Rowland Carmichael Advisors’s ExxonMobil XOM Stock Holding History

Rowland Carmichael 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
2020 Q4	–	Sell	-7,334	Closed	-$252K	–	393
2020 Q3	$252K	Sell	7,334 -141	-2%	-$5.76K	0.1%	233
2020 Q2	$334K	Buy	7,475 +320	+4%	+$14.4K	0.14%	176
2020 Q1	$272K	Buy	7,155 +3,170	+80%	+$175K	0.14%	185
2019 Q4	$278K	Sell	3,985 -84	-2%	-$5.81K	0.1%	240
2019 Q3	$287K	Sell	4,069 -4,641	-53%	-$336K	0.1%	227
2019 Q2	$667K	Sell	8,710 -63	-0.7%	-$4.88K	0.23%	120
2019 Q1	$709K	Sell	8,773 -4,528	-34%	-$345K	0.26%	109
2018 Q4	$907K	Sell	13,301 -1,188	-8%	-$93.2K	0.4%	46
2018 Q3	$1.23M	Buy	14,489 +456	+3%	+$37.3K	0.48%	39
2018 Q2	$1.16M	Sell	14,033 -442	-3%	-$35.2K	0.49%	37
2018 Q1	$1.08M	Buy	14,475 +1,385	+11%	+$111K	0.59%	37
2017 Q4	$1.09M	Buy	13,090 +104	+0.8%	+$8.6K	0.56%	40
2017 Q3	$1.06M	Sell	12,986 -103	-0.8%	-$8.18K	0.59%	40
2017 Q2	$1.06M	Buy	13,089 +705	+6%	+$57.7K	0.61%	36
2017 Q1	$1.02M	Sell	12,384 -1,832	-13%	-$153K	0.62%	37
2016 Q4	$1.28M	Sell	14,216 -1,346	-9%	-$118K	0.76%	23
2016 Q3	$1.36M	Buy	15,562 +485	+3%	+$43K	0.87%	22
2016 Q2	$1.41M	Buy	15,077 +1,627	+12%	+$144K	0.89%	19
2016 Q1	$1.12M	Buy	+13,450	New	+$1.08M	1.04%	23

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

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

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

Norges Bank Oslo, Norway $935B AUM

Rowland Carmichael Advisors's XOM Position: Q4 2020 in Review

Rowland Carmichael Advisors sold out of ExxonMobil (XOM) in Q4 2020, closing a stake of 7,334 shares — an estimated $252K sold.

Rowland Carmichael Advisors first reported a position in XOM in Q1 2016 and held it in 19 quarters. The position peaked at $1.41M in Q2 2016. 2,552 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

Rowland Carmichael Advisors reported no remaining ExxonMobil position as of Q4 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 7,334 ExxonMobil shares in Q4 2020, an estimated $252K.
Rowland Carmichael Advisors first reported a position in ExxonMobil in Q1 2016 and held it in 19 quarters.
Rowland Carmichael Advisors's ExxonMobil position peaked at $1.41M in Q2 2016.
2,552 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.