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WealthTrust-Arizona’s ExxonMobil XOM Stock Holding History

WealthTrust-Arizona’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
Q4 		$224K Sell
3,287
-698
-18% -$54.8K 0.13% 56
2018
Q3 		$339K Buy
3,985
+2,067
+108% +$169K 0.16% 49
2018
Q2 		$159K Sell
1,918
-199
-9% -$15.9K 0.08% 71
2018
Q1 		$158K Sell
2,117
-1,375
-39% -$110K 0.08% 74
2017
Q4 		$292K Sell
3,492
-126
-3% -$10.4K 0.14% 54
2017
Q3 		$297K Buy
3,618
+3
+0.1% +$238 0.15% 53
2017
Q2 		$292K Buy
3,615
+2
+0.1% +$164 0.15% 51
2017
Q1 		$296K Buy
3,613
+2
+0.1% +$167 0.16% 51
2016
Q4 		$326K Buy
3,611
+2
+0.1% +$175 0.19% 47
2016
Q3 		$315K Buy
3,609
+1
+0% +$89 0.19% 52
2016
Q2 		$338K Buy
3,608
+2,101
+139% +$186K 0.21% 50
2016
Q1 		$126K Sell
1,507
-57
-4% -$4.57K 0.08% 78
2015
Q4 		$122K Buy
1,564
+100
+7% +$7.99K 0.07% 87
2015
Q3 		$109K Hold
1,464
– – 0.07% 86
2015
Q2 		$122K Hold
1,464
– – 0.07% 82
2015
Q1 		$124K Sell
1,464
-17
-1% -$1.51K 0.08% 82
2014
Q4 		$137K Sell
1,481
-831
-36% -$77.5K 0.11% 74
2014
Q3 		$217K Sell
2,312
-96
-4% -$9.56K 0.24% 58
2014
Q2 		$242K Sell
2,408
-238
-9% -$24K 0.26% 53
2014
Q1 		$258K Buy
2,646
+6
+0.2% +$572 0.29% 44
2013
Q4 		$267K Sell
2,640
-16
-0.6% -$1.48K 0.31% 41
2013
Q3 		$228K Buy
2,656
+369
+16% +$33.3K 0.29% 44
2013
Q2 		$207K Buy
+2,287
New +$206K 0.28% 43

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthTrust-Arizona's XOM Position: Q4 2018 in Review

WealthTrust-Arizona reduced its ExxonMobil (XOM) stake by 18% in Q4 2018, selling an estimated $54.8K and leaving 3,287 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #56.

WealthTrust-Arizona first reported a position in XOM in Q2 2013 and has held it in 23 quarters since. The position peaked at $339K in Q3 2018. 2,570 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

  • WealthTrust-Arizona held 3,287 shares of ExxonMobil worth $224K as of Q4 2018.
  • WealthTrust-Arizona sold 698 ExxonMobil shares in Q4 2018, an estimated $54.8K.
  • ExxonMobil made up 0.13% of WealthTrust-Arizona's portfolio in Q4 2018, its #56 holding.
  • WealthTrust-Arizona first reported a position in ExxonMobil in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's ExxonMobil position peaked at $339K in Q3 2018.
  • 2,570 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.