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SFA
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
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
State Farm Mutual Automobile Insurance
Bloomington, Illinois
$127B AUM
32.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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