PSG
XOM icon

Planning Solutions Group’s ExxonMobil XOM Stock Holding History

Planning Solutions Group’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
Q2 		$970K Buy
12,652
+103
+0.8% +$7.97K 0.5% 36
2019
Q1 		$1.01M Buy
12,549
+275
+2% +$21K 0.54% 37
2018
Q4 		$837K Buy
+12,274
New +$963K 0.51% 39

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planning Solutions Group's XOM Position: Q2 2019 in Review

Planning Solutions Group increased its ExxonMobil (XOM) stake by 0.82% in Q2 2019, buying an estimated $7.97K and bringing the position to 12,652 shares worth $970K. The position accounts for 0.5% of the portfolio, ranked #36.

Planning Solutions Group first reported a position in XOM in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2019. 2,533 funds tracked by Wall St. Rank hold XOM as of Q2 2019.

  • Planning Solutions Group held 12,652 shares of ExxonMobil worth $970K as of Q2 2019.
  • Planning Solutions Group bought 103 ExxonMobil shares in Q2 2019, an estimated $7.97K.
  • ExxonMobil made up 0.5% of Planning Solutions Group's portfolio in Q2 2019, its #36 holding.
  • Planning Solutions Group first reported a position in ExxonMobil in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's ExxonMobil position peaked at $1.01M in Q1 2019.
  • 2,533 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.