Northstar Wealth Partners’s ExxonMobil XOM Stock Holding History

Northstar 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 Q3	$1.25M	Sell	36,427 -9,849	-21%	-$403K	0.58%	57
2020 Q2	$2.07M	Buy	46,276 +3,648	+9%	+$164K	0.86%	37
2020 Q1	$1.62M	Sell	42,628 -9,049	-18%	-$500K	0.82%	40
2019 Q4	$3.61M	Sell	51,677 -242	-0.5%	-$16.7K	1.48%	17
2019 Q3	$3.67M	Buy	51,919 +1,814	+4%	+$131K	1.61%	18
2019 Q2	$3.84M	Sell	50,105 -376	-0.7%	-$29.1K	1.71%	14
2019 Q1	$4.08M	Sell	50,481 -874	-2%	-$66.6K	1.87%	10
2018 Q4	$3.5M	Sell	51,355 -1,115	-2%	-$87.5K	1.84%	11
2018 Q3	$4.46M	Sell	52,470 -2,677	-5%	-$219K	2.14%	7
2018 Q2	$4.56M	Buy	55,147 +1,650	+3%	+$131K	2.28%	5
2018 Q1	$3.99M	Buy	53,497 +16,173	+43%	+$1.29M	2.04%	5
2017 Q4	$3.25M	Sell	37,324 -1,417	-4%	-$117K	2.89%	3
2017 Q3	$3.18M	Sell	38,741 -13,082	-25%	-$1.04M	3.1%	2
2017 Q2	$4.15M	Sell	51,823 -3,801	-7%	-$311K	3.79%	2
2017 Q1	$4.59M	Buy	+55,624	New	+$4.65M	4.27%	2

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northstar Wealth Partners's XOM Position: Q3 2020 in Review

Northstar Wealth Partners reduced its ExxonMobil (XOM) stake by 21% in Q3 2020, selling an estimated $403K and leaving 36,427 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #57.

Northstar Wealth Partners first reported a position in XOM in Q1 2017 and has held it in 15 quarters since. The position peaked at $4.59M in Q1 2017. 2,296 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Northstar Wealth Partners held 36,427 shares of ExxonMobil worth $1.25M as of Q3 2020.
Northstar Wealth Partners sold 9,849 ExxonMobil shares in Q3 2020, an estimated $403K.
ExxonMobil made up 0.58% of Northstar Wealth Partners's portfolio in Q3 2020, its #57 holding.
Northstar Wealth Partners first reported a position in ExxonMobil in Q1 2017 and has held it in 15 quarters since.
Northstar Wealth Partners's ExxonMobil position peaked at $4.59M in Q1 2017.
2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.