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Osborn Williams & Donohoe’s ExxonMobil XOM Stock Holding History

Osborn Williams & Donohoe’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 		$5.47M Buy
143,974
+13,134
+10% +$725K 0.72% 45
2019
Q4 		$9.13M Sell
130,840
-19,478
-13% -$1.35M 0.91% 33
2019
Q3 		$10.6M Buy
150,318
+3,261
+2% +$236K 1.07% 25
2019
Q2 		$11.3M Buy
147,057
+12,409
+9% +$961K 1.16% 20
2019
Q1 		$11M Buy
134,648
+33,962
+34% +$2.59M 1.13% 20
2018
Q4 		$6.87M Buy
100,686
+3,836
+4% +$301K 1.21% 25
2018
Q3 		$8.23M Sell
96,850
-423
-0.4% -$34.6K 1.28% 24
2018
Q2 		$8.05M Sell
97,273
-737
-0.8% -$58.7K 1.36% 21
2018
Q1 		$7.31M Sell
98,010
-1,607
-2% -$128K 1.26% 23
2017
Q4 		$8.33M Sell
99,617
-1,792
-2% -$148K 1.43% 21
2017
Q3 		$8.31M Sell
101,409
-40,918
-29% -$3.25M 1.5% 19
2017
Q2 		$11.5M Sell
142,327
-14,371
-9% -$1.18M 2.08% 6
2017
Q1 		$12.9M Sell
156,698
-1,227
-0.8% -$103K 2.32% 4
2016
Q4 		$14.3M Sell
157,925
-257
-0.2% -$22.5K 2.68% 3
2016
Q3 		$13.8M Sell
158,182
-2,549
-2% -$226K 2.64% 3
2016
Q2 		$15.1M Buy
160,731
+1,067
+0.7% +$94.3K 2.93% 2
2016
Q1 		$13.3M Buy
159,664
+3,406
+2% +$273K 2.67% 2
2015
Q4 		$12.2M Sell
156,258
-10,831
-6% -$866K 2.51% 2
2015
Q3 		$12.2M Buy
167,089
+6,302
+4% +$486K 2.65% 2
2015
Q2 		$12.9M Sell
160,787
-4,804
-3% -$413K 2.58% 2
2015
Q1 		$14.1M Buy
165,591
+1,581
+1% +$140K 2.74% 2
2014
Q4 		$15.2M Sell
164,010
-850
-0.5% -$79.3K 2.97% 2
2014
Q3 		$15.5M Sell
164,860
-2,270
-1% -$226K 3.23% 2
2014
Q2 		$17M Sell
167,130
-424
-0.3% -$42.8K 3.52% 2
2014
Q1 		$16.4M Sell
167,554
-7,631
-4% -$727K 3.6% 2
2013
Q4 		$17.7M Sell
175,185
-3,780
-2% -$350K 3.98% 2
2013
Q3 		$15.4M Sell
178,965
-1,097
-0.6% -$98.9K 3.76% 2
2013
Q2 		$16.3M Buy
+180,062
New +$16.2M 4.24% 2

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Osborn Williams & Donohoe's XOM Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its ExxonMobil (XOM) stake by 10% in Q1 2020, buying an estimated $725K and bringing the position to 143,974 shares worth $5.47M. The position accounts for 0.72% of the portfolio, ranked #45.

Osborn Williams & Donohoe first reported a position in XOM in Q2 2013 and has held it in 28 quarters since. The position peaked at $17.7M in Q4 2013. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

  • Osborn Williams & Donohoe held 143,974 shares of ExxonMobil worth $5.47M as of Q1 2020.
  • Osborn Williams & Donohoe bought 13,134 ExxonMobil shares in Q1 2020, an estimated $725K.
  • ExxonMobil made up 0.72% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #45 holding.
  • Osborn Williams & Donohoe first reported a position in ExxonMobil in Q2 2013 and has held it in 28 quarters since.
  • Osborn Williams & Donohoe's ExxonMobil position peaked at $17.7M in Q4 2013.
  • 2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.