OptiFour Integrated Wealth Management’s ExxonMobil XOM Stock Holding History

OptiFour Integrated 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
2019 Q4	$411K	Sell	5,895 -24	-0.4%	-$1.66K	0.28%	44
2019 Q3	$418K	Sell	5,919 -602	-9%	-$43.5K	0.3%	44
2019 Q2	$500K	Buy	6,521 +146	+2%	+$11.3K	0.35%	41
2019 Q1	$515K	Hold	6,375	–	–	0.42%	25
2018 Q4	$435K	Sell	6,375 -115	-2%	-$9.02K	0.4%	26
2018 Q3	$552K	Sell	6,490 -150	-2%	-$12.3K	0.45%	27
2018 Q2	$549K	Sell	6,640 -2,840	-30%	-$226K	0.47%	24
2018 Q1	$707K	Hold	9,480	–	–	0.59%	21
2017 Q4	$793K	Buy	+9,480	New	+$784K	0.66%	21

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

OptiFour Integrated Wealth Management's XOM Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its ExxonMobil (XOM) stake by 0.41% in Q4 2019, selling an estimated $1.66K and leaving 5,895 shares worth $411K. The position accounts for 0.28% of the portfolio, ranked #44.

OptiFour Integrated Wealth Management first reported a position in XOM in Q4 2017 and has held it in 9 quarters since. The position peaked at $793K in Q4 2017. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

OptiFour Integrated Wealth Management held 5,895 shares of ExxonMobil worth $411K as of Q4 2019.
OptiFour Integrated Wealth Management sold 24 ExxonMobil shares in Q4 2019, an estimated $1.66K.
ExxonMobil made up 0.28% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #44 holding.
OptiFour Integrated Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's ExxonMobil position peaked at $793K in Q4 2017.
2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.