Tradition Asset Management’s ExxonMobil XOM Stock Holding History

Tradition Asset 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 Q2	$795K	Buy	17,792 +400	+2%	+$17.9K	0.23%	98
2020 Q1	$660K	Buy	17,392 +476	+3%	+$26.3K	0.22%	103
2019 Q4	$1.18M	Sell	16,916 -125	-0.7%	-$8.64K	0.29%	93
2019 Q3	$1.2M	Sell	17,041 -352	-2%	-$25.5K	0.31%	92
2019 Q2	$1.33M	Buy	+17,393	New	+$1.35M	0.35%	90

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Tradition Asset Management's XOM Position: Q2 2020 in Review

Tradition Asset Management increased its ExxonMobil (XOM) stake by 2.3% in Q2 2020, buying an estimated $17.9K and bringing the position to 17,792 shares worth $795K. The position accounts for 0.23% of the portfolio, ranked #98.

Tradition Asset Management first reported a position in XOM in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.33M in Q2 2019. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

Tradition Asset Management held 17,792 shares of ExxonMobil worth $795K as of Q2 2020.
Tradition Asset Management bought 400 ExxonMobil shares in Q2 2020, an estimated $17.9K.
ExxonMobil made up 0.23% of Tradition Asset Management's portfolio in Q2 2020, its #98 holding.
Tradition Asset Management first reported a position in ExxonMobil in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's ExxonMobil position peaked at $1.33M in Q2 2019.
2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.