Taylor Wealth Management Partners’s ExxonMobil XOM Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-1,921	Closed	-$131K	–	117
2018 Q4	$131K	Hold	1,921	–	–	0.08%	46
2018 Q3	$163K	Hold	1,921	–	–	0.07%	56
2018 Q2	$159K	Hold	1,921	–	–	0.07%	54
2018 Q1	$143K	Sell	1,921 -300	-14%	-$24K	0.07%	53
2017 Q4	$186K	Sell	2,221 -100	-4%	-$8.27K	0.08%	61
2017 Q3	$190K	Hold	2,321	–	–	0.08%	65
2017 Q2	$187K	Sell	2,321 -5	-0.2%	-$409	0.08%	63
2017 Q1	$191K	Hold	2,326	–	–	0.09%	64
2016 Q4	$210K	Sell	2,326 -300	-11%	-$26.2K	0.1%	56
2016 Q3	$229K	Hold	2,626	–	–	0.1%	50
2016 Q2	$246K	Sell	2,626 -183	-7%	-$16.2K	0.1%	43
2016 Q1	$235K	Hold	2,809	–	–	0.11%	37
2015 Q4	$219K	Hold	2,809	–	–	0.09%	47
2015 Q3	$209K	Sell	2,809 -389	-12%	-$30K	0.1%	42
2015 Q2	$266K	Buy	3,198 +165	+5%	+$14.2K	0.08%	46
2015 Q1	$258K	Buy	+3,033	New	+$269K	0.08%	47

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

Taylor Wealth Management Partners's XOM Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of ExxonMobil (XOM) in Q1 2019, closing a stake of 1,921 shares — an estimated $131K sold.

Taylor Wealth Management Partners first reported a position in XOM in Q1 2015 and held it in 16 quarters. The position peaked at $266K in Q2 2015. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

Taylor Wealth Management Partners reported no remaining ExxonMobil position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,921 ExxonMobil shares in Q1 2019, an estimated $131K.
Taylor Wealth Management Partners first reported a position in ExxonMobil in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's ExxonMobil position peaked at $266K in Q2 2015.
2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.