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Weston Capital Management’s ExxonMobil XOM Stock Holding History

Weston Capital Management’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
2013
Q4 		$2.06M Hold
20,389
– – 2.55% 13
2013
Q3 		$1.75M Hold
20,389
– – 2.29% 16
2013
Q2 		$1.84M Buy
+20,389
New +$1.83M 2.46% 16

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Weston Capital Management's XOM Position: Q4 2013 in Review

Weston Capital Management held its ExxonMobil (XOM) position steady in Q4 2013 at 20,389 shares worth $2.06M. The position accounts for 2.55% of the portfolio, ranked #13.

Weston Capital Management first reported a position in XOM in Q2 2013 and has held it in 3 quarters since. 1,910 funds tracked by Wall St. Rank hold XOM as of Q4 2013.

  • Weston Capital Management held 20,389 shares of ExxonMobil worth $2.06M as of Q4 2013.
  • Weston Capital Management left its ExxonMobil share count unchanged in Q4 2013.
  • ExxonMobil made up 2.55% of Weston Capital Management's portfolio in Q4 2013, its #13 holding.
  • Weston Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 3 quarters since.
  • 1,910 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2013.

Based on Weston Capital Management's 13F filing for Q4 2013, filed 3 Jan 2014.