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Wittenberg Investment Management’s ExxonMobil XOM Stock Holding History

Wittenberg Investment Management’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
Q4 		– Sell
-2,967
Closed -$243K – 80
2017
Q3 		$243K Sell
2,967
-350
-11% -$27.8K 0.1% 66
2017
Q2 		$268K Buy
3,317
+350
+12% +$28.6K 0.12% 64
2017
Q1 		$243K Hold
2,967
– – 0.12% 68
2016
Q4 		$268K Buy
+2,967
New +$259K 0.12% 67

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

Wittenberg Investment Management's XOM Position: Q4 2017 in Review

Wittenberg Investment Management sold out of ExxonMobil (XOM) in Q4 2017, closing a stake of 2,967 shares — an estimated $243K sold.

Wittenberg Investment Management first reported a position in XOM in Q4 2016 and held it in 4 quarters. The position peaked at $268K in Q2 2017. 2,444 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

  • Wittenberg Investment Management reported no remaining ExxonMobil position as of Q4 2017 after selling out during the quarter.
  • Wittenberg Investment Management sold 2,967 ExxonMobil shares in Q4 2017, an estimated $243K.
  • Wittenberg Investment Management first reported a position in ExxonMobil in Q4 2016 and held it in 4 quarters.
  • Wittenberg Investment Management's ExxonMobil position peaked at $268K in Q2 2017.
  • 2,444 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Wittenberg Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.