WealthOne’s ExxonMobil XOM Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-500	Closed	-$34K	–	567
2018 Q4	$34K	Buy	+500	New	+$39.2K	0.03%	209

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthOne's XOM Position: Q1 2019 in Review

WealthOne sold out of ExxonMobil (XOM) in Q1 2019, closing a stake of 500 shares — an estimated $34K sold.

WealthOne first reported a position in XOM in Q4 2018 and held it in 1 quarter. The position peaked at $34K in Q4 2018. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

WealthOne reported no remaining ExxonMobil position as of Q1 2019 after selling out during the quarter.
WealthOne sold 500 ExxonMobil shares in Q1 2019, an estimated $34K.
WealthOne first reported a position in ExxonMobil in Q4 2018 and held it in 1 quarter.
WealthOne's ExxonMobil position peaked at $34K in Q4 2018.
2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.