Oak Ridge Investments’s ExxonMobil XOM Stock Holding History

Oak Ridge Investments’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
2019 Q4	–	Sell	-4,998	Closed	-$353K	–	177
2019 Q3	$353K	Buy	4,998 +1,891	+61%	+$137K	0.03%	170
2019 Q2	$238K	Sell	3,107 -1,909	-38%	-$148K	0.02%	171
2019 Q1	$405K	Hold	5,016	–	–	0.03%	166
2018 Q4	$342K	Sell	5,016 -207	-4%	-$16.2K	0.02%	165
2018 Q3	$444K	Buy	5,223 +375	+8%	+$30.7K	0.02%	157
2018 Q2	$401K	Buy	4,848 +325	+7%	+$25.9K	0.02%	155
2018 Q1	$337K	Sell	4,523 -44	-1%	-$3.52K	0.02%	157
2017 Q4	$382K	Hold	4,567	–	–	0.02%	161
2017 Q3	$374K	Buy	+4,567	New	+$363K	0.02%	157
2014 Q4	–	Sell	-2,144	Closed	-$202K	–	153
2014 Q3	$202K	Hold	2,144	–	–	0.01%	140
2014 Q2	$216K	Hold	2,144	–	–	0.01%	140
2014 Q1	$209K	Hold	2,144	–	–	0.01%	138
2013 Q4	$217K	Buy	+2,144	New	+$198K	0.01%	129

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Oak Ridge Investments's XOM Position: Q4 2019 in Review

Oak Ridge Investments sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 4,998 shares — an estimated $353K sold.

Oak Ridge Investments first reported a position in XOM in Q4 2013 and held it in 13 quarters. The position peaked at $444K in Q3 2018. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

Oak Ridge Investments reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
Oak Ridge Investments sold 4,998 ExxonMobil shares in Q4 2019, an estimated $353K.
Oak Ridge Investments first reported a position in ExxonMobil in Q4 2013 and held it in 13 quarters.
Oak Ridge Investments's ExxonMobil position peaked at $444K in Q3 2018.
2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Oak Ridge Investments's 13F filing for Q4 2019, filed 5 Feb 2020.