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Parkside Advisors’s ExxonMobil XOM Stock Holding History

Parkside Advisors’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
Q1 		– Sell
-8,415
Closed -$574K – 60
2018
Q4 		$574K Sell
8,415
-1,163
-12% -$91.2K 0.35% 26
2018
Q3 		$814K Buy
9,578
+4,345
+83% +$355K 0.54% 23
2018
Q2 		$433K Buy
5,233
+101
+2% +$8.05K 0.31% 24
2018
Q1 		$383K Buy
5,132
+2,732
+114% +$218K 0.27% 23
2017
Q4 		$201K Buy
+2,400
New +$198K 0.14% 36
2017
Q3 		– Sell
-3,944
Closed -$318K – 41
2017
Q2 		$318K Buy
3,944
+702
+22% +$57.4K 0.23% 28
2017
Q1 		$266K Buy
3,242
+720
+29% +$60.2K 0.19% 32
2016
Q4 		$228K Hold
2,522
– – 0.17% 27
2016
Q3 		$220K Hold
2,522
– – 0.16% 28
2016
Q2 		$236K Sell
2,522
-2,000
-44% -$177K 0.17% 26
2016
Q1 		$378K Buy
4,522
+1,800
+66% +$144K 0.26% 23
2015
Q4 		$202K Hold
2,722
– – 0.15% 30
2015
Q3 		$202K Sell
2,722
-400
-13% -$30.8K 0.15% 30
2015
Q2 		$260K Hold
3,122
– – 0.18% 27
2015
Q1 		$265K Sell
3,122
-560
-15% -$49.7K 0.18% 27
2014
Q4 		$340K Sell
3,682
-100
-3% -$9.32K 0.25% 28
2014
Q3 		$356K Sell
3,782
-400
-10% -$39.8K 0.26% 27
2014
Q2 		$421K Hold
4,182
– – 0.3% 26
2014
Q1 		$408K Sell
4,182
-495
-11% -$47.2K 0.31% 24
2013
Q4 		$473K Buy
+4,677
New +$432K 0.39% 23

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return