Private Vista’s ExxonMobil XOM Stock Holding History

Private Vista’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 Q2	$405K	Sell	9,030 -4,387	-33%	-$197K	0.2%	72
2020 Q1	$511K	Buy	13,417 +619	+5%	+$34.2K	0.19%	74
2019 Q4	$893K	Sell	12,798 -782	-6%	-$54.1K	0.24%	49
2019 Q3	$959K	Buy	13,580 +296	+2%	+$21.4K	0.25%	50
2019 Q2	$1.02M	Sell	13,284 -1,307	-9%	-$101K	0.26%	54
2019 Q1	$1.18M	Sell	14,591 -534	-4%	-$40.7K	0.29%	47
2018 Q4	$1.03M	Sell	15,125 -4,800	-24%	-$377K	0.24%	49
2018 Q3	$1.68M	Sell	19,925 -527	-3%	-$43.1K	0.34%	41
2018 Q2	$1.69M	Buy	20,452 +4,632	+29%	+$369K	0.39%	39
2018 Q1	$1.18M	Buy	15,820 +7,353	+87%	+$588K	0.34%	36
2017 Q4	$709K	Sell	8,467 -9,231	-52%	-$763K	0.21%	36
2017 Q3	$1.45M	Buy	17,698 +4,152	+31%	+$330K	0.32%	37
2017 Q2	$1.09M	Buy	13,546 +3,009	+29%	+$246K	0.26%	34
2017 Q1	$862K	Buy	10,537 +4,175	+66%	+$349K	0.21%	38
2016 Q4	$519K	Sell	6,362 -3,350	-34%	-$293K	0.15%	34
2016 Q3	$822K	Buy	9,712 +3,050	+46%	+$271K	0.21%	38
2016 Q2	$623K	Hold	6,662	–	–	0.21%	25
2016 Q1	$586K	Buy	6,662 +1,453	+28%	+$116K	0.21%	21
2015 Q4	$381K	Buy	+5,209	New	+$416K	0.17%	30

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

Norges Bank Oslo, Norway $935B AUM

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

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

Private Vista's XOM Position: Q2 2020 in Review

Private Vista reduced its ExxonMobil (XOM) stake by 33% in Q2 2020, selling an estimated $197K and leaving 9,030 shares worth $405K. The position accounts for 0.2% of the portfolio, ranked #72.

Private Vista first reported a position in XOM in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.69M in Q2 2018. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

Private Vista held 9,030 shares of ExxonMobil worth $405K as of Q2 2020.
Private Vista sold 4,387 ExxonMobil shares in Q2 2020, an estimated $197K.
ExxonMobil made up 0.2% of Private Vista's portfolio in Q2 2020, its #72 holding.
Private Vista first reported a position in ExxonMobil in Q4 2015 and has held it in 19 quarters since.
Private Vista's ExxonMobil position peaked at $1.69M in Q2 2018.
2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.