Sitrin Capital Management’s ExxonMobil XOM Stock Holding History

Sitrin Capital 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
2020 Q1	–	Sell	-5,000	Closed	-$349K	–	45
2019 Q4	$349K	Hold	5,000	–	–	0.18%	32
2019 Q3	$353K	Hold	5,000	–	–	0.19%	32
2019 Q2	$383K	Hold	5,000	–	–	0.2%	33
2019 Q1	$404K	Buy	5,000 +1,000	+25%	+$76.2K	0.22%	34
2018 Q4	$273K	Buy	4,000 +1,000	+33%	+$78.5K	0.17%	34
2018 Q3	$255K	Sell	3,000 -70	-2%	-$5.72K	0.14%	34
2018 Q2	$254K	Buy	3,070 +50	+2%	+$3.98K	0.14%	36
2018 Q1	$225K	Hold	3,020	–	–	0.15%	37
2017 Q4	$253K	Hold	3,020	–	–	0.16%	37
2017 Q3	$248K	Hold	3,020	–	–	0.16%	38
2017 Q2	$244K	Sell	3,020 -244	-7%	-$20K	0.17%	35
2017 Q1	$268K	Hold	3,264	–	–	0.19%	34
2016 Q4	$295K	Hold	3,264	–	–	0.23%	33
2016 Q3	$285K	Hold	3,264	–	–	0.22%	33
2016 Q2	$306K	Sell	3,264 -30	-0.9%	-$2.65K	0.25%	33
2016 Q1	$275K	Hold	3,294	–	–	0.22%	33
2015 Q4	$248K	Buy	+3,294	New	+$263K	0.22%	34

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

Sitrin Capital Management's XOM Position: Q1 2020 in Review

Sitrin Capital Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 5,000 shares — an estimated $349K sold.

Sitrin Capital Management first reported a position in XOM in Q4 2015 and held it in 17 quarters. The position peaked at $404K in Q1 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Sitrin Capital Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Sitrin Capital Management sold 5,000 ExxonMobil shares in Q1 2020, an estimated $349K.
Sitrin Capital Management first reported a position in ExxonMobil in Q4 2015 and held it in 17 quarters.
Sitrin Capital Management's ExxonMobil position peaked at $404K in Q1 2019.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Sitrin Capital Management's 13F filing for Q1 2020, filed 11 May 2020.