TrueWealth LLC’s ExxonMobil XOM Stock Holding History

TrueWealth LLC’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	$472K	Buy	10,551 +405	+4%	+$18.2K	0.2%	73
2020 Q1	$385K	Sell	10,146 -3,489	-26%	-$193K	0.19%	80
2019 Q4	$951K	Sell	13,635 -817	-6%	-$56.5K	0.39%	42
2019 Q3	$1.02M	Sell	14,452 -1,048	-7%	-$75.8K	0.44%	33
2019 Q2	$1.19M	Buy	15,500 +187	+1%	+$14.5K	0.53%	30
2019 Q1	$1.24M	Sell	15,313 -352	-2%	-$26.8K	0.57%	29
2018 Q4	$1.07M	Buy	15,665 +1,346	+9%	+$106K	0.54%	28
2018 Q3	$1.22M	Buy	14,319 +17	+0.1%	+$1.39K	0.56%	27
2018 Q2	$1.18M	Buy	14,302 +313	+2%	+$24.9K	0.56%	27
2018 Q1	$1.04M	Sell	13,989 -9,845	-41%	-$787K	0.53%	27
2017 Q4	$1.99M	Buy	+23,834	New	+$1.97M	0.94%	15

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

TrueWealth LLC's XOM Position: Q2 2020 in Review

TrueWealth LLC increased its ExxonMobil (XOM) stake by 4% in Q2 2020, buying an estimated $18.2K and bringing the position to 10,551 shares worth $472K. The position accounts for 0.2% of the portfolio, ranked #73.

TrueWealth LLC first reported a position in XOM in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.99M in Q4 2017. 2,471 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

TrueWealth LLC held 10,551 shares of ExxonMobil worth $472K as of Q2 2020.
TrueWealth LLC bought 405 ExxonMobil shares in Q2 2020, an estimated $18.2K.
ExxonMobil made up 0.2% of TrueWealth LLC's portfolio in Q2 2020, its #73 holding.
TrueWealth LLC first reported a position in ExxonMobil in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's ExxonMobil position peaked at $1.99M in Q4 2017.
2,471 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.