Orser Capital Management’s ExxonMobil XOM Stock Holding History

Orser Capital 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	-3,103	Closed	-$216K	–	86
2019 Q4	$216K	Sell	3,103 -500	-14%	-$34.6K	0.21%	78
2019 Q3	$244K	Buy	3,603 +600	+20%	+$43.4K	0.29%	60
2019 Q2	$230K	Hold	3,003	–	–	0.24%	63
2019 Q1	$243K	Sell	3,003 -1,016	-25%	-$77.5K	0.27%	62
2018 Q4	$329K	Hold	4,019	–	–	0.38%	58
2018 Q3	$329K	Sell	4,019 -8,150	-67%	-$666K	0.32%	69
2018 Q2	$1.01M	Sell	12,169 -1,950	-14%	-$155K	0.88%	49
2018 Q1	$1.1M	Buy	14,119 +1,950	+16%	+$156K	1.02%	43
2017 Q4	$1.06M	Buy	+12,169	New	+$1.01M	0.94%	47

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

Orser Capital Management's XOM Position: Q1 2020 in Review

Orser Capital Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,103 shares — an estimated $216K sold.

Orser Capital Management first reported a position in XOM in Q4 2017 and held it in 9 quarters. The position peaked at $1.1M in Q1 2018. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Orser Capital Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Orser Capital Management sold 3,103 ExxonMobil shares in Q1 2020, an estimated $216K.
Orser Capital Management first reported a position in ExxonMobil in Q4 2017 and held it in 9 quarters.
Orser Capital Management's ExxonMobil position peaked at $1.1M in Q1 2018.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Orser Capital Management's 13F filing for Q1 2020, filed 8 May 2020.