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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Parkside Advisors's XOM Position: Q1 2019 in Review

Parkside Advisors sold out of ExxonMobil (XOM) in Q1 2019, closing a stake of 8,415 shares — an estimated $574K sold.

Parkside Advisors first reported a position in XOM in Q4 2013 and held it in 20 quarters. The position peaked at $814K in Q3 2018. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

  • Parkside Advisors reported no remaining ExxonMobil position as of Q1 2019 after selling out during the quarter.
  • Parkside Advisors sold 8,415 ExxonMobil shares in Q1 2019, an estimated $574K.
  • Parkside Advisors first reported a position in ExxonMobil in Q4 2013 and held it in 20 quarters.
  • Parkside Advisors's ExxonMobil position peaked at $814K in Q3 2018.
  • 2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Parkside Advisors's 13F filing for Q1 2019, filed 11 Apr 2019.