SFM
XOM icon

Signature Financial Management’s ExxonMobil XOM Stock Holding History

Signature Financial 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
2018
Q4 		$1.37M Sell
20,146
-19,775
-50% -$1.55M 0.33% 35
2018
Q3 		$3.4M Sell
39,921
-2,030
-5% -$166K 0.6% 27
2018
Q2 		$3.47M Buy
41,951
+1,202
+3% +$95.8K 0.73% 26
2018
Q1 		$3.04M Buy
40,749
+16,365
+67% +$1.31M 0.63% 28
2017
Q4 		$2.04M Sell
24,384
-5,065
-17% -$419K 0.55% 29
2017
Q3 		$2.26M Sell
29,449
-310
-1% -$24.6K 0.69% 30
2017
Q2 		$2.4M Sell
29,759
-592
-2% -$48.4K 0.75% 27
2017
Q1 		$2.49M Sell
30,351
-1,535
-5% -$128K 0.8% 28
2016
Q4 		$2.88M Sell
31,886
-2,506
-7% -$219K 1.08% 25
2016
Q3 		$3M Buy
34,392
+929
+3% +$82.4K 1.22% 24
2016
Q2 		$3.14M Sell
33,463
-963
-3% -$85.1K 1.47% 20
2016
Q1 		$2.88M Sell
34,426
-215
-0.6% -$17.2K 1.4% 21
2015
Q4 		$2.7M Sell
34,641
-1,321
-4% -$106K 1.31% 20
2015
Q3 		$2.67M Buy
35,962
+3,588
+11% +$276K 1.64% 16
2015
Q2 		$2.7M Buy
32,374
+879
+3% +$75.6K 1.75% 15
2015
Q1 		$2.68M Sell
31,495
-77
-0.2% -$6.83K 1.73% 13
2014
Q4 		$2.92M Buy
31,572
+3,521
+13% +$328K 2.04% 11
2014
Q3 		$2.64M Buy
28,051
+407
+1% +$40.5K 1.89% 13
2014
Q2 		$2.78M Buy
27,644
+12
+0% +$1.21K 2.11% 9
2014
Q1 		$2.7M Sell
27,632
-1,164
-4% -$111K 2.32% 8
2013
Q4 		$2.92M Buy
28,796
+894
+3% +$82.7K 2.28% 8
2013
Q3 		$2.4M Buy
27,902
+306
+1% +$27.6K 2.12% 10
2013
Q2 		$2.49M Buy
+27,596
New +$2.48M 1.7% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signature Financial Management's XOM Position: Q4 2018 in Review

Signature Financial Management reduced its ExxonMobil (XOM) stake by 50% in Q4 2018, selling an estimated $1.55M and leaving 20,146 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #35.

Signature Financial Management first reported a position in XOM in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.47M in Q2 2018. 2,571 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

  • Signature Financial Management held 20,146 shares of ExxonMobil worth $1.37M as of Q4 2018.
  • Signature Financial Management sold 19,775 ExxonMobil shares in Q4 2018, an estimated $1.55M.
  • ExxonMobil made up 0.33% of Signature Financial Management's portfolio in Q4 2018, its #35 holding.
  • Signature Financial Management first reported a position in ExxonMobil in Q2 2013 and has held it in 23 quarters since.
  • Signature Financial Management's ExxonMobil position peaked at $3.47M in Q2 2018.
  • 2,571 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.