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Saddle Road Partners’s ExxonMobil XOM Stock Holding History

Saddle Road Partners’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
Q4 		$538K Hold
5,965
– – 0.27% 75
2016
Q3 		$521K Hold
5,965
– – 0.3% 81
2016
Q2 		$559K Hold
5,965
– – 0.34% 68
2016
Q1 		$499K Hold
5,965
– – 0.32% 84
2015
Q4 		$465K Buy
+5,965
New +$477K 0.32% 88

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Saddle Road Partners's XOM Position: Q4 2016 in Review

Saddle Road Partners held its ExxonMobil (XOM) position steady in Q4 2016 at 5,965 shares worth $538K. The position accounts for 0.27% of the portfolio, ranked #75.

Saddle Road Partners first reported a position in XOM in Q4 2015 and has held it in 5 quarters since. The position peaked at $559K in Q2 2016. 2,231 funds tracked by Wall St. Rank hold XOM as of Q4 2016.

  • Saddle Road Partners held 5,965 shares of ExxonMobil worth $538K as of Q4 2016.
  • Saddle Road Partners left its ExxonMobil share count unchanged in Q4 2016.
  • ExxonMobil made up 0.27% of Saddle Road Partners's portfolio in Q4 2016, its #75 holding.
  • Saddle Road Partners first reported a position in ExxonMobil in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's ExxonMobil position peaked at $559K in Q2 2016.
  • 2,231 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.