Patriot Wealth Management’s ExxonMobil XOM Stock Holding History

Patriot Wealth 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
2018 Q4	$11.5M	Sell	168,068 -3,839	-2%	-$301K	1.68%	14
2018 Q3	$14.6M	Buy	171,907 +3,957	+2%	+$324K	1.84%	12
2018 Q2	$13.9M	Buy	167,950 +4,102	+3%	+$327K	1.91%	10
2018 Q1	$12.2M	Buy	163,848 +1,442	+0.9%	+$115K	1.74%	10
2017 Q4	$13.6M	Buy	162,406 +1,209	+0.8%	+$100K	1.92%	9
2017 Q3	$13.2M	Buy	161,197 +44,754	+38%	+$3.55M	2.14%	7
2017 Q2	$9.4M	Sell	116,443 -27,100	-19%	-$2.22M	1.57%	12
2017 Q1	$11.8M	Buy	143,543 +88,224	+159%	+$7.37M	1.88%	10
2016 Q4	$4.99M	Buy	55,319 +389	+0.7%	+$34K	0.94%	46
2016 Q3	$4.79M	Buy	54,930 +1,650	+3%	+$146K	0.93%	47
2016 Q2	$4.99M	Buy	53,280 +21,966	+70%	+$1.94M	0.99%	45
2016 Q1	$2.62M	Sell	31,314 -2,573	-8%	-$206K	0.53%	58
2015 Q4	$2.64M	Buy	+33,887	New	+$2.71M	0.55%	57

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patriot Wealth Management's XOM Position: Q4 2018 in Review

Patriot Wealth Management reduced its ExxonMobil (XOM) stake by 2.2% in Q4 2018, selling an estimated $301K and leaving 168,068 shares worth $11.5M. The position accounts for 1.68% of the portfolio, ranked #14.

Patriot Wealth Management first reported a position in XOM in Q4 2015 and has held it in 13 quarters since. The position peaked at $14.6M in Q3 2018. 2,571 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

Patriot Wealth Management held 168,068 shares of ExxonMobil worth $11.5M as of Q4 2018.
Patriot Wealth Management sold 3,839 ExxonMobil shares in Q4 2018, an estimated $301K.
ExxonMobil made up 1.68% of Patriot Wealth Management's portfolio in Q4 2018, its #14 holding.
Patriot Wealth Management first reported a position in ExxonMobil in Q4 2015 and has held it in 13 quarters since.
Patriot Wealth Management's ExxonMobil position peaked at $14.6M in Q3 2018.
2,571 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.