Tradition Capital Management’s ExxonMobil XOM Stock Holding History

Tradition Capital 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 Q1	$1.41M	Sell	17,493 -450	-3%	-$34.3K	0.38%	80
2018 Q4	$1.22M	Sell	17,943 -3,382	-16%	-$265K	0.38%	80
2018 Q3	$1.81M	Sell	21,325 -3,200	-13%	-$262K	0.47%	76
2018 Q2	$2.03M	Buy	24,525 +2,931	+14%	+$234K	0.58%	63
2018 Q1	$1.61M	Sell	21,594 -400	-2%	-$32K	0.46%	75
2017 Q4	$1.84M	Sell	21,994 -290	-1%	-$24K	0.5%	67
2017 Q3	$1.83M	Sell	22,284 -100	-0.4%	-$7.94K	0.59%	55
2017 Q2	$1.81M	Hold	22,384	–	–	0.6%	53
2017 Q1	$1.83M	Sell	22,384 -2,585	-10%	-$216K	0.6%	57
2016 Q4	$2.25M	Sell	24,969 -206	-0.8%	-$18K	0.75%	50
2016 Q3	$2.2M	Sell	25,175 -1,657	-6%	-$147K	0.77%	46
2016 Q2	$2.52M	Sell	26,832 -683	-2%	-$60.4K	0.84%	41
2016 Q1	$2.3M	Sell	27,515 -225	-0.8%	-$18K	0.76%	42
2015 Q4	$2.16M	Buy	27,740 +2,589	+10%	+$207K	0.73%	51
2015 Q3	$1.87M	Buy	25,151 +836	+3%	+$64.4K	0.69%	53
2015 Q2	$2.02M	Sell	24,315 -1,576	-6%	-$135K	0.66%	58
2015 Q1	$2.2M	Sell	25,891 -1,400	-5%	-$124K	0.71%	54
2014 Q4	$2.52M	Buy	27,291 +370	+1%	+$34.5K	0.8%	46
2014 Q3	$2.53M	Sell	26,921 -774	-3%	-$77.1K	0.81%	48
2014 Q2	$2.79M	Sell	27,695 -1,435	-5%	-$145K	0.88%	42
2014 Q1	$2.85M	Sell	29,130 -2,224	-7%	-$212K	0.92%	43
2013 Q4	$3.17M	Sell	31,354 -21,799	-41%	-$2.02M	1.04%	37
2013 Q3	$4.57M	Sell	53,153 -1,540	-3%	-$139K	1.61%	17
2013 Q2	$4.94M	Buy	+54,693	New	+$4.92M	1.82%	12

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

Tradition Capital Management's XOM Position: Q1 2019 in Review

Tradition Capital Management reduced its ExxonMobil (XOM) stake by 2.5% in Q1 2019, selling an estimated $34.3K and leaving 17,493 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #80.

Tradition Capital Management first reported a position in XOM in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.94M in Q2 2013. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

Tradition Capital Management held 17,493 shares of ExxonMobil worth $1.41M as of Q1 2019.
Tradition Capital Management sold 450 ExxonMobil shares in Q1 2019, an estimated $34.3K.
ExxonMobil made up 0.38% of Tradition Capital Management's portfolio in Q1 2019, its #80 holding.
Tradition Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 24 quarters since.
Tradition Capital Management's ExxonMobil position peaked at $4.94M in Q2 2013.
2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.