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Vector Wealth Management’s ExxonMobil XOM Stock Holding History

Vector 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
2016
Q4 		$1.04M Sell
11,503
-241
-2% -$21.1K 0.73% 21
2016
Q3 		$1.02M Buy
11,744
+115
+1% +$10.2K 0.7% 21
2016
Q2 		$1.09M Buy
11,629
+76
+0.7% +$6.72K 0.74% 21
2016
Q1 		$966K Sell
11,553
-201
-2% -$16.1K 0.72% 20
2015
Q4 		$916K Sell
11,754
-1,089
-8% -$87.1K 0.71% 21
2015
Q3 		$1.05M Buy
12,843
+1,603
+14% +$124K 0.83% 20
2015
Q2 		$935K Buy
11,240
+32
+0.3% +$2.75K 0.74% 18
2015
Q1 		$953K Buy
11,208
+1,273
+13% +$113K 0.77% 15
2014
Q4 		$919K Sell
9,935
-590
-6% -$55K 0.69% 14
2014
Q3 		$989K Buy
10,525
+499
+5% +$49.7K 0.73% 13
2014
Q2 		$1.01M Buy
10,026
+969
+11% +$97.7K 0.74% 12
2014
Q1 		$885K Sell
9,057
-1,663
-16% -$159K 0.64% 14
2013
Q4 		$1.08M Sell
10,720
-1,270
-11% -$117K 0.77% 12
2013
Q3 		$1.03M Sell
11,990
-658
-5% -$59.3K 0.75% 13
2013
Q2 		$1.14M Buy
+12,648
New +$1.14M 0.84% 13

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vector Wealth Management's XOM Position: Q4 2016 in Review

Vector Wealth Management reduced its ExxonMobil (XOM) stake by 2.1% in Q4 2016, selling an estimated $21.1K and leaving 11,503 shares worth $1.04M. The position accounts for 0.73% of the portfolio, ranked #21.

Vector Wealth Management first reported a position in XOM in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2013. 2,231 funds tracked by Wall St. Rank hold XOM as of Q4 2016.

  • Vector Wealth Management held 11,503 shares of ExxonMobil worth $1.04M as of Q4 2016.
  • Vector Wealth Management sold 241 ExxonMobil shares in Q4 2016, an estimated $21.1K.
  • ExxonMobil made up 0.73% of Vector Wealth Management's portfolio in Q4 2016, its #21 holding.
  • Vector Wealth Management first reported a position in ExxonMobil in Q2 2013 and has held it in 15 quarters since.
  • Vector Wealth Management's ExxonMobil position peaked at $1.14M in Q2 2013.
  • 2,231 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.