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Spearhead Capital Advisors’s ExxonMobil XOM Stock Holding History

Spearhead Capital 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
2020
Q3 		– Sell
-120,608
Closed -$5.39M – 188
2020
Q2 		$5.39M Buy
120,608
+65,946
+121% +$2.96M 1.15% 40
2020
Q1 		$2.08M Buy
54,662
+22,904
+72% +$1.26M 0.6% 58
2019
Q4 		$2.22M Sell
31,758
-26,670
-46% -$1.84M 0.55% 58
2019
Q3 		$4.13M Buy
58,428
+4,397
+8% +$318K 1.15% 53
2019
Q2 		$4.14M Buy
54,031
+3,575
+7% +$277K 1.21% 46
2019
Q1 		$4.08M Buy
50,456
+10,209
+25% +$778K 1.23% 27
2018
Q4 		$2.74M Sell
40,247
-2,221
-5% -$174K 1.18% 43
2018
Q3 		$3.66M Buy
42,468
+938
+2% +$76.7K 1.23% 31
2018
Q2 		$3.44M Buy
41,530
+3,441
+9% +$274K 1.23% 26
2018
Q1 		$2.84M Buy
38,089
+10,042
+36% +$803K 1.11% 55
2017
Q4 		$2.35M Buy
+28,047
New +$2.32M 1.14% 46

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

Spearhead Capital Advisors's XOM Position: Q3 2020 in Review

Spearhead Capital Advisors sold out of ExxonMobil (XOM) in Q3 2020, closing a stake of 120,608 shares — an estimated $5.39M sold.

Spearhead Capital Advisors first reported a position in XOM in Q4 2017 and held it in 11 quarters. The position peaked at $5.39M in Q2 2020. 2,296 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • Spearhead Capital Advisors reported no remaining ExxonMobil position as of Q3 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 120,608 ExxonMobil shares in Q3 2020, an estimated $5.39M.
  • Spearhead Capital Advisors first reported a position in ExxonMobil in Q4 2017 and held it in 11 quarters.
  • Spearhead Capital Advisors's ExxonMobil position peaked at $5.39M in Q2 2020.
  • 2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Spearhead Capital Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.