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Shine Investment Advisory Services’s ExxonMobil XOM Stock Holding History

Shine Investment Advisory Services’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
Q3 		$182K Buy
5,294
+16
+0.3% +$654 0.06% 135
2020
Q2 		$236K Buy
5,278
+13
+0.2% +$583 0.09% 111
2020
Q1 		$200K Sell
5,265
-354
-6% -$19.5K 0.09% 110
2019
Q4 		$392K Buy
5,619
+431
+8% +$29.8K 0.16% 80
2019
Q3 		$366K Buy
5,188
+47
+0.9% +$3.4K 0.17% 78
2019
Q2 		$394K Sell
5,141
-1,102
-18% -$85.3K 0.18% 73
2019
Q1 		$504K Sell
6,243
-547
-8% -$41.7K 0.23% 65
2018
Q4 		$463K Buy
6,790
+6
+0.1% +$471 0.23% 66
2018
Q3 		$577K Buy
6,784
+7
+0.1% +$572 0.3% 54
2018
Q2 		$561K Buy
6,777
+737
+12% +$58.7K 0.29% 54
2018
Q1 		$451K Sell
6,040
-502
-8% -$40.1K 0.24% 59
2017
Q4 		$547K Sell
6,542
-117
-2% -$9.68K 0.27% 56
2017
Q3 		$546K Sell
6,659
-6,646
-50% -$528K 0.28% 55
2017
Q2 		$1.07M Buy
13,305
+1,503
+13% +$123K 0.55% 29
2017
Q1 		$968K Sell
11,802
-2,019
-15% -$169K 0.64% 29
2016
Q4 		$1.25M Hold
13,821
– – 1.03% 18
2016
Q3 		$1.21M Sell
13,821
-1,585
-10% -$141K 1.07% 18
2016
Q2 		$1.44M Sell
15,406
-4,596
-23% -$406K 1.66% 14
2016
Q1 		$1.67M Buy
+20,002
New +$1.6M 1.88% 14

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's XOM Position: Q3 2020 in Review

Shine Investment Advisory Services increased its ExxonMobil (XOM) stake by 0.3% in Q3 2020, buying an estimated $654 and bringing the position to 5,294 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #135.

Shine Investment Advisory Services first reported a position in XOM in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.67M in Q1 2016. 2,296 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • Shine Investment Advisory Services held 5,294 shares of ExxonMobil worth $182K as of Q3 2020.
  • Shine Investment Advisory Services bought 16 ExxonMobil shares in Q3 2020, an estimated $654.
  • ExxonMobil made up 0.06% of Shine Investment Advisory Services's portfolio in Q3 2020, its #135 holding.
  • Shine Investment Advisory Services first reported a position in ExxonMobil in Q1 2016 and has held it in 19 quarters since.
  • Shine Investment Advisory Services's ExxonMobil position peaked at $1.67M in Q1 2016.
  • 2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.