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Peachtree Investment Advisors’s ExxonMobil XOM Stock Holding History

Peachtree Investment 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
2018
Q4 		$688K Buy
10,096
+695
+7% +$54.5K 0.53% 38
2018
Q3 		$799K Buy
9,401
+625
+7% +$51.1K 0.55% 35
2018
Q2 		$726K Buy
8,776
+855
+11% +$68.1K 0.53% 36
2018
Q1 		$591K Buy
7,921
+1,845
+30% +$147K 0.44% 45
2017
Q4 		$508K Buy
6,076
+660
+12% +$54.6K 0.39% 50
2017
Q3 		$444K Sell
5,416
-150
-3% -$11.9K 0.38% 51
2017
Q2 		$449K Sell
5,566
-538
-9% -$44K 0.38% 55
2017
Q1 		$501K Sell
6,104
-60
-1% -$5.01K 0.46% 53
2016
Q4 		$556K Sell
6,164
-100
-2% -$8.74K 0.55% 51
2016
Q3 		$547K Buy
6,264
+200
+3% +$17.7K 0.54% 51
2016
Q2 		$568K Sell
6,064
-301
-5% -$26.6K 0.58% 50
2016
Q1 		$532K Sell
6,365
-400
-6% -$32K 0.53% 53
2015
Q4 		$527K Sell
6,765
-50,720
-88% -$4.05M 0.55% 52
2015
Q3 		$4.27M Sell
57,485
-1,967
-3% -$152K 4.44% 4
2015
Q2 		$4.95M Sell
59,452
-448
-0.7% -$38.5K 3.69% 3
2015
Q1 		$5.09M Buy
59,900
+1,122
+2% +$99.5K 3.65% 4
2014
Q4 		$5.38M Sell
58,778
-8,834
-13% -$824K 3.6% 3
2014
Q3 		$6.36M Sell
67,612
-1,400
-2% -$139K 4.25% 2
2014
Q2 		$6.95M Sell
69,012
-4,148
-6% -$418K 4.64% 2
2014
Q1 		$7.15M Sell
73,160
-319
-0.4% -$30.4K 4.87% 2
2013
Q4 		$7.44M Buy
+73,479
New +$6.79M 5.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peachtree Investment Advisors's XOM Position: Q4 2018 in Review

Peachtree Investment Advisors increased its ExxonMobil (XOM) stake by 7.4% in Q4 2018, buying an estimated $54.5K and bringing the position to 10,096 shares worth $688K. The position accounts for 0.53% of the portfolio, ranked #38.

Peachtree Investment Advisors first reported a position in XOM in Q4 2013 and has held it in 21 quarters since. The position peaked at $7.44M in Q4 2013. 2,571 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

  • Peachtree Investment Advisors held 10,096 shares of ExxonMobil worth $688K as of Q4 2018.
  • Peachtree Investment Advisors bought 695 ExxonMobil shares in Q4 2018, an estimated $54.5K.
  • ExxonMobil made up 0.53% of Peachtree Investment Advisors's portfolio in Q4 2018, its #38 holding.
  • Peachtree Investment Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's ExxonMobil position peaked at $7.44M in Q4 2013.
  • 2,571 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.