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SVA Wealth Management’s ExxonMobil XOM Stock Holding History

SVA 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
Q4 		$712K Sell
17,264
-11,370
-40% -$426K 0.06% 141
2020
Q3 		$983K Sell
28,634
-2,527
-8% -$103K 0.1% 118
2020
Q2 		$1.39M Sell
31,161
-7,321
-19% -$328K 0.15% 108
2020
Q1 		$1.46M Sell
38,482
-25,064
-39% -$1.38M 0.17% 102
2019
Q4 		$4.43M Sell
63,546
-5,434
-8% -$376K 0.41% 55
2019
Q3 		$4.87M Sell
68,980
-1,156
-2% -$83.6K 0.48% 46
2019
Q2 		$5.38M Sell
70,136
-5,531
-7% -$428K 0.53% 42
2019
Q1 		$6.11M Buy
75,667
+3,110
+4% +$237K 0.59% 39
2018
Q4 		$4.95M Sell
72,557
-9,996
-12% -$784K 0.56% 47
2018
Q3 		$7.02M Buy
82,553
+196
+0.2% +$16K 0.71% 37
2018
Q2 		$6.81M Sell
82,357
-18,010
-18% -$1.43M 0.74% 38
2018
Q1 		$8.23M Buy
100,367
+4,632
+5% +$370K 1.02% 22
2017
Q4 		$8.01M Sell
95,735
-4,632
-5% -$383K 0.94% 26
2017
Q3 		$8.23M Sell
100,367
-5,699
-5% -$453K 1.02% 22
2017
Q2 		$8.56M Buy
106,066
+1,277
+1% +$104K 1.11% 20
2017
Q1 		$8.59M Buy
104,789
+4,129
+4% +$345K 1.17% 18
2016
Q4 		$9.09M Buy
100,660
+6,270
+7% +$548K 1.35% 13
2016
Q3 		$8.24M Buy
94,390
+3,658
+4% +$325K 1.28% 16
2016
Q2 		$8.51M Sell
90,732
-3,456
-4% -$306K 1.37% 15
2016
Q1 		$7.87M Buy
94,188
+12,194
+15% +$977K 1.3% 17
2015
Q4 		$6.39M Buy
81,994
+5,168
+7% +$413K 1.11% 24
2015
Q3 		$5.71M Buy
76,826
+4,459
+6% +$344K 1.07% 25
2015
Q2 		$6.02M Buy
72,367
+1,830
+3% +$157K 1.11% 24
2015
Q1 		$6M Buy
70,537
+32,540
+86% +$2.89M 1.09% 26
2014
Q4 		$3.51M Buy
37,997
+8,597
+29% +$802K 1.28% 20
2014
Q3 		$2.77M Buy
29,400
+320
+1% +$31.9K 1.18% 22
2014
Q2 		$2.93M Sell
29,080
-277
-0.9% -$27.9K 1.25% 21
2014
Q1 		$2.87M Buy
29,357
+3,557
+14% +$339K 1.35% 19
2013
Q4 		$2.61M Buy
+25,800
New +$2.39M 1.56% 16

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SVA Wealth Management's XOM Position: Q4 2020 in Review

SVA Wealth Management reduced its ExxonMobil (XOM) stake by 40% in Q4 2020, selling an estimated $426K and leaving 17,264 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #141.

SVA Wealth Management first reported a position in XOM in Q4 2013 and has held it in 29 quarters since. The position peaked at $9.09M in Q4 2016. 2,552 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

  • SVA Wealth Management held 17,264 shares of ExxonMobil worth $712K as of Q4 2020.
  • SVA Wealth Management sold 11,370 ExxonMobil shares in Q4 2020, an estimated $426K.
  • ExxonMobil made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #141 holding.
  • SVA Wealth Management first reported a position in ExxonMobil in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's ExxonMobil position peaked at $9.09M in Q4 2016.
  • 2,552 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.