SimplyRich’s ExxonMobil XOM Stock Holding History

SimplyRich’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	-4,415	Closed	-$307K	–	153
2019 Q4	$307K	Hold	4,415	–	–	0.15%	129
2019 Q3	$316K	Hold	4,415	–	–	0.17%	123
2019 Q2	$338K	Buy	+4,415	New	+$342K	0.19%	125
2018 Q4	–	Sell	-4,455	Closed	-$379K	–	147
2018 Q3	$379K	Hold	4,455	–	–	0.21%	123
2018 Q2	$369K	Hold	4,455	–	–	0.21%	123
2018 Q1	$332K	Sell	4,455 -2,707	-38%	-$216K	0.19%	137
2017 Q4	$599K	Buy	+7,162	New	+$592K	0.33%	103

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

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 $544B AUM 28.31% 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

SimplyRich's XOM Position: Q1 2020 in Review

SimplyRich sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 4,415 shares — an estimated $307K sold.

SimplyRich first reported a position in XOM in Q4 2017 and held it in 7 quarters. The position peaked at $599K in Q4 2017. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

SimplyRich reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
SimplyRich sold 4,415 ExxonMobil shares in Q1 2020, an estimated $307K.
SimplyRich first reported a position in ExxonMobil in Q4 2017 and held it in 7 quarters.
SimplyRich's ExxonMobil position peaked at $599K in Q4 2017.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on SimplyRich's 13F filing for Q1 2020, filed 6 May 2020.