Mosaic Financial Partners’s ExxonMobil XOM Stock Holding History

Mosaic Financial Partners’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 Q2	$308K	Sell	3,717 -261	-7%	-$20.8K	0.2%	42
2018 Q1	$296K	Buy	+3,978	New	+$318K	0.18%	45
2017 Q1	–	Sell	-2,237	Closed	-$202K	–	45
2016 Q4	$202K	Buy	+2,237	New	+$195K	0.13%	43
2016 Q3	–	Sell	-2,237	Closed	-$210K	–	44
2016 Q2	$210K	Sell	2,237 -1,466	-40%	-$130K	0.13%	44
2016 Q1	$310K	Sell	3,703 -150	-4%	-$12K	0.2%	39
2015 Q4	$300K	Sell	3,853 -152	-4%	-$12.2K	0.19%	39
2015 Q3	$298K	Sell	4,005 -134	-3%	-$10.3K	0.19%	38
2015 Q2	$344K	Buy	4,139 +210	+5%	+$18.1K	0.24%	41
2015 Q1	$334K	Hold	3,929	–	–	0.23%	41
2014 Q4	$363K	Sell	3,929 -200	-5%	-$18.7K	0.25%	39
2014 Q3	$388K	Buy	4,129 +617	+18%	+$61.5K	0.27%	38
2014 Q2	$354K	Buy	3,512 +25	+0.7%	+$2.52K	0.24%	39
2014 Q1	$341K	Hold	3,487	–	–	0.24%	38
2013 Q4	$352K	Sell	3,487 -300	-8%	-$27.7K	0.26%	39
2013 Q3	$325K	Buy	+3,787	New	+$341K	0.25%	38

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mosaic Financial Partners's XOM Position: Q2 2018 in Review

Mosaic Financial Partners reduced its ExxonMobil (XOM) stake by 6.6% in Q2 2018, selling an estimated $20.8K and leaving 3,717 shares worth $308K. The position accounts for 0.2% of the portfolio, ranked #42.

Mosaic Financial Partners first reported a position in XOM in Q3 2013 and has held it in 15 quarters since. The position peaked at $388K in Q3 2014. 2,433 funds tracked by Wall St. Rank hold XOM as of Q2 2018.

Mosaic Financial Partners held 3,717 shares of ExxonMobil worth $308K as of Q2 2018.
Mosaic Financial Partners sold 261 ExxonMobil shares in Q2 2018, an estimated $20.8K.
ExxonMobil made up 0.2% of Mosaic Financial Partners's portfolio in Q2 2018, its #42 holding.
Mosaic Financial Partners first reported a position in ExxonMobil in Q3 2013 and has held it in 15 quarters since.
Mosaic Financial Partners's ExxonMobil position peaked at $388K in Q3 2014.
2,433 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.