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Wealthspire Advisors (Maryland)’s ExxonMobil XOM Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.79M Sell
52,232
-16,187
-24% -$662K 0.06% 140
2020
Q2 		$3.06M Buy
68,419
+4,488
+7% +$201K 0.22% 69
2020
Q1 		$2.43M Sell
63,931
-7,357
-10% -$406K 0.21% 71
2019
Q4 		$4.97M Buy
71,288
+1,315
+2% +$90.9K 0.33% 54
2019
Q3 		$4.94M Buy
69,973
+802
+1% +$58K 0.36% 47
2019
Q2 		$5.3M Buy
69,171
+4,183
+6% +$324K 0.4% 44
2019
Q1 		$5.25M Buy
64,988
+225
+0.3% +$17.2K 0.4% 43
2018
Q4 		$4.42M Sell
64,763
-5,208
-7% -$409K 0.39% 45
2018
Q3 		$5.95M Sell
69,971
-2,824
-4% -$231K 0.49% 34
2018
Q2 		$6.02M Sell
72,795
-662
-0.9% -$52.7K 0.55% 34
2018
Q1 		$5.48M Sell
73,457
-2,315
-3% -$185K 0.52% 37
2017
Q4 		$6.34M Buy
75,772
+4,577
+6% +$379K 0.62% 31
2017
Q3 		$5.84M Buy
71,195
+7,042
+11% +$559K 0.64% 28
2017
Q2 		$5.18M Buy
64,153
+16,070
+33% +$1.31M 0.61% 28
2017
Q1 		$3.94M Sell
48,083
-171
-0.4% -$14.3K 0.56% 29
2016
Q4 		$4.36M Buy
48,254
+881
+2% +$77K 0.65% 26
2016
Q3 		$4.13M Sell
47,373
-4,397
-8% -$390K 0.64% 28
2016
Q2 		$4.85M Sell
51,770
-1,345
-3% -$119K 0.81% 21
2016
Q1 		$4.44M Buy
53,115
+4,323
+9% +$346K 0.78% 21
2015
Q4 		$3.8M Buy
+48,792
New +$3.9M 0.71% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s XOM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its ExxonMobil (XOM) stake by 24% in Q3 2020, selling an estimated $662K and leaving 52,232 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #140.

Wealthspire Advisors (Maryland) first reported a position in XOM in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.34M in Q4 2017. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 52,232 shares of ExxonMobil worth $1.79M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 16,187 ExxonMobil shares in Q3 2020, an estimated $662K.
  • ExxonMobil made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #140 holding.
  • Wealthspire Advisors (Maryland) first reported a position in ExxonMobil in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s ExxonMobil position peaked at $6.34M in Q4 2017.
  • 2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.