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Strategic Capital Group’s ExxonMobil XOM Stock Holding History

Strategic Capital Group’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
2014
Q2 		$288K Sell
2,864
-1,317
-31% -$133K 0.09% 121
2014
Q1 		$408K Buy
4,181
+1,230
+42% +$117K 0.13% 114
2013
Q4 		$299K Sell
2,951
-2,544
-46% -$235K 0.23% 90
2013
Q3 		$473K Hold
5,495
– – 0.18% 116
2013
Q2 		$496K Buy
+5,495
New +$494K 0.25% 106

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Capital Group's XOM Position: Q2 2014 in Review

Strategic Capital Group reduced its ExxonMobil (XOM) stake by 31% in Q2 2014, selling an estimated $133K and leaving 2,864 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #121.

Strategic Capital Group first reported a position in XOM in Q2 2013 and has held it in 5 quarters since. The position peaked at $496K in Q2 2013. 1,954 funds tracked by Wall St. Rank hold XOM as of Q2 2014.

  • Strategic Capital Group held 2,864 shares of ExxonMobil worth $288K as of Q2 2014.
  • Strategic Capital Group sold 1,317 ExxonMobil shares in Q2 2014, an estimated $133K.
  • ExxonMobil made up 0.09% of Strategic Capital Group's portfolio in Q2 2014, its #121 holding.
  • Strategic Capital Group first reported a position in ExxonMobil in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's ExxonMobil position peaked at $496K in Q2 2013.
  • 1,954 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.