Welch Investments’s ExxonMobil XOM Stock Holding History

Welch Investments’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
2017 Q4	$4.88M	Buy	58,320 +3,293	+6%	+$272K	3.1%	20
2017 Q3	$4.51M	Buy	55,027 +3,980	+8%	+$316K	3.11%	21
2017 Q2	$4.12M	Buy	51,047 +4,417	+9%	+$361K	3.06%	25
2017 Q1	$3.82M	Buy	46,630 +5,290	+13%	+$442K	3.03%	28
2016 Q4	$3.73M	Buy	+41,340	New	+$3.61M	3.26%	13

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Welch Investments's XOM Position: Q4 2017 in Review

Welch Investments increased its ExxonMobil (XOM) stake by 6% in Q4 2017, buying an estimated $272K and bringing the position to 58,320 shares worth $4.88M. The position accounts for 3.1% of the portfolio, ranked #20.

Welch Investments first reported a position in XOM in Q4 2016 and has held it in 5 quarters since. 2,443 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

Welch Investments held 58,320 shares of ExxonMobil worth $4.88M as of Q4 2017.
Welch Investments bought 3,293 ExxonMobil shares in Q4 2017, an estimated $272K.
ExxonMobil made up 3.1% of Welch Investments's portfolio in Q4 2017, its #20 holding.
Welch Investments first reported a position in ExxonMobil in Q4 2016 and has held it in 5 quarters since.
2,443 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.