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Sound View Wealth Advisors’s ExxonMobil XOM Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$5.34M Sell
66,106
-956
-1% -$72.9K 1.67% 11
2018
Q4 		$4.57M Buy
+67,062
New +$5.26M 1.66% 12

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

Sound View Wealth Advisors's XOM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its ExxonMobil (XOM) stake by 1.4% in Q1 2019, selling an estimated $72.9K and leaving 66,106 shares worth $5.34M. The position accounts for 1.67% of the portfolio, ranked #11.

Sound View Wealth Advisors first reported a position in XOM in Q4 2018 and has held it in 2 quarters since. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

  • Sound View Wealth Advisors held 66,106 shares of ExxonMobil worth $5.34M as of Q1 2019.
  • Sound View Wealth Advisors sold 956 ExxonMobil shares in Q1 2019, an estimated $72.9K.
  • ExxonMobil made up 1.67% of Sound View Wealth Advisors's portfolio in Q1 2019, its #11 holding.
  • Sound View Wealth Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 2 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.