Tillar-Wenstrup Advisors’s ExxonMobil XOM Stock Holding History

Tillar-Wenstrup 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
2015 Q1	–	Sell	-25,825	Closed	-$2.39M	–	40
2014 Q4	$2.39M	Buy	25,825 +502	+2%	+$46.8K	2.31%	20
2014 Q3	$2.38M	Sell	25,323 -340	-1%	-$33.9K	2.2%	19
2014 Q2	$2.58M	Buy	25,663 +160	+0.6%	+$16.1K	2.07%	16
2014 Q1	$2.49M	Buy	25,503 +1,301	+5%	+$124K	2.26%	12
2013 Q4	$2.45M	Buy	+24,202	New	+$2.24M	2.52%	14

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Tillar-Wenstrup Advisors's XOM Position: Q1 2015 in Review

Tillar-Wenstrup Advisors sold out of ExxonMobil (XOM) in Q1 2015, closing a stake of 25,825 shares — an estimated $2.39M sold.

Tillar-Wenstrup Advisors first reported a position in XOM in Q4 2013 and held it in 5 quarters. The position peaked at $2.58M in Q2 2014. 2,058 funds tracked by Wall St. Rank hold XOM as of Q1 2015.

Tillar-Wenstrup Advisors reported no remaining ExxonMobil position as of Q1 2015 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 25,825 ExxonMobil shares in Q1 2015, an estimated $2.39M.
Tillar-Wenstrup Advisors first reported a position in ExxonMobil in Q4 2013 and held it in 5 quarters.
Tillar-Wenstrup Advisors's ExxonMobil position peaked at $2.58M in Q2 2014.
2,058 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2015.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2015, filed 18 May 2015.