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PHH Investments’s ExxonMobil XOM Stock Holding History

PHH Investments’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
Q4 		– Sell
-4,299
Closed -$304K – 85
2019
Q3 		$304K Buy
+4,299
New +$311K 0.08% 72
2017
Q3 		– Sell
-3,475
Closed -$281K – 76
2017
Q2 		$281K Sell
3,475
-8,870
-72% -$726K 0.1% 66
2017
Q1 		$1.01M Sell
12,345
-293
-2% -$24.5K 0.37% 50
2016
Q4 		$1.08M Buy
+12,638
New +$1.1M 0.44% 47

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PHH Investments's XOM Position: Q4 2019 in Review

PHH Investments sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 4,299 shares — an estimated $304K sold.

PHH Investments first reported a position in XOM in Q4 2016 and held it in 4 quarters. The position peaked at $1.08M in Q4 2016. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

  • PHH Investments reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
  • PHH Investments sold 4,299 ExxonMobil shares in Q4 2019, an estimated $304K.
  • PHH Investments first reported a position in ExxonMobil in Q4 2016 and held it in 4 quarters.
  • PHH Investments's ExxonMobil position peaked at $1.08M in Q4 2016.
  • 2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.