Rainier Group Investment Advisory’s ExxonMobil XOM Stock Holding History

Rainier Group Investment Advisory’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 Q3	$233K	Sell	6,796 -789	-10%	-$32.3K	0.09%	61
2020 Q2	$339K	Buy	+7,585	New	+$340K	0.15%	33
2020 Q1	–	Sell	-6,101	Closed	-$426K	–	51
2019 Q4	$426K	Sell	6,101 -1,226	-17%	-$84.8K	0.17%	27
2019 Q3	$517K	Sell	7,327 -5,029	-41%	-$364K	0.23%	18
2019 Q2	$947K	Buy	12,356 +645	+6%	+$49.9K	0.42%	15
2019 Q1	$946K	Buy	11,711 +356	+3%	+$27.1K	0.42%	15
2018 Q4	$774K	Buy	11,355 +588	+5%	+$46.1K	0.36%	13
2018 Q3	$915K	Hold	10,767	–	–	0.35%	13
2018 Q2	$891K	Sell	10,767 -2,833	-21%	-$226K	0.38%	14
2018 Q1	$1.01M	Buy	13,600 +1,000	+8%	+$79.9K	0.46%	13
2017 Q4	$1.05M	Hold	12,600	–	–	0.53%	10
2017 Q3	$1.03M	Sell	12,600 -396	-3%	-$31.4K	0.55%	9
2017 Q2	$1.05M	Sell	12,996 -1,100	-8%	-$90K	0.6%	9
2017 Q1	$1.16M	Sell	14,096 -783	-5%	-$65.4K	0.54%	11
2016 Q4	$1.34M	Buy	+14,879	New	+$1.3M	0.63%	11

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Rainier Group Investment Advisory's XOM Position: Q3 2020 in Review

Rainier Group Investment Advisory reduced its ExxonMobil (XOM) stake by 10% in Q3 2020, selling an estimated $32.3K and leaving 6,796 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #61.

Rainier Group Investment Advisory first reported a position in XOM in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2016. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Rainier Group Investment Advisory held 6,796 shares of ExxonMobil worth $233K as of Q3 2020.
Rainier Group Investment Advisory sold 789 ExxonMobil shares in Q3 2020, an estimated $32.3K.
ExxonMobil made up 0.09% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #61 holding.
Rainier Group Investment Advisory first reported a position in ExxonMobil in Q4 2016 and has held it in 15 quarters since.
Rainier Group Investment Advisory's ExxonMobil position peaked at $1.34M in Q4 2016.
2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.