NewFocus Financial Group’s ExxonMobil XOM Stock Holding History

NewFocus Financial Group’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 Q3	–	Sell	-20,079	Closed	-$1.66M	–	76
2018 Q2	$1.66M	Buy	20,079 +155	+0.8%	+$12.3K	1%	32
2018 Q1	$1.49M	Sell	19,924 -541	-3%	-$43.2K	0.93%	34
2017 Q4	$1.71M	Buy	20,465 +513	+3%	+$42.4K	1.04%	34
2017 Q3	$1.64M	Buy	19,952 +654	+3%	+$51.9K	1.06%	34
2017 Q2	$1.56M	Buy	19,298 +336	+2%	+$27.5K	0.88%	36
2017 Q1	$1.55M	Sell	18,962 -6,041	-24%	-$505K	0.96%	32
2016 Q4	$2.26M	Buy	25,003 +1,438	+6%	+$126K	1.52%	26
2016 Q3	$2.06M	Buy	23,565 +179	+0.8%	+$15.9K	1.49%	25
2016 Q2	$2.19M	Buy	23,386 +360	+2%	+$31.8K	1.62%	26
2016 Q1	$1.93M	Buy	23,026 +1,530	+7%	+$123K	1.41%	26
2015 Q4	$1.66M	Sell	21,496 -5,065	-19%	-$405K	1.15%	34
2015 Q3	$1.98M	Sell	26,561 -617	-2%	-$47.5K	1.52%	28
2015 Q2	$2.26M	Sell	27,178 -1,183	-4%	-$102K	1.46%	31
2015 Q1	$2.41M	Sell	28,361 -752	-3%	-$66.7K	1.5%	29
2014 Q4	$2.69M	Sell	29,113 -38	-0.1%	-$3.54K	1.86%	24
2014 Q3	$2.73M	Sell	29,151 -2,263	-7%	-$225K	2.2%	24
2014 Q2	$3.16M	Sell	31,414 -134	-0.4%	-$13.5K	2.5%	22
2014 Q1	$3.08M	Buy	31,548 +17	+0.1%	+$1.62K	2.55%	25
2013 Q4	$3.19M	Buy	+31,531	New	+$2.92M	2.69%	22

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

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 America

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return