Portfolio Solutions’s ExxonMobil XOM Stock Holding History

Portfolio Solutions’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
2021 Q3	–	Sell	-6,732	Closed	-$390K	–	49
2021 Q2	$390K	Buy	6,732 +266	+4%	+$15.9K	0.05%	31
2021 Q1	$361K	Buy	6,466 +144	+2%	+$7.55K	0.04%	30
2020 Q4	$261K	Sell	6,322 -471	-7%	-$17.7K	0.03%	33
2020 Q3	$233K	Sell	6,793 -25	-0.4%	-$1.02K	0.03%	49
2020 Q2	$305K	Hold	6,818	–	–	0.04%	41
2020 Q1	$259K	Buy	6,818 +246	+4%	+$13.6K	0.04%	38
2019 Q4	$459K	Buy	6,572 +248	+4%	+$17.1K	0.06%	33
2019 Q3	$447K	Buy	6,324 +1,436	+29%	+$104K	0.06%	24
2019 Q2	$375K	Buy	4,888 +66	+1%	+$5.11K	0.05%	25
2019 Q1	$390K	Buy	4,822 +745	+18%	+$56.8K	0.06%	26
2018 Q4	$278K	Hold	4,077	–	–	0.04%	36
2018 Q3	$350K	Sell	4,077 -43	-1%	-$3.52K	0.05%	30
2018 Q2	$341K	Hold	4,120	–	–	0.05%	28
2018 Q1	$307K	Buy	4,120 +811	+25%	+$64.8K	0.04%	31
2017 Q4	$277K	Hold	3,309	–	–	0.04%	32
2017 Q3	$271K	Hold	3,309	–	–	0.04%	31
2017 Q2	$267K	Buy	3,309 +3,059	+1,224%	+$250K	0.04%	32
2017 Q1	$21K	Buy	+250	New	+$20.9K	﹤0.01%	86

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Portfolio Solutions's XOM Position: Q3 2021 in Review

Portfolio Solutions sold out of ExxonMobil (XOM) in Q3 2021, closing a stake of 6,732 shares — an estimated $390K sold.

Portfolio Solutions first reported a position in XOM in Q1 2017 and held it in 18 quarters. The position peaked at $459K in Q4 2019. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Portfolio Solutions reported no remaining ExxonMobil position as of Q3 2021 after selling out during the quarter.
Portfolio Solutions sold 6,732 ExxonMobil shares in Q3 2021, an estimated $390K.
Portfolio Solutions first reported a position in ExxonMobil in Q1 2017 and held it in 18 quarters.
Portfolio Solutions's ExxonMobil position peaked at $459K in Q4 2019.
2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Portfolio Solutions's 13F filing for Q3 2021, filed 15 Nov 2021.