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Stellar Capital Management’s ExxonMobil XOM Stock Holding History

Stellar Capital Management’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
Q2 		$1.5M Buy
33,607
+1,509
+5% +$67.7K 1.02% 38
2020
Q1 		$1.22M Sell
32,098
-4,883
-13% -$270K 1% 37
2019
Q4 		$2.58M Buy
36,981
+325
+0.9% +$22.5K 1.51% 30
2019
Q3 		$2.59M Buy
36,656
+898
+3% +$64.9K 1.67% 26
2019
Q2 		$2.89M Hold
35,758
– – 1.89% 22
2019
Q1 		$2.89M Buy
35,758
+2,060
+6% +$157K 1.89% 22
2018
Q4 		$2.3M Sell
33,698
-1,911
-5% -$150K 1.8% 23
2018
Q3 		$3.03M Sell
35,609
-275
-0.8% -$22.5K 1.94% 21
2018
Q2 		$2.97M Buy
35,884
+715
+2% +$57K 1.95% 19
2018
Q1 		$2.62M Buy
35,169
+570
+2% +$45.6K 1.7% 25
2017
Q4 		$2.89M Buy
34,599
+319
+0.9% +$26.4K 1.92% 22
2017
Q3 		$2.81M Sell
34,280
-670
-2% -$53.2K 1.98% 20
2017
Q2 		$2.82M Buy
34,950
+423
+1% +$34.6K 2.05% 21
2017
Q1 		$2.83M Buy
34,527
+1,521
+5% +$127K 2.16% 17
2016
Q4 		$2.98M Buy
+33,006
New +$2.88M 2.45% 14
2016
Q2 		$2.38M Buy
25,337
+350
+1% +$30.9K 2.59% 14
2016
Q1 		$2.09M Buy
24,987
+50
+0.2% +$4K 2.31% 19
2015
Q4 		$1.94M Buy
24,937
+202
+0.8% +$16.1K 2.34% 16
2015
Q3 		$1.84M Buy
24,735
+68
+0.3% +$5.24K 2.38% 20
2015
Q2 		$2.05M Sell
24,667
-5,174
-17% -$445K 2.25% 22
2015
Q1 		$2.54M Buy
29,841
+5,550
+23% +$492K 2.46% 11
2014
Q4 		$2.25M Sell
24,291
-2,643
-10% -$246K 2.42% 14
2014
Q3 		$2.53M Sell
26,934
-100
-0.4% -$9.96K 2.78% 10
2014
Q2 		$2.72M Sell
27,034
-500
-2% -$50.4K 3% 7
2014
Q1 		$2.69M Sell
27,534
-3,857
-12% -$368K 3.02% 7
2013
Q4 		$3.18M Buy
+31,391
New +$2.9M 3.4% 2

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stellar Capital Management's XOM Position: Q2 2020 in Review

Stellar Capital Management increased its ExxonMobil (XOM) stake by 4.7% in Q2 2020, buying an estimated $67.7K and bringing the position to 33,607 shares worth $1.5M. The position accounts for 1.02% of the portfolio, ranked #38.

Stellar Capital Management first reported a position in XOM in Q4 2013 and has held it in 26 quarters since. The position peaked at $3.18M in Q4 2013. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

  • Stellar Capital Management held 33,607 shares of ExxonMobil worth $1.5M as of Q2 2020.
  • Stellar Capital Management bought 1,509 ExxonMobil shares in Q2 2020, an estimated $67.7K.
  • ExxonMobil made up 1.02% of Stellar Capital Management's portfolio in Q2 2020, its #38 holding.
  • Stellar Capital Management first reported a position in ExxonMobil in Q4 2013 and has held it in 26 quarters since.
  • Stellar Capital Management's ExxonMobil position peaked at $3.18M in Q4 2013.
  • 2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.