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Reilly Financial Advisors’s ExxonMobil XOM Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-143,492
Closed -$12M – 991
2016
Q1 		$12M Buy
143,492
+5,423
+4% +$434K 2.05% 5
2015
Q4 		$10.8M Buy
+138,069
New +$11M 1.9% 9

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Reilly Financial Advisors's XOM Position: Q4 2021 in Review

Reilly Financial Advisors increased its ExxonMobil (XOM) stake by 12% in Q4 2021, buying an estimated $104K and bringing the position to 15,914 shares worth $974K. The position accounts for 0.07% of the portfolio, ranked #121.

Reilly Financial Advisors first reported a position in XOM in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.8M in Q4 2017. 3,006 funds tracked by Wall St. Rank hold XOM as of Q4 2021.

  • Reilly Financial Advisors held 15,914 shares of ExxonMobil worth $974K as of Q4 2021.
  • Reilly Financial Advisors bought 1,658 ExxonMobil shares in Q4 2021, an estimated $104K.
  • ExxonMobil made up 0.07% of Reilly Financial Advisors's portfolio in Q4 2021, its #121 holding.
  • Reilly Financial Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 30 quarters since.
  • Reilly Financial Advisors's ExxonMobil position peaked at $15.8M in Q4 2017.
  • 3,006 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.