Petix & Botte Financial’s ExxonMobil XOM Stock Holding History

Petix & Botte Financial’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 Q1	–	Sell	-3,837	Closed	-$268K	–	81
2019 Q4	$268K	Buy	+3,837	New	+$265K	0.21%	68

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

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

Norges Bank Oslo, Norway $935B AUM

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

Petix & Botte Financial's XOM Position: Q1 2020 in Review

Petix & Botte Financial sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,837 shares — an estimated $268K sold.

Petix & Botte Financial first reported a position in XOM in Q4 2019 and held it in 1 quarter. The position peaked at $268K in Q4 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Petix & Botte Financial reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Petix & Botte Financial sold 3,837 ExxonMobil shares in Q1 2020, an estimated $268K.
Petix & Botte Financial first reported a position in ExxonMobil in Q4 2019 and held it in 1 quarter.
Petix & Botte Financial's ExxonMobil position peaked at $268K in Q4 2019.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Petix & Botte Financial's 13F filing for Q1 2020, filed 29 Apr 2020.