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Progressive Investment Management’s ExxonMobil XOM Stock Holding History

Progressive Investment 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
2016
Q4 		– Sell
-2,851
Closed -$249K – 56
2016
Q3 		$249K Buy
2,851
+200
+8% +$17.7K 0.23% 54
2016
Q2 		$249K Hold
2,651
– – 0.24% 56
2016
Q1 		$222K Hold
2,651
– – 0.23% 60
2015
Q4 		$207K Sell
2,651
-101
-4% -$8.07K 0.22% 67
2015
Q3 		$205K Hold
2,752
– – 0.24% 68
2015
Q2 		$229K Buy
+2,752
New +$237K 0.25% 67

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Progressive Investment Management's XOM Position: Q4 2016 in Review

Progressive Investment Management sold out of ExxonMobil (XOM) in Q4 2016, closing a stake of 2,851 shares — an estimated $249K sold.

Progressive Investment Management first reported a position in XOM in Q2 2015 and held it in 6 quarters. The position peaked at $249K in Q3 2016. 2,232 funds tracked by Wall St. Rank hold XOM as of Q4 2016.

  • Progressive Investment Management reported no remaining ExxonMobil position as of Q4 2016 after selling out during the quarter.
  • Progressive Investment Management sold 2,851 ExxonMobil shares in Q4 2016, an estimated $249K.
  • Progressive Investment Management first reported a position in ExxonMobil in Q2 2015 and held it in 6 quarters.
  • Progressive Investment Management's ExxonMobil position peaked at $249K in Q3 2016.
  • 2,232 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2016.

Based on Progressive Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.