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Wellesley Investment Partners’s ExxonMobil XOM Stock Holding History

Wellesley Investment Partners’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 		– Sell
-7,750
Closed -$346K – 108
2020
Q2 		$346K Sell
7,750
-2,258
-23% -$101K 0.12% 70
2020
Q1 		$380K Buy
10,008
+1,396
+16% +$77.1K 0.15% 66
2019
Q4 		$600K Buy
8,612
+317
+4% +$21.9K 0.18% 64
2019
Q3 		$586K Buy
8,295
+889
+12% +$64.3K 0.19% 65
2019
Q2 		$567K Sell
7,406
-6
-0.1% -$464 0.2% 67
2019
Q1 		$598K Sell
7,412
-3,345
-31% -$255K 0.21% 71
2018
Q4 		$733K Sell
10,757
-79
-0.7% -$6.2K 0.26% 65
2018
Q3 		$921K Sell
10,836
-9,141
-46% -$747K 0.3% 59
2018
Q2 		$1.65M Buy
19,977
+1,084
+6% +$86.4K 0.57% 25
2018
Q1 		$1.41M Buy
18,893
+1,532
+9% +$122K 0.51% 27
2017
Q4 		$1.45M Buy
17,361
+1,232
+8% +$102K 0.55% 24
2017
Q3 		$1.32M Sell
16,129
-193
-1% -$15.3K 0.54% 24
2017
Q2 		$1.32M Buy
16,322
+247
+2% +$20.2K 0.55% 22
2017
Q1 		$1.32M Buy
16,075
+3,314
+26% +$277K 0.58% 21
2016
Q4 		$1.15M Buy
12,761
+63
+0.5% +$5.5K 0.56% 23
2016
Q3 		$1.11M Buy
12,698
+818
+7% +$72.6K 0.57% 20
2016
Q2 		$1.11M Buy
11,880
+690
+6% +$61K 0.6% 20
2016
Q1 		$935K Buy
11,190
+3,254
+41% +$261K 0.56% 23
2015
Q4 		$618K Buy
+7,936
New +$634K 0.43% 38

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

Wellesley Investment Partners's XOM Position: Q3 2020 in Review

Wellesley Investment Partners sold out of ExxonMobil (XOM) in Q3 2020, closing a stake of 7,750 shares — an estimated $346K sold.

Wellesley Investment Partners first reported a position in XOM in Q4 2015 and held it in 19 quarters. The position peaked at $1.65M in Q2 2018. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • Wellesley Investment Partners reported no remaining ExxonMobil position as of Q3 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 7,750 ExxonMobil shares in Q3 2020, an estimated $346K.
  • Wellesley Investment Partners first reported a position in ExxonMobil in Q4 2015 and held it in 19 quarters.
  • Wellesley Investment Partners's ExxonMobil position peaked at $1.65M in Q2 2018.
  • 2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.