Newfound Research’s ExxonMobil XOM Stock Holding History

Newfound Research’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 Q2	–	Sell	-4	Closed	–	–	199
2020 Q1	$0	Hold	4	–	–	﹤0.01%	217
2019 Q4	$0	Sell	4 -1	-20%	-$69	﹤0.01%	229
2019 Q3	$0	Hold	5	–	–	﹤0.01%	228
2019 Q2	$0	Hold	5	–	–	﹤0.01%	226
2019 Q1	$0	Hold	5	–	–	﹤0.01%	235
2018 Q4	$0	Hold	5	–	–	﹤0.01%	222
2018 Q3	$0	Hold	5	–	–	﹤0.01%	232
2018 Q2	$0	Buy	5 +3	+150%	+$239	﹤0.01%	229
2018 Q1	$0	Buy	+2	New	+$160	﹤0.01%	268

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

Norges Bank Oslo, Norway $935B AUM

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

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

Newfound Research's XOM Position: Q2 2020 in Review

Newfound Research sold out of ExxonMobil (XOM) in Q2 2020, closing a stake of 4 shares.

Newfound Research first reported a position in XOM in Q1 2018 and held it in 9 quarters. The position peaked at $0 in Q1 2020. 2,471 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

Newfound Research reported no remaining ExxonMobil position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 4 ExxonMobil shares in Q2 2020.
Newfound Research first reported a position in ExxonMobil in Q1 2018 and held it in 9 quarters.
Newfound Research's ExxonMobil position peaked at $0 in Q1 2020.
2,471 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.