Pope Asset Management’s ExxonMobil XOM Stock Holding History

Pope Asset 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
2018 Q3	$297K	Buy	+3,500	New	+$286K	0.18%	19
2017 Q4	$292K	Hold	3,500	–	–	0.19%	22
2017 Q3	$286K	Hold	3,500	–	–	0.18%	21
2017 Q2	$282K	Hold	3,500	–	–	0.2%	22
2017 Q1	$287K	Hold	3,500	–	–	0.18%	23
2016 Q4	$315K	Hold	3,500	–	–	0.23%	22
2016 Q3	$305K	Buy	+3,500	New	+$311K	0.25%	20
2016 Q1	$292K	Hold	3,500	–	–	0.24%	20
2015 Q4	$30K	Hold	3,500	–	–	0.02%	24
2015 Q3	$298K	Hold	3,500	–	–	0.19%	26
2015 Q2	$291K	Hold	3,500	–	–	0.24%	20
2015 Q1	$298K	Hold	3,500	–	–	0.25%	20
2014 Q4	$324K	Hold	3,500	–	–	0.26%	19
2014 Q3	$329K	Hold	3,500	–	–	0.2%	19
2014 Q2	$352K	Hold	3,500	–	–	0.2%	19
2014 Q1	$342K	Hold	3,500	–	–	0.2%	20
2013 Q4	$354K	Hold	3,500	–	–	0.49%	11
2013 Q3	$301K	Hold	3,500	–	–	0.43%	10
2013 Q2	$316K	Buy	+3,500	New	+$315K	0.52%	11

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pope Asset Management's XOM Position: Q3 2018 in Review

Pope Asset Management opened a new position in ExxonMobil (XOM) in Q3 2018: 3,500 shares worth $297K. The stake represents 0.18% of the portfolio and ranks #19 among its holdings. This is a return to the name: Pope Asset Management previously reported a position in XOM as recently as Q4 2017.

Pope Asset Management first reported a position in XOM in Q2 2013 and has held it in 19 quarters since. The position peaked at $354K in Q4 2013. 2,424 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

Pope Asset Management held 3,500 shares of ExxonMobil worth $297K as of Q3 2018.
ExxonMobil was a new Pope Asset Management position in Q3 2018.
ExxonMobil made up 0.18% of Pope Asset Management's portfolio in Q3 2018, its #19 holding.
Pope Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 19 quarters since.
Pope Asset Management's ExxonMobil position peaked at $354K in Q4 2013.
2,424 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on Pope Asset Management's 13F filing for Q3 2018, filed 30 Nov 2018.