WEC
XOM icon

Winslow Evans & Crocker’s ExxonMobil XOM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$3.72M Buy
90,255
+17,282
+24% +$648K 0.7% 30
2020
Q3 		$2.51M Sell
72,973
-11,356
-13% -$464K 0.62% 34
2020
Q2 		$3.77M Buy
84,329
+2,327
+3% +$104K 1.01% 17
2020
Q1 		$3.12M Sell
82,002
-5,574
-6% -$308K 1.03% 19
2019
Q4 		$6.11M Sell
87,576
-1,572
-2% -$109K 1.56% 9
2019
Q3 		$6.3M Sell
89,148
-1,390
-2% -$101K 1.76% 7
2019
Q2 		$6.94M Sell
90,538
-324
-0.4% -$25.1K 1.93% 7
2019
Q1 		$7.34M Sell
90,862
-1,848
-2% -$141K 2.09% 5
2018
Q4 		$6.32M Sell
92,710
-3,648
-4% -$286K 2.12% 5
2018
Q3 		$8.19M Sell
96,358
-1,786
-2% -$146K 2.49% 4
2018
Q2 		$8.12M Buy
98,144
+3,908
+4% +$311K 2.55% 2
2018
Q1 		$7.03M Sell
94,236
-308
-0.3% -$24.6K 2.28% 5
2017
Q4 		$7.91M Sell
94,544
-796
-0.8% -$65.8K 2.54% 4
2017
Q3 		$7.82M Sell
95,340
-5,082
-5% -$404K 2.59% 3
2017
Q2 		$8.11M Buy
100,422
+6,588
+7% +$539K 2.23% 4
2017
Q1 		$7.7M Sell
93,834
-1,708
-2% -$143K 2.42% 3
2016
Q4 		$8.62M Sell
95,542
-3,434
-3% -$300K 2.65% 2
2016
Q3 		$8.64M Sell
98,976
-6,194
-6% -$550K 2.47% 2
2016
Q2 		$9.86M Buy
105,170
+5,423
+5% +$480K 2.95% 1
2016
Q1 		$8.34M Buy
99,747
+4,613
+5% +$369K 2.51% 2
2015
Q4 		$7.42M Buy
95,134
+3,724
+4% +$298K 2.12% 5
2015
Q3 		$6.8M Sell
91,410
-350
-0.4% -$27K 2.14% 5
2015
Q2 		$7.63M Sell
91,760
-1,516
-2% -$130K 2.16% 3
2015
Q1 		$7.93M Buy
93,276
+760
+0.8% +$67.4K 2.24% 2
2014
Q4 		$8.55M Buy
92,516
+904
+1% +$84.3K 2.44% 2
2014
Q3 		$8.62M Buy
91,612
+4,352
+5% +$433K 2.47% 1
2014
Q2 		$8.79M Sell
87,260
-465
-0.5% -$46.9K 2.91% 1
2014
Q1 		$8.57M Sell
87,725
-131
-0.1% -$12.5K 2.95% 1
2013
Q4 		$8.89M Buy
+87,856
New +$8.12M 3.04% 1

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Winslow Evans & Crocker's XOM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its ExxonMobil (XOM) stake by 24% in Q4 2020, buying an estimated $648K and bringing the position to 90,255 shares worth $3.72M. The position accounts for 0.7% of the portfolio, ranked #30.

Winslow Evans & Crocker first reported a position in XOM in Q4 2013 and has held it in 29 quarters since. The position peaked at $9.86M in Q2 2016. 2,552 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

  • Winslow Evans & Crocker held 90,255 shares of ExxonMobil worth $3.72M as of Q4 2020.
  • Winslow Evans & Crocker bought 17,282 ExxonMobil shares in Q4 2020, an estimated $648K.
  • ExxonMobil made up 0.7% of Winslow Evans & Crocker's portfolio in Q4 2020, its #30 holding.
  • Winslow Evans & Crocker first reported a position in ExxonMobil in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's ExxonMobil position peaked at $9.86M in Q2 2016.
  • 2,552 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.