Montgomery Investment Management’s ExxonMobil XOM Stock Holding History

Montgomery Investment 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
2020 Q1	–	Sell	-5,068	Closed	-$354K	–	91
2019 Q4	$354K	Sell	5,068 -17,464	-78%	-$1.21M	0.14%	75
2019 Q3	$1.59M	Hold	22,532	–	–	0.68%	36
2019 Q2	$1.73M	Hold	22,532	–	–	0.76%	35
2019 Q1	$1.82M	Hold	22,532	–	–	0.81%	34
2018 Q4	$1.54M	Hold	22,532	–	–	0.78%	37
2018 Q3	$1.92M	Hold	22,532	–	–	0.79%	38
2018 Q2	$1.86M	Hold	22,532	–	–	0.77%	37
2018 Q1	$1.68M	Hold	22,532	–	–	0.71%	39
2017 Q4	$1.89M	Hold	22,532	–	–	0.77%	35
2017 Q3	$1.85M	Hold	22,532	–	–	0.82%	34
2017 Q2	$1.82M	Hold	22,532	–	–	0.83%	35
2017 Q1	$1.85M	Hold	22,532	–	–	0.8%	34
2016 Q4	$2.03M	Sell	22,532 -50	-0.2%	-$4.37K	0.87%	31
2016 Q3	$1.97M	Hold	22,582	–	–	0.93%	31
2016 Q2	$2.12M	Hold	22,582	–	–	1.03%	27
2016 Q1	$1.89M	Sell	22,582 -200	-0.9%	-$16K	1.08%	25
2015 Q4	$1.78M	Hold	22,782	–	–	1%	24
2015 Q3	$1.69M	Hold	22,782	–	–	1%	25
2015 Q2	$1.9M	Buy	22,782 +909	+4%	+$78.1K	0.97%	24
2015 Q1	$1.86M	Hold	21,873	–	–	0.93%	25
2014 Q4	$2.02M	Buy	21,873 +2,456	+13%	+$229K	0.97%	23
2014 Q3	$1.83M	Hold	19,417	–	–	1.26%	20
2014 Q2	$1.96M	Sell	19,417 -1,033	-5%	-$104K	1.49%	19
2014 Q1	$2M	Sell	20,450 -950	-4%	-$90.6K	1.62%	17
2013 Q4	$2.17M	Sell	21,400 -19,112	-47%	-$1.77M	1.76%	15
2013 Q3	$3.49M	Hold	40,512	–	–	1.9%	15
2013 Q2	$3.66M	Buy	+40,512	New	+$3.65M	2%	15

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Montgomery Investment Management's XOM Position: Q1 2020 in Review

Montgomery Investment Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 5,068 shares — an estimated $354K sold.

Montgomery Investment Management first reported a position in XOM in Q2 2013 and held it in 27 quarters. The position peaked at $3.66M in Q2 2013. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Montgomery Investment Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Montgomery Investment Management sold 5,068 ExxonMobil shares in Q1 2020, an estimated $354K.
Montgomery Investment Management first reported a position in ExxonMobil in Q2 2013 and held it in 27 quarters.
Montgomery Investment Management's ExxonMobil position peaked at $3.66M in Q2 2013.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Montgomery Investment Management's 13F filing for Q1 2020, filed 28 Apr 2020.