Prism Advisors’s ExxonMobil XOM Stock Holding History

Prism Advisors’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 Q1	–	Sell	-3,685	Closed	-$257K	–	69
2019 Q4	$257K	Buy	3,685 +248	+7%	+$17.1K	0.13%	56
2019 Q3	$243K	Hold	3,437	–	–	0.14%	54
2019 Q2	$263K	Sell	3,437 -428	-11%	-$33.1K	0.15%	49
2019 Q1	$312K	Buy	3,865 +12	+0.3%	+$915	0.18%	46
2018 Q4	$263K	Hold	3,853	–	–	0.17%	46
2018 Q3	$313K	Sell	3,853 -1,432	-27%	-$117K	0.18%	45
2018 Q2	$435K	Buy	5,285 +1,000	+23%	+$79.7K	0.23%	40
2018 Q1	$350K	Buy	4,285 +1,000	+30%	+$79.9K	0.2%	41
2017 Q4	$275K	Buy	+3,285	New	+$272K	0.15%	45

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prism Advisors's XOM Position: Q1 2020 in Review

Prism Advisors sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,685 shares — an estimated $257K sold.

Prism Advisors first reported a position in XOM in Q4 2017 and held it in 9 quarters. The position peaked at $435K in Q2 2018. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Prism Advisors reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Prism Advisors sold 3,685 ExxonMobil shares in Q1 2020, an estimated $257K.
Prism Advisors first reported a position in ExxonMobil in Q4 2017 and held it in 9 quarters.
Prism Advisors's ExxonMobil position peaked at $435K in Q2 2018.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Prism Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.