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Point View Wealth Management’s ExxonMobil XOM Stock Holding History

Point View Wealth Management’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
Q4 		$3.19M Sell
77,474
-10,990
-12% -$412K 1.3% 6
2020
Q3 		$3.04M Buy
88,464
+5,396
+6% +$221K 1.44% 5
2020
Q2 		$3.71M Buy
83,068
+2,024
+2% +$90.8K 1.78% 3
2020
Q1 		$3.08M Buy
81,044
+20,967
+35% +$1.16M 1.69% 3
2019
Q4 		$4.19M Buy
60,077
+12,506
+26% +$865K 1.74% 2
2019
Q3 		$3.36M Sell
47,571
-1,651
-3% -$119K 1.52% 3
2019
Q2 		$3.77M Buy
49,222
+2,499
+5% +$193K 1.61% 3
2019
Q1 		$3.77M Sell
46,723
-461
-1% -$35.1K 1.68% 2
2018
Q4 		$3.22M Buy
47,184
+932
+2% +$73.1K 1.62% 3
2018
Q3 		$3.93M Buy
46,252
+87
+0.2% +$7.11K 1.75% 2
2018
Q2 		$3.82M Buy
46,165
+2,491
+6% +$198K 1.77% 2
2018
Q1 		$3.26M Buy
43,674
+501
+1% +$40K 1.56% 5
2017
Q4 		$3.61M Buy
43,173
+427
+1% +$35.3K 1.71% 3
2017
Q3 		$3.5M Buy
42,746
+1,678
+4% +$133K 1.68% 2
2017
Q2 		$3.31M Buy
41,068
+4,306
+12% +$352K 1.63% 2
2017
Q1 		$3.02M Buy
36,762
+2,490
+7% +$208K 1.55% 3
2016
Q4 		$3.09M Sell
34,272
-370
-1% -$32.3K 1.78% 2
2016
Q3 		$3.02M Sell
34,642
-168
-0.5% -$14.9K 1.79% 3
2016
Q2 		$3.26M Buy
34,810
+781
+2% +$69.1K 1.98% 2
2016
Q1 		$2.84M Buy
34,029
+2,030
+6% +$163K 1.83% 3
2015
Q4 		$2.49M Buy
31,999
+3,441
+12% +$275K 1.8% 3
2015
Q3 		$2.12M Buy
28,558
+3,614
+14% +$278K 1.7% 5
2015
Q2 		$2.08M Buy
24,944
+1,937
+8% +$167K 1.61% 6
2015
Q1 		$1.96M Buy
23,007
+1,214
+6% +$108K 1.51% 8
2014
Q4 		$2.02M Buy
21,793
+2,350
+12% +$219K 1.5% 8
2014
Q3 		$1.83M Buy
19,443
+129
+0.7% +$12.8K 1.55% 9
2014
Q2 		$1.94M Sell
19,314
-2,497
-11% -$252K 1.69% 5
2014
Q1 		$2.13M Buy
21,811
+25
+0.1% +$2.38K 1.94% 4
2013
Q4 		$2.21M Buy
+21,786
New +$2.01M 2.09% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Point View Wealth Management's XOM Position: Q4 2020 in Review

Point View Wealth Management reduced its ExxonMobil (XOM) stake by 12% in Q4 2020, selling an estimated $412K and leaving 77,474 shares worth $3.19M. The position accounts for 1.3% of the portfolio, ranked #6.

Point View Wealth Management first reported a position in XOM in Q4 2013 and has held it in 29 quarters since. The position peaked at $4.19M in Q4 2019. 2,553 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

  • Point View Wealth Management held 77,474 shares of ExxonMobil worth $3.19M as of Q4 2020.
  • Point View Wealth Management sold 10,990 ExxonMobil shares in Q4 2020, an estimated $412K.
  • ExxonMobil made up 1.3% of Point View Wealth Management's portfolio in Q4 2020, its #6 holding.
  • Point View Wealth Management first reported a position in ExxonMobil in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's ExxonMobil position peaked at $4.19M in Q4 2019.
  • 2,553 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.