Ronald Blue & Co’s ExxonMobil XOM Stock Holding History

Ronald Blue & Co’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
2017 Q2	$7.85M	Buy	97,201 +4,800	+5%	+$393K	0.25%	18
2017 Q1	$7.58M	Sell	92,401 -4,235	-4%	-$354K	0.26%	18
2016 Q4	$8.72M	Buy	96,636 +3,009	+3%	+$263K	0.33%	18
2016 Q3	$8.17M	Sell	93,627 -1,783	-2%	-$158K	0.33%	12
2016 Q2	$8.94M	Sell	95,410 -2,250	-2%	-$199K	0.41%	11
2016 Q1	$8.16M	Sell	97,660 -6,334	-6%	-$507K	0.44%	10
2015 Q4	$8.11M	Buy	103,994 +9,658	+10%	+$772K	0.43%	16
2015 Q3	$7.01M	Sell	94,336 -5,406	-5%	-$417K	0.37%	11
2015 Q2	$8.3M	Buy	99,742 +5,395	+6%	+$464K	0.39%	10
2015 Q1	$8.02M	Sell	94,347 -26,809	-22%	-$2.38M	0.38%	8
2014 Q4	$11.2M	Buy	121,156 +11,487	+10%	+$1.07M	0.54%	8
2014 Q3	$10.3M	Sell	109,669 -2,389	-2%	-$238K	0.67%	7
2014 Q2	$11.3M	Sell	112,058 -2,554	-2%	-$258K	0.72%	7
2014 Q1	$11.2M	Sell	114,612 -11,357	-9%	-$1.08M	0.82%	7
2013 Q4	$12.7M	Buy	125,969 +6,141	+5%	+$568K	0.95%	10
2013 Q3	$10.3M	Buy	119,828 +19,247	+19%	+$1.74M	0.84%	5
2013 Q2	$9.09M	Buy	+100,581	New	+$9.05M	0.75%	10

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ronald Blue & Co's XOM Position: Q2 2017 in Review

Ronald Blue & Co increased its ExxonMobil (XOM) stake by 5.2% in Q2 2017, buying an estimated $393K and bringing the position to 97,201 shares worth $7.85M. The position accounts for 0.25% of the portfolio, ranked #18.

Ronald Blue & Co first reported a position in XOM in Q2 2013 and has held it in 17 quarters since. The position peaked at $12.7M in Q4 2013. 2,212 funds tracked by Wall St. Rank hold XOM as of Q2 2017.

Ronald Blue & Co held 97,201 shares of ExxonMobil worth $7.85M as of Q2 2017.
Ronald Blue & Co bought 4,800 ExxonMobil shares in Q2 2017, an estimated $393K.
ExxonMobil made up 0.25% of Ronald Blue & Co's portfolio in Q2 2017, its #18 holding.
Ronald Blue & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 17 quarters since.
Ronald Blue & Co's ExxonMobil position peaked at $12.7M in Q4 2013.
2,212 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.