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Wealthfront’s ExxonMobil XOM Stock Holding History

Wealthfront’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
2018
Q3 		$8.59M Sell
100,979
-5,214
-5% -$426K 0.08% 42
2018
Q2 		$8.79M Sell
106,193
-187
-0.2% -$14.9K 0.09% 37
2018
Q1 		$7.94M Sell
106,380
-476
-0.4% -$38K 0.08% 42
2017
Q4 		$8.94M Buy
106,856
+23,541
+28% +$1.95M 0.1% 37
2017
Q3 		$6.83M Sell
83,315
-35,958
-30% -$2.86M 0.09% 40
2017
Q2 		$9.63M Buy
119,273
+3,681
+3% +$301K 0.14% 27
2017
Q1 		$9.48M Sell
115,592
-2,213
-2% -$185K 0.17% 26
2016
Q4 		$10.6M Sell
117,805
-1,530
-1% -$134K 0.23% 24
2016
Q3 		$10.4M Sell
119,335
-6,049
-5% -$537K 0.25% 24
2016
Q2 		$11.8M Buy
125,384
+6,119
+5% +$541K 0.32% 22
2016
Q1 		$9.97M Buy
119,265
+49,079
+70% +$3.93M 0.32% 22
2015
Q4 		$5.47M Buy
70,186
+23,644
+51% +$1.89M 0.2% 26
2015
Q3 		$3.46M Buy
46,542
+34,137
+275% +$2.63M 0.14% 30
2015
Q2 		$1.03M Buy
12,405
+1,658
+15% +$143K 0.04% 57
2015
Q1 		$913K Sell
10,747
-5,852
-35% -$519K 0.04% 43
2014
Q4 		$1.53M Buy
16,599
+35
+0.2% +$3.26K 0.09% 29
2014
Q3 		$1.56M Buy
16,564
+472
+3% +$47K 0.11% 26
2014
Q2 		$1.65M Buy
16,092
+7,227
+82% +$729K 0.14% 17
2014
Q1 		$866K Buy
+8,865
New +$845K 0.11% 17

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wealthfront's XOM Position: Q3 2018 in Review

Wealthfront reduced its ExxonMobil (XOM) stake by 4.9% in Q3 2018, selling an estimated $426K and leaving 100,979 shares worth $8.59M. The position accounts for 0.08% of the portfolio, ranked #42.

Wealthfront first reported a position in XOM in Q1 2014 and has held it in 19 quarters since. The position peaked at $11.8M in Q2 2016. 2,425 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

  • Wealthfront held 100,979 shares of ExxonMobil worth $8.59M as of Q3 2018.
  • Wealthfront sold 5,214 ExxonMobil shares in Q3 2018, an estimated $426K.
  • ExxonMobil made up 0.08% of Wealthfront's portfolio in Q3 2018, its #42 holding.
  • Wealthfront first reported a position in ExxonMobil in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's ExxonMobil position peaked at $11.8M in Q2 2016.
  • 2,425 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.