Retirement Capital Strategies’s ExxonMobil XOM Stock Holding History

Retirement Capital Strategies’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
2019 Q3	–	Sell	-5,832	Closed	-$447K	–	59
2019 Q2	$447K	Hold	5,832	–	–	0.22%	35
2019 Q1	$471K	Hold	5,832	–	–	0.24%	33
2018 Q4	$398K	Sell	5,832 -77	-1%	-$6.04K	0.22%	33
2018 Q3	$502K	Hold	5,909	–	–	0.25%	27
2018 Q2	$489K	Sell	5,909 -2,000	-25%	-$159K	0.26%	21
2018 Q1	$590K	Hold	7,909	–	–	0.31%	13
2017 Q4	$662K	Buy	+7,909	New	+$654K	0.34%	12
2016 Q2	–	Sell	-10,744	Closed	-$898K	–	17
2016 Q1	$898K	Buy	10,744 +726	+7%	+$58.1K	0.52%	11
2015 Q4	$781K	Hold	10,018	–	–	0.48%	10
2015 Q3	$745K	Sell	10,018 -400	-4%	-$30.8K	0.47%	10
2015 Q2	$867K	Hold	10,418	–	–	0.53%	11
2015 Q1	$886K	Hold	10,418	–	–	0.52%	12
2014 Q4	$963K	Hold	10,418	–	–	0.57%	12
2014 Q3	$980K	Hold	10,418	–	–	0.89%	8
2014 Q2	$1.05M	Hold	10,418	–	–	0.93%	8
2014 Q1	$1.02M	Hold	10,418	–	–	0.95%	8
2013 Q4	$1.05M	Buy	+10,418	New	+$963K	1.05%	8

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Retirement Capital Strategies's XOM Position: Q3 2019 in Review

Retirement Capital Strategies sold out of ExxonMobil (XOM) in Q3 2019, closing a stake of 5,832 shares — an estimated $447K sold.

Retirement Capital Strategies first reported a position in XOM in Q4 2013 and held it in 17 quarters. The position peaked at $1.05M in Q4 2013. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

Retirement Capital Strategies reported no remaining ExxonMobil position as of Q3 2019 after selling out during the quarter.
Retirement Capital Strategies sold 5,832 ExxonMobil shares in Q3 2019, an estimated $447K.
Retirement Capital Strategies first reported a position in ExxonMobil in Q4 2013 and held it in 17 quarters.
Retirement Capital Strategies's ExxonMobil position peaked at $1.05M in Q4 2013.
2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on Retirement Capital Strategies's 13F filing for Q3 2019, filed 7 Nov 2019.