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Winfield Associates’s ExxonMobil XOM Stock Holding History

Winfield Associates’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
2019
Q2 		– Sell
-1,737
Closed -$140K – 134
2019
Q1 		$140K Sell
1,737
-200
-10% -$15.2K 0.07% 122
2018
Q4 		$132K Hold
1,937
– – 0.08% 112
2018
Q3 		$165K Hold
1,937
– – 0.08% 123
2018
Q2 		$160K Buy
+1,937
New +$154K 0.09% 117
2018
Q1 		– Sell
-15,361
Closed -$1.29M – 675
2017
Q4 		$1.29M Sell
15,361
-765
-5% -$63.3K 0.65% 43
2017
Q3 		$1.32M Sell
16,126
-1,045
-6% -$83K 0.7% 43
2017
Q2 		$1.39M Buy
17,171
+245
+1% +$20K 0.77% 40
2017
Q1 		$1.39M Sell
16,926
-240
-1% -$20.1K 0.79% 40
2016
Q4 		$1.55M Buy
17,166
+1,140
+7% +$99.6K 0.95% 36
2016
Q3 		$1.4M Buy
16,026
+1,610
+11% +$143K 0.88% 35
2016
Q2 		$1.35M Buy
14,416
+6,840
+90% +$605K 0.88% 36
2016
Q1 		$633K Buy
7,576
+4,739
+167% +$380K 0.43% 65
2015
Q4 		$221K Buy
2,837
+400
+16% +$32K 0.15% 102
2015
Q3 		$181K Buy
2,437
+187
+8% +$14.4K 0.14% 106
2015
Q2 		$187K Hold
2,250
– – 0.13% 114
2015
Q1 		$191K Hold
2,250
– – 0.13% 116
2014
Q4 		$208K Buy
2,250
+220
+11% +$20.5K 0.15% 112
2014
Q3 		$191K Sell
2,030
-1,514
-43% -$151K 0.14% 117
2014
Q2 		$356K Sell
3,544
-239
-6% -$24.1K 0.26% 95
2014
Q1 		$370K Hold
3,783
– – 0.31% 88
2013
Q4 		$383K Buy
+3,783
New +$350K 0.31% 89

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winfield Associates's XOM Position: Q2 2019 in Review

Winfield Associates sold out of ExxonMobil (XOM) in Q2 2019, closing a stake of 1,737 shares — an estimated $140K sold.

Winfield Associates first reported a position in XOM in Q4 2013 and held it in 21 quarters. The position peaked at $1.55M in Q4 2016. 2,533 funds tracked by Wall St. Rank hold XOM as of Q2 2019.

  • Winfield Associates reported no remaining ExxonMobil position as of Q2 2019 after selling out during the quarter.
  • Winfield Associates sold 1,737 ExxonMobil shares in Q2 2019, an estimated $140K.
  • Winfield Associates first reported a position in ExxonMobil in Q4 2013 and held it in 21 quarters.
  • Winfield Associates's ExxonMobil position peaked at $1.55M in Q4 2016.
  • 2,533 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2019.

Based on Winfield Associates's 13F filing for Q2 2019, filed 3 Jul 2019.