Vista Investment Management’s ExxonMobil XOM Stock Holding History

Vista Investment 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 Q1	–	Sell	-3,124	Closed	-$218K	–	144
2019 Q4	$218K	Sell	3,124 -92	-3%	-$6.36K	0.16%	134
2019 Q3	$227K	Buy	3,216 +159	+5%	+$11.5K	0.19%	123
2019 Q2	$234K	Buy	3,057 +12	+0.4%	+$929	0.2%	123
2019 Q1	$246K	Buy	3,045 +42	+1%	+$3.2K	0.22%	119
2018 Q4	$205K	Buy	3,003 +334	+13%	+$26.2K	0.21%	127
2018 Q3	$227K	Buy	+2,669	New	+$218K	0.2%	139

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Vista Investment Management's XOM Position: Q1 2020 in Review

Vista Investment Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 3,124 shares — an estimated $218K sold.

Vista Investment Management first reported a position in XOM in Q3 2018 and held it in 6 quarters. The position peaked at $246K in Q1 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Vista Investment Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Vista Investment Management sold 3,124 ExxonMobil shares in Q1 2020, an estimated $218K.
Vista Investment Management first reported a position in ExxonMobil in Q3 2018 and held it in 6 quarters.
Vista Investment Management's ExxonMobil position peaked at $246K in Q1 2019.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Vista Investment Management's 13F filing for Q1 2020, filed 15 May 2020.