Oak Point Wealth Management’s ExxonMobil XOM Stock Holding History

Oak Point 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
2018 Q1	$682K	Buy	9,364 +4,948	+112%	+$396K	0.7%	44
2017 Q4	$369K	Buy	+4,416	New	+$365K	0.36%	72

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Oak Point Wealth Management's XOM Position: Q1 2018 in Review

Oak Point Wealth Management increased its ExxonMobil (XOM) stake by 112% in Q1 2018, buying an estimated $396K and bringing the position to 9,364 shares worth $682K. The position accounts for 0.7% of the portfolio, ranked #44.

Oak Point Wealth Management first reported a position in XOM in Q4 2017 and has held it in 2 quarters since. 2,430 funds tracked by Wall St. Rank hold XOM as of Q1 2018.

Oak Point Wealth Management held 9,364 shares of ExxonMobil worth $682K as of Q1 2018.
Oak Point Wealth Management bought 4,948 ExxonMobil shares in Q1 2018, an estimated $396K.
ExxonMobil made up 0.7% of Oak Point Wealth Management's portfolio in Q1 2018, its #44 holding.
Oak Point Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 2 quarters since.
2,430 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.