Stevens First Principles Investment Advisors’s ExxonMobil XOM Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$3.76M	Buy	49,126 +335	+0.7%	+$25.9K	2.19%	18
2019 Q1	$3.94M	Buy	48,791 +1,887	+4%	+$144K	2.35%	14
2018 Q4	$3.2M	Sell	46,904 -360	-0.8%	-$28.2K	2.16%	15
2018 Q3	$4.02M	Sell	47,264 -169	-0.4%	-$13.8K	2.31%	14
2018 Q2	$3.92M	Buy	47,433 +2,311	+5%	+$184K	2.37%	13
2018 Q1	$3.37M	Sell	45,122 -100	-0.2%	-$7.99K	2.06%	18
2017 Q4	$3.78M	Buy	45,222 +1,481	+3%	+$122K	2.04%	15
2017 Q3	$3.59M	Buy	43,741 +1,666	+4%	+$132K	1.95%	20
2017 Q2	$3.4M	Sell	42,075 -176	-0.4%	-$14.4K	2%	19
2017 Q1	$3.46M	Sell	42,251 -553	-1%	-$46.2K	2.2%	14
2016 Q4	$3.86M	Buy	42,804 +10,124	+31%	+$885K	2.68%	12
2016 Q3	$2.85M	Buy	32,680 +2,510	+8%	+$223K	2.06%	19
2016 Q2	$2.83M	Buy	30,170 +481	+2%	+$42.5K	2.11%	20
2016 Q1	$2.48M	Sell	29,689 -1,410	-5%	-$113K	2%	21
2015 Q4	$2.42M	Sell	31,099 -164	-0.5%	-$13.1K	2.06%	20
2015 Q3	$2.32M	Sell	31,263 -123	-0.4%	-$9.48K	1.86%	24
2015 Q2	$2.61M	Sell	31,386 -1,300	-4%	-$112K	1.69%	18
2015 Q1	$2.78M	Buy	32,686 +316	+1%	+$28K	1.79%	20
2014 Q4	$2.99M	Sell	32,370 -555	-2%	-$51.8K	1.97%	16
2014 Q3	$3.1M	Sell	32,925 -153	-0.5%	-$15.2K	1.73%	21
2014 Q2	$3.33M	Sell	33,078 -140	-0.4%	-$14.1K	1.83%	20
2014 Q1	$3.25M	Sell	33,218 -92	-0.3%	-$8.77K	2.1%	18
2013 Q4	$3.37M	Sell	33,310 -535	-2%	-$49.5K	2%	19
2013 Q3	$2.91M	Sell	33,845 -105	-0.3%	-$9.47K	1.73%	22
2013 Q2	$3.07M	Buy	+33,950	New	+$3.05M	2.16%	18

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stevens First Principles Investment Advisors's XOM Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its ExxonMobil (XOM) stake by 0.69% in Q2 2019, buying an estimated $25.9K and bringing the position to 49,126 shares worth $3.76M. The position accounts for 2.19% of the portfolio, ranked #18.

Stevens First Principles Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.02M in Q3 2018. 2,533 funds tracked by Wall St. Rank hold XOM as of Q2 2019.

Stevens First Principles Investment Advisors held 49,126 shares of ExxonMobil worth $3.76M as of Q2 2019.
Stevens First Principles Investment Advisors bought 335 ExxonMobil shares in Q2 2019, an estimated $25.9K.
ExxonMobil made up 2.19% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #18 holding.
Stevens First Principles Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 25 quarters since.
Stevens First Principles Investment Advisors's ExxonMobil position peaked at $4.02M in Q3 2018.
2,533 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.