Sage Capital Advisors’s ExxonMobil XOM Stock Holding History

Sage Capital 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 Q1	–	Sell	-34,328	Closed	-$2.4M	–	118
2019 Q4	$2.4M	Buy	34,328 +379	+1%	+$26.2K	1.52%	21
2019 Q3	$2.4M	Sell	33,949 -1,553	-4%	-$112K	1.81%	18
2019 Q2	$2.66M	Sell	35,502 -7,998	-18%	-$619K	1.84%	19
2019 Q1	$3.52M	Buy	43,500 +211	+0.5%	+$16.1K	2.26%	14
2018 Q4	$2.95M	Sell	43,289 -1,303	-3%	-$102K	2.23%	14
2018 Q3	$3.79M	Sell	44,592 -39	-0.1%	-$3.19K	2.37%	13
2018 Q2	$3.69M	Buy	44,631 +37	+0.1%	+$2.95K	2.58%	11
2018 Q1	$3.33M	Buy	+44,594	New	+$3.56M	2.35%	13

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

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

Norges Bank Oslo, Norway $935B AUM

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

Sage Capital Advisors's XOM Position: Q1 2020 in Review

Sage Capital Advisors sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 34,328 shares — an estimated $2.4M sold.

Sage Capital Advisors first reported a position in XOM in Q1 2018 and held it in 8 quarters. The position peaked at $3.79M in Q3 2018. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Sage Capital Advisors reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Sage Capital Advisors sold 34,328 ExxonMobil shares in Q1 2020, an estimated $2.4M.
Sage Capital Advisors first reported a position in ExxonMobil in Q1 2018 and held it in 8 quarters.
Sage Capital Advisors's ExxonMobil position peaked at $3.79M in Q3 2018.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Sage Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.