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New England Private Wealth Advisors’s ExxonMobil XOM Stock Holding History

New England Private Wealth Advisors’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
2019
Q4 		– Sell
-14,257
Closed -$1.01M – 165
2019
Q3 		$1.01M Sell
14,257
-368
-3% -$26.6K 0.24% 54
2019
Q2 		$1.12M Buy
14,625
+17
+0.1% +$1.32K 0.27% 54
2019
Q1 		$1.18M Sell
14,608
-428
-3% -$32.6K 0.31% 52
2018
Q4 		$1.03M Buy
15,036
+299
+2% +$23.5K 0.3% 52
2018
Q3 		$1.25M Sell
14,737
-712
-5% -$58.2K 0.34% 52
2018
Q2 		$1.28M Buy
15,449
+26
+0.2% +$2.07K 0.36% 50
2018
Q1 		$1.15M Buy
15,423
+138
+0.9% +$11K 0.33% 53
2017
Q4 		$1.28M Sell
15,285
-86
-0.6% -$7.11K 0.36% 50
2017
Q3 		$1.26M Sell
15,371
-877
-5% -$69.6K 0.38% 49
2017
Q2 		$1.31M Buy
16,248
+748
+5% +$61.2K 0.4% 47
2017
Q1 		$1.28M Buy
15,500
+162
+1% +$13.5K 0.41% 47
2016
Q4 		$1.38M Buy
15,338
+2,761
+22% +$241K 0.48% 44
2016
Q3 		$1.1M Sell
12,577
-380
-3% -$33.7K 0.39% 48
2016
Q2 		$1.22M Sell
12,957
-555
-4% -$49.1K 0.46% 45
2016
Q1 		$1.13M Buy
13,512
+1,519
+13% +$122K 0.46% 45
2015
Q4 		$933K Sell
11,993
-258
-2% -$20.6K 0.37% 47
2015
Q3 		$909K Sell
12,251
-733
-6% -$56.5K 0.39% 46
2015
Q2 		$1.08M Buy
12,984
+4,231
+48% +$364K 0.41% 45
2015
Q1 		$742K Sell
8,753
-1,752
-17% -$155K 0.29% 51
2014
Q4 		$975K Buy
10,505
+2,504
+31% +$234K 0.38% 46
2014
Q3 		$752K Buy
8,001
+1,393
+21% +$139K 0.3% 51
2014
Q2 		$665K Buy
6,608
+2,347
+55% +$237K 0.27% 53
2014
Q1 		$417K Sell
4,261
-281
-6% -$26.8K 0.18% 65
2013
Q4 		$459K Buy
4,542
+557
+14% +$51.5K 0.21% 57
2013
Q3 		$342K Buy
3,985
+416
+12% +$37.5K 0.18% 58
2013
Q2 		$322K Buy
+3,569
New +$321K 0.2% 50

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

New England Private Wealth Advisors's XOM Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 14,257 shares — an estimated $1.01M sold.

New England Private Wealth Advisors first reported a position in XOM in Q2 2013 and held it in 26 quarters. The position peaked at $1.38M in Q4 2016. 2,733 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 14,257 ExxonMobil shares in Q4 2019, an estimated $1.01M.
  • New England Private Wealth Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 26 quarters.
  • New England Private Wealth Advisors's ExxonMobil position peaked at $1.38M in Q4 2016.
  • 2,733 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.