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Michael B. Elefante’s ExxonMobil XOM Stock Holding History

Michael B. Elefante’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
2014
Q4 		$2.76M Sell
29,834
-24,231
-45% -$2.26M 3.01% 7
2014
Q3 		$5.08M Sell
54,065
-975
-2% -$97.1K 2.19% 18
2014
Q2 		$5.54M Sell
55,040
-1,805
-3% -$182K 2.31% 16
2014
Q1 		$5.55M Buy
56,845
+431
+0.8% +$41.1K 2.4% 17
2013
Q4 		$5.71M Sell
56,414
-270
-0.5% -$25K 2.63% 14
2013
Q3 		$4.88M Buy
56,684
+6,169
+12% +$556K 2.44% 16
2013
Q2 		$4.56M Buy
+50,515
New +$4.55M 2.48% 16

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Michael B. Elefante's XOM Position: Q4 2014 in Review

Michael B. Elefante reduced its ExxonMobil (XOM) stake by 45% in Q4 2014, selling an estimated $2.26M and leaving 29,834 shares worth $2.76M. The position accounts for 3.01% of the portfolio, ranked #7.

Michael B. Elefante first reported a position in XOM in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.71M in Q4 2013. 2,052 funds tracked by Wall St. Rank hold XOM as of Q4 2014.

  • Michael B. Elefante held 29,834 shares of ExxonMobil worth $2.76M as of Q4 2014.
  • Michael B. Elefante sold 24,231 ExxonMobil shares in Q4 2014, an estimated $2.26M.
  • ExxonMobil made up 3.01% of Michael B. Elefante's portfolio in Q4 2014, its #7 holding.
  • Michael B. Elefante first reported a position in ExxonMobil in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's ExxonMobil position peaked at $5.71M in Q4 2013.
  • 2,052 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.