Saratoga Research & Investment Management’s ExxonMobil XOM Stock Holding History

Saratoga Research & Investment Management’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	-3,776	Closed	-$263K	–	49
2019 Q4	$263K	Buy	3,776 +126	+3%	+$8.71K	0.02%	41
2019 Q3	$258K	Sell	3,650 -75	-2%	-$5.42K	0.02%	40
2019 Q2	$285K	Buy	3,725 +145	+4%	+$11.2K	0.02%	39
2019 Q1	$289K	Hold	3,580	–	–	0.02%	39
2018 Q4	$244K	Buy	3,580 +55	+2%	+$4.32K	0.02%	43
2018 Q3	$300K	Buy	3,525 +30	+0.9%	+$2.45K	0.02%	41
2018 Q2	$289K	Buy	+3,495	New	+$278K	0.02%	40
2014 Q3	–	Sell	-2,377	Closed	-$239K	–	56
2014 Q2	$239K	Buy	+2,377	New	+$240K	0.02%	54

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Saratoga Research & Investment Management's XOM Position: Q1 2020 in Review

Saratoga Research & Investment Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,776 shares — an estimated $263K sold.

Saratoga Research & Investment Management first reported a position in XOM in Q2 2014 and held it in 8 quarters. The position peaked at $300K in Q3 2018. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Saratoga Research & Investment Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Saratoga Research & Investment Management sold 3,776 ExxonMobil shares in Q1 2020, an estimated $263K.
Saratoga Research & Investment Management first reported a position in ExxonMobil in Q2 2014 and held it in 8 quarters.
Saratoga Research & Investment Management's ExxonMobil position peaked at $300K in Q3 2018.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Saratoga Research & Investment Management's 13F filing for Q1 2020, filed 13 May 2020.