Wheatland Advisors’s ExxonMobil XOM Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-6,603	Closed	-$461K	–	85
2019 Q4	$461K	Sell	6,603 -2,000	-23%	-$138K	0.59%	62
2019 Q3	$607K	Sell	8,603 -1,100	-11%	-$79.5K	0.55%	58
2019 Q2	$744K	Hold	9,703	–	–	0.56%	57
2019 Q1	$784K	Buy	9,703 +1,500	+18%	+$114K	0.6%	57
2018 Q4	$559K	Sell	8,203 -100	-1%	-$7.85K	0.49%	64
2018 Q3	$706K	Hold	8,303	–	–	0.53%	60
2018 Q2	$687K	Hold	8,303	–	–	0.56%	59
2018 Q1	$619K	Buy	8,303 +100	+1%	+$7.99K	0.51%	60
2017 Q4	$686K	Hold	8,203	–	–	0.55%	57
2017 Q3	$672K	Hold	8,203	–	–	0.57%	56
2017 Q2	$662K	Sell	8,203 -100	-1%	-$8.18K	0.6%	55
2017 Q1	$681K	Sell	8,303 -1,010	-11%	-$84.4K	0.61%	54
2016 Q4	$841K	Hold	9,313	–	–	0.75%	48
2016 Q3	$813K	Hold	9,313	–	–	0.76%	47
2016 Q2	$873K	Buy	9,313 +50	+0.5%	+$4.42K	0.84%	43
2016 Q1	$774K	Hold	9,263	–	–	0.79%	44
2015 Q4	$722K	Sell	9,263 -450	-5%	-$36K	0.74%	49
2015 Q3	$722K	Sell	9,713 -400	-4%	-$30.8K	0.78%	44
2015 Q2	$841K	Sell	10,113 -7	-0.1%	-$602	0.81%	45
2015 Q1	$860K	Hold	10,120	–	–	0.86%	45
2014 Q4	$936K	Sell	10,120 -50	-0.5%	-$4.66K	0.91%	43
2014 Q3	$956K	Buy	10,170 +157	+2%	+$15.6K	0.96%	44
2014 Q2	$1.13M	Hold	10,013	–	–	1.03%	40
2014 Q1	$978K	Sell	10,013 -100	-1%	-$9.53K	1%	42
2013 Q4	$1.02M	Buy	+10,113	New	+$935K	1.07%	40

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wheatland Advisors's XOM Position: Q1 2020 in Review

Wheatland Advisors sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 6,603 shares — an estimated $461K sold.

Wheatland Advisors first reported a position in XOM in Q4 2013 and held it in 25 quarters. The position peaked at $1.13M in Q2 2014. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Wheatland Advisors reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 6,603 ExxonMobil shares in Q1 2020, an estimated $461K.
Wheatland Advisors first reported a position in ExxonMobil in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's ExxonMobil position peaked at $1.13M in Q2 2014.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.