Vontobel Swiss Wealth Advisors’s ExxonMobil XOM Stock Holding History

Vontobel Swiss Wealth Advisors’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	–	Sell	-6,565	Closed	-$249K	–	89
2020 Q1	$249K	Buy	6,565 +2,835	+76%	+$157K	0.19%	75
2019 Q4	$260K	Sell	3,730 -738	-17%	-$51K	0.17%	86
2019 Q3	$315K	Sell	4,468 -3,774	-46%	-$273K	0.2%	84
2019 Q2	$632K	Buy	+8,242	New	+$638K	0.34%	66
2018 Q1	–	Sell	-6,025	Closed	-$504K	–	91
2017 Q4	$504K	Sell	6,025 -2,349	-28%	-$194K	0.3%	50
2017 Q3	$687K	Buy	8,374 +1,624	+24%	+$129K	0.42%	40
2017 Q2	$545K	Sell	6,750 -700	-9%	-$57.3K	0.35%	40
2017 Q1	$611K	Buy	+7,450	New	+$622K	0.33%	45

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

Vontobel Swiss Wealth Advisors's XOM Position: Q2 2020 in Review

Vontobel Swiss Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2020, closing a stake of 6,565 shares — an estimated $249K sold.

Vontobel Swiss Wealth Advisors first reported a position in XOM in Q1 2017 and held it in 8 quarters. The position peaked at $687K in Q3 2017. 2,471 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

Vontobel Swiss Wealth Advisors reported no remaining ExxonMobil position as of Q2 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 6,565 ExxonMobil shares in Q2 2020, an estimated $249K.
Vontobel Swiss Wealth Advisors first reported a position in ExxonMobil in Q1 2017 and held it in 8 quarters.
Vontobel Swiss Wealth Advisors's ExxonMobil position peaked at $687K in Q3 2017.
2,471 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.