Permanens Capital’s ExxonMobil XOM Stock Holding History

Permanens Capital’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 Q3	–	Sell	-41	Closed	-$3K	–	119
2019 Q2	$3K	Buy	+41	New	+$3.17K	﹤0.01%	93

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Permanens Capital's XOM Position: Q3 2019 in Review

Permanens Capital sold out of ExxonMobil (XOM) in Q3 2019, closing a stake of 41 shares — an estimated $3K sold.

Permanens Capital first reported a position in XOM in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

Permanens Capital reported no remaining ExxonMobil position as of Q3 2019 after selling out during the quarter.
Permanens Capital sold 41 ExxonMobil shares in Q3 2019, an estimated $3K.
Permanens Capital first reported a position in ExxonMobil in Q2 2019 and held it in 1 quarter.
Permanens Capital's ExxonMobil position peaked at $3K in Q2 2019.
2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Permanens Capital's 13F filing for Q3 2019, filed 6 Nov 2019.