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Private Wealth Advisors (Pennsylvania)’s ExxonMobil XOM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
-24,821
Closed -$1.6M – 127
2019
Q4 		$1.6M Sell
24,821
-4,932
-17% -$341K 0.86% 36
2019
Q3 		$2.1M Sell
29,753
-13,678
-31% -$989K 1.07% 29
2019
Q2 		$3.33M Sell
43,431
-2,351
-5% -$182K 1.18% 28
2019
Q1 		$3.7M Buy
45,782
+51
+0.1% +$3.89K 1.38% 22
2018
Q4 		$3.12M Sell
45,731
-2,222
-5% -$174K 1.35% 21
2018
Q3 		$4.08M Sell
47,953
-748
-2% -$61.2K 1.51% 20
2018
Q2 		$4.03M Sell
48,701
-601
-1% -$47.9K 1.6% 18
2018
Q1 		$3.68M Sell
49,302
-3,781
-7% -$302K 1.47% 19
2017
Q4 		$4.44M Sell
53,083
-96
-0.2% -$7.94K 1.72% 14
2017
Q3 		$4.36M Sell
53,179
-131
-0.2% -$10.4K 1.79% 13
2017
Q2 		$4.3M Buy
53,310
+115
+0.2% +$9.41K 1.84% 12
2017
Q1 		$4.36M Buy
53,195
+171
+0.3% +$14.3K 1.96% 12
2016
Q4 		$4.79M Sell
53,024
-652
-1% -$57K 2.22% 11
2016
Q3 		$4.68M Sell
53,676
-129
-0.2% -$11.4K 2.22% 7
2016
Q2 		$5.04M Sell
53,805
-2,974
-5% -$263K 2.48% 8
2016
Q1 		$4.75M Buy
56,779
+3,730
+7% +$299K 2.53% 8
2015
Q4 		$4.13M Sell
53,049
-11,110
-17% -$888K 2.33% 10
2015
Q3 		$4.77M Buy
64,159
+2,395
+4% +$185K 2.39% 7
2015
Q2 		$5.14M Buy
61,764
+2,242
+4% +$193K 2.33% 8
2015
Q1 		$5.06M Buy
59,522
+412
+0.7% +$36.5K 2.37% 8
2014
Q4 		$5.46M Buy
59,110
+668
+1% +$62.3K 2.64% 9
2014
Q3 		$5.5M Buy
58,442
+1,417
+2% +$141K 2.9% 6
2014
Q2 		$5.74M Buy
57,025
+312
+0.6% +$31.5K 2.95% 5
2014
Q1 		$5.54M Sell
56,713
-171
-0.3% -$16.3K 3.01% 5
2013
Q4 		$5.76M Sell
56,884
-325
-0.6% -$30.1K 3.14% 5
2013
Q3 		$4.92M Buy
57,209
+1,117
+2% +$101K 2.9% 6
2013
Q2 		$5.07M Buy
+56,092
New +$5.05M 3.15% 5

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s XOM Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 24,821 shares — an estimated $1.6M sold.

Private Wealth Advisors (Pennsylvania) first reported a position in XOM in Q2 2013 and held it in 27 quarters. The position peaked at $5.76M in Q4 2013. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 24,821 ExxonMobil shares in Q1 2020, an estimated $1.6M.
  • Private Wealth Advisors (Pennsylvania) first reported a position in ExxonMobil in Q2 2013 and held it in 27 quarters.
  • Private Wealth Advisors (Pennsylvania)'s ExxonMobil position peaked at $5.76M in Q4 2013.
  • 2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.