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Miller Green Financial Services’s ExxonMobil XOM Stock Holding History

Miller Green Financial 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
2018
Q4 		$5.66M Sell
82,944
-4,305
-5% -$338K 32.12% 2
2018
Q3 		$7.42M Sell
87,249
-31,452
-26% -$2.57M 34.81% 2
2018
Q2 		$9.82M Buy
+118,701
New +$9.46M 42.77% 1

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miller Green Financial Services's XOM Position: Q4 2018 in Review

Miller Green Financial Services reduced its ExxonMobil (XOM) stake by 4.9% in Q4 2018, selling an estimated $338K and leaving 82,944 shares worth $5.66M. The position accounts for 32.12% of the portfolio, ranked #2.

Miller Green Financial Services first reported a position in XOM in Q2 2018 and has held it in 3 quarters since. The position peaked at $9.82M in Q2 2018. 2,571 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

  • Miller Green Financial Services held 82,944 shares of ExxonMobil worth $5.66M as of Q4 2018.
  • Miller Green Financial Services sold 4,305 ExxonMobil shares in Q4 2018, an estimated $338K.
  • ExxonMobil made up 32.12% of Miller Green Financial Services's portfolio in Q4 2018, its #2 holding.
  • Miller Green Financial Services first reported a position in ExxonMobil in Q2 2018 and has held it in 3 quarters since.
  • Miller Green Financial Services's ExxonMobil position peaked at $9.82M in Q2 2018.
  • 2,571 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on Miller Green Financial Services's 13F filing for Q4 2018, filed 14 Jan 2019.