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MYCIO Wealth Partners’s ExxonMobil XOM Stock Holding History

MYCIO Wealth 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
2020
Q1 		– Sell
-44,710
Closed -$3.12M – 430
2019
Q4 		$3.12M Buy
44,710
+748
+2% +$51.7K 0.2% 57
2019
Q3 		$3.1M Buy
43,962
+818
+2% +$59.1K 0.23% 48
2019
Q2 		$3.31M Sell
43,144
-749
-2% -$58K 0.26% 44
2019
Q1 		$3.55M Sell
43,893
-736
-2% -$56.1K 0.29% 43
2018
Q4 		$3.04M Buy
44,629
+2,097
+5% +$165K 0.28% 47
2018
Q3 		$3.62M Sell
42,532
-4,907
-10% -$401K 0.35% 31
2018
Q2 		$3.92M Buy
47,439
+1,678
+4% +$134K 0.41% 33
2018
Q1 		$3.41M Sell
45,761
-183
-0.4% -$14.6K 0.39% 30
2017
Q4 		$3.84M Buy
45,944
+595
+1% +$49.2K 0.41% 31
2017
Q3 		$3.72M Sell
45,349
-877
-2% -$69.6K 0.42% 28
2017
Q2 		$3.73M Sell
46,226
-3,392
-7% -$278K 0.44% 27
2017
Q1 		$4.07M Buy
49,618
+381
+0.8% +$31.8K 0.5% 26
2016
Q4 		$4.44M Buy
49,237
+9,605
+24% +$839K 0.6% 22
2016
Q3 		$3.46M Buy
39,632
+295
+0.7% +$26.2K 0.57% 21
2016
Q2 		$3.69M Buy
39,337
+680
+2% +$60.1K 0.63% 19
2016
Q1 		$3.23M Buy
38,657
+3,055
+9% +$245K 0.57% 22
2015
Q4 		$2.77M Sell
35,602
-390
-1% -$31.2K 0.5% 27
2015
Q3 		$2.68M Buy
35,992
+867
+2% +$66.8K 0.55% 23
2015
Q2 		$2.92M Sell
35,125
-94
-0.3% -$8.08K 0.57% 21
2015
Q1 		$2.99M Buy
35,219
+452
+1% +$40.1K 0.61% 21
2014
Q4 		$3.21M Buy
34,767
+223
+0.6% +$20.8K 0.68% 18
2014
Q3 		$3.25M Buy
34,544
+1,451
+4% +$145K 0.76% 17
2014
Q2 		$3.33M Buy
33,093
+76
+0.2% +$7.67K 0.76% 18
2014
Q1 		$3.23M Buy
33,017
+1,204
+4% +$115K 0.79% 17
2013
Q4 		$3.22M Buy
31,813
+121
+0.4% +$11.2K 0.8% 17
2013
Q3 		$2.73M Buy
31,692
+1,873
+6% +$169K 0.74% 15
2013
Q2 		$2.69M Buy
+29,819
New +$2.68M 0.75% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MYCIO Wealth Partners's XOM Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 44,710 shares — an estimated $3.12M sold.

MYCIO Wealth Partners first reported a position in XOM in Q2 2013 and held it in 27 quarters. The position peaked at $4.44M in Q4 2016. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 44,710 ExxonMobil shares in Q1 2020, an estimated $3.12M.
  • MYCIO Wealth Partners first reported a position in ExxonMobil in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's ExxonMobil position peaked at $4.44M in Q4 2016.
  • 2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.