Schaller Investment Group’s ExxonMobil XOM Stock Holding History

Schaller Investment Group’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
2019 Q4	$377K	Hold	5,409	–	–	0.39%	27
2019 Q3	$382K	Hold	5,409	–	–	0.32%	27
2019 Q2	$414K	Buy	5,409 +400	+8%	+$31K	0.32%	26
2019 Q1	$405K	Hold	5,009	–	–	0.3%	27
2018 Q4	$342K	Hold	5,009	–	–	0.25%	29
2018 Q3	$426K	Hold	5,009	–	–	0.24%	24
2018 Q2	$414K	Hold	5,009	–	–	0.23%	24
2018 Q1	$374K	Hold	5,009	–	–	0.21%	27
2017 Q4	$419K	Hold	5,009	–	–	0.21%	30
2017 Q3	$411K	Hold	5,009	–	–	0.21%	32
2017 Q2	$404K	Hold	5,009	–	–	0.21%	31
2017 Q1	$411K	Hold	5,009	–	–	0.22%	31
2016 Q4	$452K	Hold	5,009	–	–	0.23%	27
2016 Q3	$437K	Hold	5,009	–	–	0.33%	24
2016 Q2	$470K	Hold	5,009	–	–	0.35%	23
2016 Q1	$419K	Hold	5,009	–	–	0.26%	28
2015 Q4	$390K	Hold	5,009	–	–	0.22%	25
2015 Q3	$372K	Hold	5,009	–	–	0.25%	29
2015 Q2	$417K	Hold	5,009	–	–	0.26%	27
2015 Q1	$426K	Hold	5,009	–	–	0.26%	29
2014 Q4	$463K	Hold	5,009	–	–	0.28%	26
2014 Q3	$471K	Hold	5,009	–	–	0.27%	28
2014 Q2	$504K	Hold	5,009	–	–	0.3%	30
2014 Q1	$489K	Hold	5,009	–	–	0.29%	29
2013 Q4	$507K	Hold	5,009	–	–	0.32%	33
2013 Q3	$431K	Hold	5,009	–	–	0.3%	33
2013 Q2	$453K	Buy	+5,009	New	+$451K	0.31%	36

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Schaller Investment Group's XOM Position: Q4 2019 in Review

Schaller Investment Group held its ExxonMobil (XOM) position steady in Q4 2019 at 5,409 shares worth $377K. The position accounts for 0.39% of the portfolio, ranked #27.

Schaller Investment Group first reported a position in XOM in Q2 2013 and has held it in 27 quarters since. The position peaked at $507K in Q4 2013. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

Schaller Investment Group held 5,409 shares of ExxonMobil worth $377K as of Q4 2019.
Schaller Investment Group left its ExxonMobil share count unchanged in Q4 2019.
ExxonMobil made up 0.39% of Schaller Investment Group's portfolio in Q4 2019, its #27 holding.
Schaller Investment Group first reported a position in ExxonMobil in Q2 2013 and has held it in 27 quarters since.
Schaller Investment Group's ExxonMobil position peaked at $507K in Q4 2013.
2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Schaller Investment Group's 13F filing for Q4 2019, filed 12 Feb 2020.