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Penseco Financial Services’s ExxonMobil XOM Stock Holding History

Penseco Financial 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
2013
Q3 		$8.71M Buy
101,190
+1,107
+1% +$99.8K 6.2% 1
2013
Q2 		$9.04M Buy
+100,083
New +$9.01M 6.85% 1

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Penseco Financial Services's XOM Position: Q3 2013 in Review

Penseco Financial Services increased its ExxonMobil (XOM) stake by 1.1% in Q3 2013, buying an estimated $99.8K and bringing the position to 101,190 shares worth $8.71M. The position accounts for 6.2% of the portfolio, ranked #1.

Penseco Financial Services first reported a position in XOM in Q2 2013 and has held it in 2 quarters since. The position peaked at $9.04M in Q2 2013. 1,764 funds tracked by Wall St. Rank hold XOM as of Q3 2013.

  • Penseco Financial Services held 101,190 shares of ExxonMobil worth $8.71M as of Q3 2013.
  • Penseco Financial Services bought 1,107 ExxonMobil shares in Q3 2013, an estimated $99.8K.
  • ExxonMobil made up 6.2% of Penseco Financial Services's portfolio in Q3 2013, its #1 holding.
  • Penseco Financial Services first reported a position in ExxonMobil in Q2 2013 and has held it in 2 quarters since.
  • Penseco Financial Services's ExxonMobil position peaked at $9.04M in Q2 2013.
  • 1,764 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.