SBWM
XOM icon

Sunflower Bank Wealth Management’s ExxonMobil XOM Stock Holding History

Sunflower Bank Wealth 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
Q3 		$1.15M Sell
33,492
-1,090
-3% -$44.6K 0.38% 36
2020
Q2 		$1.55M Sell
34,582
-1,455
-4% -$65.3K 0.52% 27
2020
Q1 		$1.37M Sell
36,037
-3,700
-9% -$204K 0.52% 27
2019
Q4 		$2.77M Buy
39,737
+650
+2% +$44.9K 0.85% 21
2019
Q3 		$2.76M Sell
39,087
-1,465
-4% -$106K 0.88% 22
2019
Q2 		$3.11M Sell
40,552
-4,900
-11% -$379K 1% 21
2019
Q1 		$3.67M Sell
45,452
-3,216
-7% -$245K 1.11% 21
2018
Q4 		$3.32M Sell
48,668
-1,860
-4% -$146K 1.06% 20
2018
Q3 		$4.3M Sell
50,528
-3,750
-7% -$307K 1.21% 19
2018
Q2 		$4.49M Buy
54,278
+440
+0.8% +$35.1K 1.31% 19
2018
Q1 		$4.02M Sell
53,838
-840
-2% -$67.1K 1.11% 23
2017
Q4 		$4.57M Sell
54,678
-221
-0.4% -$18.3K 1.23% 18
2017
Q3 		$4.5M Sell
54,899
-9,600
-15% -$762K 1.63% 12
2017
Q2 		$5.21M Sell
64,499
-3,133
-5% -$256K 1.77% 9
2017
Q1 		$5.55M Buy
67,632
+2,535
+4% +$212K 1.89% 9
2016
Q4 		$5.88M Sell
65,097
-1,400
-2% -$122K 2.1% 9
2016
Q3 		$5.8M Buy
66,497
+1,550
+2% +$138K 2.12% 9
2016
Q2 		$6.09M Sell
64,947
-115
-0.2% -$10.2K 2.14% 9
2016
Q1 		$5.44M Sell
65,062
-995
-2% -$79.7K 1.94% 10
2015
Q4 		$5.15M Sell
66,057
-3,670
-5% -$293K 1.81% 12
2015
Q3 		$5.18M Sell
69,727
-95
-0.1% -$7.32K 1.89% 11
2015
Q2 		$5.81M Buy
69,822
+6,775
+11% +$582K 1.98% 12
2015
Q1 		$5.36M Buy
63,047
+526
+0.8% +$46.6K 1.76% 12
2014
Q4 		$5.78M Buy
62,521
+4,020
+7% +$375K 1.84% 9
2014
Q3 		$5.5M Sell
58,501
-1,128
-2% -$112K 1.88% 10
2014
Q2 		$6M Sell
59,629
-4,125
-6% -$416K 2.44% 7
2014
Q1 		$6.23M Sell
63,754
-750
-1% -$71.5K 3.02% 5
2013
Q4 		$6.53M Sell
64,504
-2,376
-4% -$220K 3.3% 4
2013
Q3 		$5.75M Sell
66,880
-236
-0.4% -$21.3K 3.12% 5
2013
Q2 		$6.06M Buy
+67,116
New +$6.04M 3.28% 5

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sunflower Bank Wealth Management's XOM Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its ExxonMobil (XOM) stake by 3.2% in Q3 2020, selling an estimated $44.6K and leaving 33,492 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #36.

Sunflower Bank Wealth Management first reported a position in XOM in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.53M in Q4 2013. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • Sunflower Bank Wealth Management held 33,492 shares of ExxonMobil worth $1.15M as of Q3 2020.
  • Sunflower Bank Wealth Management sold 1,090 ExxonMobil shares in Q3 2020, an estimated $44.6K.
  • ExxonMobil made up 0.38% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #36 holding.
  • Sunflower Bank Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's ExxonMobil position peaked at $6.53M in Q4 2013.
  • 2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.