Willow Street Advisors’s ExxonMobil XOM Stock Holding History

Willow Street 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
2013 Q4	$1.42M	Buy	14,021 +1,400	+11%	+$129K	0.79%	42
2013 Q3	$1.09M	Buy	12,621 +2,193	+21%	+$198K	0.67%	49
2013 Q2	$1.2M	Buy	+10,428	New	+$938K	0.77%	43

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Willow Street Advisors's XOM Position: Q4 2013 in Review

Willow Street Advisors increased its ExxonMobil (XOM) stake by 11% in Q4 2013, buying an estimated $129K and bringing the position to 14,021 shares worth $1.42M. The position accounts for 0.79% of the portfolio, ranked #42.

Willow Street Advisors first reported a position in XOM in Q2 2013 and has held it in 3 quarters since. 1,908 funds tracked by Wall St. Rank hold XOM as of Q4 2013.

Willow Street Advisors held 14,021 shares of ExxonMobil worth $1.42M as of Q4 2013.
Willow Street Advisors bought 1,400 ExxonMobil shares in Q4 2013, an estimated $129K.
ExxonMobil made up 0.79% of Willow Street Advisors's portfolio in Q4 2013, its #42 holding.
Willow Street Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 3 quarters since.
1,908 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.