Nicola Wealth Management’s ExxonMobil XOM Stock Holding History

Nicola Wealth Management’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	-36,374	Closed	-$1.88M	–	118
2019 Q4	$1.88M	Buy	36,374 +15,927	+78%	+$1.1M	0.28%	86
2019 Q3	$1.91M	Hold	20,447	–	–	0.3%	82
2019 Q2	$2.05M	Hold	20,447	–	–	0.34%	81
2019 Q1	$2.21M	Sell	20,447 -54,000	-73%	-$4.12M	0.33%	90
2018 Q4	$5.58M	Buy	74,447 +54,000	+264%	+$4.24M	0.92%	45
2018 Q3	$2.25M	Buy	+20,447	New	+$1.67M	0.39%	85

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Nicola Wealth Management's XOM Position: Q1 2020 in Review

Nicola Wealth Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 36,374 shares — an estimated $1.88M sold.

Nicola Wealth Management first reported a position in XOM in Q3 2018 and held it in 6 quarters. The position peaked at $5.58M in Q4 2018. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Nicola Wealth Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Nicola Wealth Management sold 36,374 ExxonMobil shares in Q1 2020, an estimated $1.88M.
Nicola Wealth Management first reported a position in ExxonMobil in Q3 2018 and held it in 6 quarters.
Nicola Wealth Management's ExxonMobil position peaked at $5.58M in Q4 2018.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Nicola Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.