369K	1.45%	10
2014 Q1	$1.21M	Sell	12,435 -1,593	-11%	-$152K	1.06%	12
2013 Q4	$1.42M	Hold	14,028	–	–	1.33%	10
2013 Q3	$1.21M	Hold	14,028	–	–	1.09%	13
2013 Q2	$1.27M	Buy	+14,028	New	+$1.26M	1.28%	11

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

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

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

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

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

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

Lyons Wealth Management's XOM Position: Q4 2019 in Review

Lyons Wealth Management held its ExxonMobil (XOM) position steady in Q4 2019 at 11,495 shares worth $802K. The position accounts for 2.35% of the portfolio, ranked #8.

Lyons Wealth Management first reported a position in XOM in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.17M in Q3 2016. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

Lyons Wealth Management held 11,495 shares of ExxonMobil worth $802K as of Q4 2019.
Lyons Wealth Management left its ExxonMobil share count unchanged in Q4 2019.
ExxonMobil made up 2.35% of Lyons Wealth Management's portfolio in Q4 2019, its #8 holding.
Lyons Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 27 quarters since.
Lyons Wealth Management's ExxonMobil position peaked at $2.17M in Q3 2016.
2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.