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Torch Wealth Management’s ExxonMobil XOM Stock Holding History

Torch 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
2019
Q4 		$2.66M Sell
38,100
-2,231
-6% -$154K 1.47% 19
2019
Q3 		$2.85M Buy
40,331
+4,900
+14% +$354K 1.69% 14
2019
Q2 		$2.71M Sell
35,431
-849
-2% -$65.7K 1.63% 14
2019
Q1 		$2.93M Buy
36,280
+419
+1% +$31.9K 1.81% 10
2018
Q4 		$2.44M Sell
35,861
-1,725
-5% -$135K 1.75% 14
2018
Q3 		$3.2M Sell
37,586
-475
-1% -$38.8K 1.92% 9
2018
Q2 		$3.15M Buy
38,061
+248
+0.7% +$19.8K 1.98% 7
2018
Q1 		$2.82M Buy
37,813
+526
+1% +$42K 1.83% 13
2017
Q4 		$3.12M Sell
37,287
-488
-1% -$40.4K 1.91% 9
2017
Q3 		$3.1M Sell
37,775
-200
-0.5% -$15.9K 2.03% 8
2017
Q2 		$3.07M Sell
37,975
-375
-1% -$30.7K 2.12% 9
2017
Q1 		$3.15M Buy
38,350
+725
+2% +$60.6K 2.1% 9
2016
Q4 		$3.4M Buy
37,625
+300
+0.8% +$26.2K 2.4% 6
2016
Q3 		$3.26M Sell
37,325
-250
-0.7% -$22.2K 2.37% 6
2016
Q2 		$3.52M Buy
37,575
+200
+0.5% +$17.7K 2.57% 5
2016
Q1 		$3.12M Sell
37,375
-87
-0.2% -$6.97K 2.35% 8
2015
Q4 		$2.92M Buy
37,462
+201
+0.5% +$16.1K 2.13% 8
2015
Q3 		$2.77M Buy
37,261
+224
+0.6% +$17.3K 2.13% 7
2015
Q2 		$3.08M Buy
37,037
+351
+1% +$30.2K 2.13% 6
2015
Q1 		$3.12M Sell
36,686
-551
-1% -$48.9K 2.41% 6
2014
Q4 		$3.44M Buy
37,237
+3,776
+11% +$352K 2.64% 5
2014
Q3 		$3.15M Sell
33,461
-250
-0.7% -$24.9K 2.31% 7
2014
Q2 		$3.39M Buy
33,711
+100
+0.3% +$10.1K 2.3% 7
2014
Q1 		$3.28M Sell
33,611
-49
-0.1% -$4.67K 2.38% 6
2013
Q4 		$3.41M Buy
+33,660
New +$3.11M 2.6% 6

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Torch Wealth Management's XOM Position: Q4 2019 in Review

Torch Wealth Management reduced its ExxonMobil (XOM) stake by 5.5% in Q4 2019, selling an estimated $154K and leaving 38,100 shares worth $2.66M. The position accounts for 1.47% of the portfolio, ranked #19.

Torch Wealth Management first reported a position in XOM in Q4 2013 and has held it in 25 quarters since. The position peaked at $3.52M in Q2 2016. 2,734 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

  • Torch Wealth Management held 38,100 shares of ExxonMobil worth $2.66M as of Q4 2019.
  • Torch Wealth Management sold 2,231 ExxonMobil shares in Q4 2019, an estimated $154K.
  • ExxonMobil made up 1.47% of Torch Wealth Management's portfolio in Q4 2019, its #19 holding.
  • Torch Wealth Management first reported a position in ExxonMobil in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's ExxonMobil position peaked at $3.52M in Q2 2016.
  • 2,734 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.