Squar Milner Financial Services’s ExxonMobil XOM Stock Holding History

Squar Milner Financial Services’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	-11,627	Closed	-$520K	–	205
2020 Q2	$520K	Buy	11,627 +1,483	+15%	+$66.5K	0.3%	93
2020 Q1	$385K	Buy	10,144 +3,131	+45%	+$173K	0.23%	99
2019 Q4	$489K	Sell	7,013 -7,226	-51%	-$500K	0.24%	92
2019 Q3	$489K	Buy	14,239 +8,451	+146%	+$611K	0.25%	102
2019 Q2	$444K	Sell	5,788 -2,922	-34%	-$226K	0.3%	80
2019 Q1	$703K	Sell	8,710 -220	-2%	-$16.8K	0.52%	36
2018 Q4	$609K	Buy	8,930 +1,080	+14%	+$84.7K	0.59%	35
2018 Q3	$667K	Sell	7,850 -1,783	-19%	-$146K	0.6%	32
2018 Q2	$797K	Buy	9,633 +720	+8%	+$57.4K	0.7%	26
2018 Q1	$665K	Hold	8,913	–	–	0.84%	29
2017 Q4	$784K	Buy	+8,913	New	+$737K	0.95%	24

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's XOM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of ExxonMobil (XOM) in Q3 2020, closing a stake of 11,627 shares — an estimated $520K sold.

Squar Milner Financial Services first reported a position in XOM in Q4 2017 and held it in 11 quarters. The position peaked at $797K in Q2 2018. 2,296 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Squar Milner Financial Services reported no remaining ExxonMobil position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 11,627 ExxonMobil shares in Q3 2020, an estimated $520K.
Squar Milner Financial Services first reported a position in ExxonMobil in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's ExxonMobil position peaked at $797K in Q2 2018.
2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.