MWAC
XOM icon

Mariner Wealth Advisors (Cincinnati)’s ExxonMobil XOM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$6.29M Sell
74,000
-2,426
-3% -$198K 0.35% 72
2018
Q2 		$6.32M Sell
76,426
-1,389
-2% -$111K 0.37% 66
2018
Q1 		$5.81M Sell
77,815
-1,108
-1% -$88.6K 0.36% 69
2017
Q4 		$6.6M Sell
78,923
-6,028
-7% -$499K 0.4% 60
2017
Q3 		$6.96M Sell
84,951
-5,111
-6% -$406K 0.45% 59
2017
Q2 		$7.27M Sell
90,062
-1,760
-2% -$144K 0.51% 62
2017
Q1 		$7.53M Buy
91,822
+818
+0.9% +$68.3K 0.54% 58
2016
Q4 		$8.21M Sell
91,004
-3,118
-3% -$272K 0.64% 55
2016
Q3 		$8.21M Sell
94,122
-988
-1% -$87.7K 0.7% 54
2016
Q2 		$8.92M Buy
95,110
+3,196
+3% +$283K 0.8% 50
2016
Q1 		$7.68M Buy
91,914
+8,013
+10% +$642K 0.75% 47
2015
Q4 		$6.54M Buy
+83,901
New +$6.71M 0.64% 52
2015
Q1 		$6.51M Sell
76,651
-97
-0.1% -$8.6K 0.92% 40
2014
Q4 		$7.09M Buy
76,748
+3,200
+4% +$298K 1.03% 38
2014
Q3 		$6.92M Buy
73,548
+1,575
+2% +$157K 1.11% 39
2014
Q2 		$7.25M Buy
71,973
+653
+0.9% +$65.9K 1.14% 39
2014
Q1 		$6.97M Sell
71,320
-1,840
-3% -$175K 1.13% 42
2013
Q4 		$7.4M Sell
73,160
-2,012
-3% -$186K 1.22% 40
2013
Q3 		$6.47M Buy
75,172
+11,693
+18% +$1.05M 1.2% 41
2013
Q2 		$5.74M Buy
+63,479
New +$5.71M 1.14% 39

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s XOM Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its ExxonMobil (XOM) stake by 3.2% in Q3 2018, selling an estimated $198K and leaving 74,000 shares worth $6.29M. The position accounts for 0.35% of the portfolio, ranked #72.

Mariner Wealth Advisors (Cincinnati) first reported a position in XOM in Q2 2013 and has held it in 20 quarters since. The position peaked at $8.92M in Q2 2016. 2,424 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 74,000 shares of ExxonMobil worth $6.29M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 2,426 ExxonMobil shares in Q3 2018, an estimated $198K.
  • ExxonMobil made up 0.35% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #72 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in ExxonMobil in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s ExxonMobil position peaked at $8.92M in Q2 2016.
  • 2,424 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.