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WFG Advisors’s ExxonMobil XOM Stock Holding History

WFG Advisors’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
Q2 		$6.83M Buy
84,596
+16,648
+25% +$1.36M 1.54% 3
2017
Q1 		$5.57M Sell
67,948
-26,371
-28% -$2.2M 1.49% 3
2016
Q4 		$8.51M Sell
94,319
-6,250
-6% -$546K 2.08% 1
2016
Q3 		$8.78M Buy
100,569
+5,600
+6% +$497K 2.18% 1
2016
Q2 		$8.9M Buy
94,969
+2,154
+2% +$190K 2.37% 1
2016
Q1 		$7.76M Sell
92,815
-707
-0.8% -$56.6K 2.24% 2
2015
Q4 		$7.29M Buy
93,522
+4,918
+6% +$393K 2.18% 3
2015
Q3 		$6.59M Buy
88,604
+6,853
+8% +$528K 2.06% 4
2015
Q2 		$6.8M Buy
81,751
+1,812
+2% +$156K 1.87% 5
2015
Q1 		$6.79M Sell
79,939
-31,661
-28% -$2.81M 1.9% 3
2014
Q4 		$10.3M Sell
111,600
-4,823
-4% -$450K 2.09% 4
2014
Q3 		$10.9M Sell
116,423
-6,086
-5% -$606K 2.08% 2
2014
Q2 		$12.3M Sell
122,509
-1,087
-0.9% -$110K 2.3% 2
2014
Q1 		$12.1M Sell
123,596
-46,047
-27% -$4.39M 2.43% 2
2013
Q4 		$17.2M Sell
169,643
-2,494
-1% -$231K 2.44% 2
2013
Q3 		$14.8M Buy
172,137
+17,517
+11% +$1.58M 2.29% 2
2013
Q2 		$14M Buy
+154,620
New +$13.9M 2.32% 2

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

WFG Advisors's XOM Position: Q2 2017 in Review

WFG Advisors increased its ExxonMobil (XOM) stake by 25% in Q2 2017, buying an estimated $1.36M and bringing the position to 84,596 shares worth $6.83M. The position accounts for 1.54% of the portfolio, ranked #3.

WFG Advisors first reported a position in XOM in Q2 2013 and has held it in 17 quarters since. The position peaked at $17.2M in Q4 2013. 2,211 funds tracked by Wall St. Rank hold XOM as of Q2 2017.

  • WFG Advisors held 84,596 shares of ExxonMobil worth $6.83M as of Q2 2017.
  • WFG Advisors bought 16,648 ExxonMobil shares in Q2 2017, an estimated $1.36M.
  • ExxonMobil made up 1.54% of WFG Advisors's portfolio in Q2 2017, its #3 holding.
  • WFG Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's ExxonMobil position peaked at $17.2M in Q4 2013.
  • 2,211 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.