Partnervest Advisory Services’s ExxonMobil XOM Stock Holding History

Partnervest Advisory Services’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 Q3	$538K	Sell	15,674 -5,015	-24%	-$205K	0.17%	107
2020 Q2	$925K	Sell	20,689 -13,585	-40%	-$609K	0.35%	58
2020 Q1	$1.3M	Buy	34,274 +15,494	+83%	+$856K	0.58%	28
2019 Q4	$1.31M	Buy	18,780 +1,126	+6%	+$77.9K	0.48%	40
2019 Q3	$1.25M	Sell	17,654 -38	-0.2%	-$2.75K	0.45%	45
2019 Q2	$1.36M	Sell	17,692 -1,465	-8%	-$113K	0.54%	40
2019 Q1	$1.55M	Buy	19,157 +1,891	+11%	+$144K	0.64%	26
2018 Q4	$1.18M	Buy	17,266 +3,510	+26%	+$275K	0.57%	36
2018 Q3	$1.17M	Sell	13,756 -622	-4%	-$50.9K	0.46%	46
2018 Q2	$1.19M	Buy	14,378 +776	+6%	+$61.8K	0.55%	37
2018 Q1	$1.01M	Sell	13,602 -2,038	-13%	-$163K	0.49%	44
2017 Q4	$1.31M	Buy	15,640 +578	+4%	+$47.8K	0.64%	32
2017 Q3	$1.24M	Sell	15,062 -5,531	-27%	-$439K	0.6%	34
2017 Q2	$1.66M	Sell	20,593 -2,179	-10%	-$178K	0.75%	27
2017 Q1	$1.87M	Buy	22,772 +7,028	+45%	+$587K	0.84%	23
2016 Q4	$1.42M	Buy	15,744 +8,596	+120%	+$751K	0.66%	31
2016 Q3	$624K	Sell	7,148 -280	-4%	-$24.8K	0.29%	77
2016 Q2	$696K	Sell	7,428 -713	-9%	-$63K	0.34%	59
2016 Q1	$680K	Buy	8,141 +1,669	+26%	+$134K	0.36%	56
2015 Q4	$504K	Sell	6,472 -6,356	-50%	-$508K	0.28%	77
2015 Q3	$954K	Sell	12,828 -943	-7%	-$72.7K	0.54%	36
2015 Q2	$1.15M	Buy	13,771 +6,547	+91%	+$563K	0.57%	33
2015 Q1	$614K	Buy	7,224 +36	+0.5%	+$3.19K	0.32%	58
2014 Q4	$665K	Buy	7,188 +596	+9%	+$55.6K	0.32%	56
2014 Q3	$620K	Sell	6,592 -1,416	-18%	-$141K	0.32%	57
2014 Q2	$806K	Sell	8,008 -900	-10%	-$90.8K	0.36%	43
2014 Q1	$870K	Buy	8,908 +482	+6%	+$45.9K	0.39%	38
2013 Q4	$853K	Buy	8,426 +1,314	+18%	+$121K	0.4%	39
2013 Q3	$612K	Buy	7,112 +202	+3%	+$18.2K	0.31%	42
2013 Q2	$624K	Buy	+6,910	New	+$622K	0.28%	41

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Partnervest Advisory Services's XOM Position: Q3 2020 in Review

Partnervest Advisory Services reduced its ExxonMobil (XOM) stake by 24% in Q3 2020, selling an estimated $205K and leaving 15,674 shares worth $538K. The position accounts for 0.17% of the portfolio, ranked #107.

Partnervest Advisory Services first reported a position in XOM in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.87M in Q1 2017. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Partnervest Advisory Services held 15,674 shares of ExxonMobil worth $538K as of Q3 2020.
Partnervest Advisory Services sold 5,015 ExxonMobil shares in Q3 2020, an estimated $205K.
ExxonMobil made up 0.17% of Partnervest Advisory Services's portfolio in Q3 2020, its #107 holding.
Partnervest Advisory Services first reported a position in ExxonMobil in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's ExxonMobil position peaked at $1.87M in Q1 2017.
2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.