SFPM
XOM icon

Sensible Financial Planning & Management’s ExxonMobil XOM Stock Holding History

Sensible Financial Planning & 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
2016
Q2 		– Sell
-93
Closed -$8K – 89
2016
Q1 		$8K Hold
93
– – 0.01% 68
2015
Q4 		$7K Hold
93
– – 0.01% 74
2015
Q3 		$7K Hold
93
– – 0.01% 64
2015
Q2 		$8K Buy
+93
New +$8K 0.01% 60

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sensible Financial Planning & Management's XOM Position: Q2 2016 in Review

Sensible Financial Planning & Management sold out of ExxonMobil (XOM) in Q2 2016, closing a stake of 93 shares — an estimated $8K sold.

Sensible Financial Planning & Management first reported a position in XOM in Q2 2015 and held it in 4 quarters. The position peaked at $8K in Q1 2016. 2,144 funds tracked by Wall St. Rank hold XOM as of Q2 2016.

  • Sensible Financial Planning & Management reported no remaining ExxonMobil position as of Q2 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 93 ExxonMobil shares in Q2 2016, an estimated $8K.
  • Sensible Financial Planning & Management first reported a position in ExxonMobil in Q2 2015 and held it in 4 quarters.
  • Sensible Financial Planning & Management's ExxonMobil position peaked at $8K in Q1 2016.
  • 2,144 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2016, filed 11 Aug 2016.