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Wooster Corthell Wealth Management’s ExxonMobil XOM Stock Holding History

Wooster Corthell Wealth 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
2018
Q1 		– Sell
-3,931
Closed -$329K – 37
2017
Q4 		$329K Sell
3,931
-354
-8% -$29.3K 0.17% 29
2017
Q3 		$351K Sell
4,285
-8
-0.2% -$635 0.19% 27
2017
Q2 		$347K Buy
+4,293
New +$351K 0.2% 25

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wooster Corthell Wealth Management's XOM Position: Q1 2018 in Review

Wooster Corthell Wealth Management sold out of ExxonMobil (XOM) in Q1 2018, closing a stake of 3,931 shares — an estimated $329K sold.

Wooster Corthell Wealth Management first reported a position in XOM in Q2 2017 and held it in 3 quarters. The position peaked at $351K in Q3 2017. 2,429 funds tracked by Wall St. Rank hold XOM as of Q1 2018.

  • Wooster Corthell Wealth Management reported no remaining ExxonMobil position as of Q1 2018 after selling out during the quarter.
  • Wooster Corthell Wealth Management sold 3,931 ExxonMobil shares in Q1 2018, an estimated $329K.
  • Wooster Corthell Wealth Management first reported a position in ExxonMobil in Q2 2017 and held it in 3 quarters.
  • Wooster Corthell Wealth Management's ExxonMobil position peaked at $351K in Q3 2017.
  • 2,429 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2018.

Based on Wooster Corthell Wealth Management's 13F filing for Q1 2018, filed 1 May 2018.