Staton Financial Advisors’s ExxonMobil XOM Stock Holding History

Staton Financial 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
2017 Q2	$2.82M	Buy	34,950 +2,235	+7%	+$183K	2.4%	24
2017 Q1	$2.68M	Sell	32,715 -363	-1%	-$30.3K	2.31%	23
2016 Q4	$2.99M	Buy	33,078 +73	+0.2%	+$6.38K	2.69%	21
2016 Q3	$2.88M	Sell	33,005 -1,473	-4%	-$131K	2.64%	22
2016 Q2	$3.23M	Sell	34,478 -725	-2%	-$64.1K	2.96%	14
2016 Q1	$2.94M	Buy	35,203 +315	+0.9%	+$25.2K	2.82%	15
2015 Q4	$2.72M	Sell	34,888 -1,539	-4%	-$123K	2.78%	17
2015 Q3	$2.71M	Sell	36,427 -755	-2%	-$58.2K	2.87%	19
2015 Q2	$3.09M	Sell	37,182 -40	-0.1%	-$3.44K	2.94%	16
2015 Q1	$3.16M	Buy	+37,222	New	+$3.3M	2.89%	17

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Staton Financial Advisors's XOM Position: Q2 2017 in Review

Staton Financial Advisors increased its ExxonMobil (XOM) stake by 6.8% in Q2 2017, buying an estimated $183K and bringing the position to 34,950 shares worth $2.82M. The position accounts for 2.4% of the portfolio, ranked #24.

Staton Financial Advisors first reported a position in XOM in Q1 2015 and has held it in 10 quarters since. The position peaked at $3.23M in Q2 2016. 2,212 funds tracked by Wall St. Rank hold XOM as of Q2 2017.

Staton Financial Advisors held 34,950 shares of ExxonMobil worth $2.82M as of Q2 2017.
Staton Financial Advisors bought 2,235 ExxonMobil shares in Q2 2017, an estimated $183K.
ExxonMobil made up 2.4% of Staton Financial Advisors's portfolio in Q2 2017, its #24 holding.
Staton Financial Advisors first reported a position in ExxonMobil in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's ExxonMobil position peaked at $3.23M in Q2 2016.
2,212 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.