Yorktown Management & Research Company’s ExxonMobil XOM Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-7,200	Closed	-$322K	–	272
2020 Q2	$322K	Buy	+7,200	New	+$323K	0.29%	147
2020 Q1	–	Sell	-15,000	Closed	-$1.05M	–	324
2019 Q4	$1.05M	Hold	15,000	–	–	0.56%	56
2019 Q3	$1.06M	Sell	15,000 -35,000	-70%	-$2.53M	0.57%	39
2019 Q2	$3.83M	Hold	50,000	–	–	1.45%	11
2019 Q1	$4.04M	Hold	50,000	–	–	1.31%	12
2018 Q4	$3.41M	Hold	50,000	–	–	1.13%	12
2018 Q3	$4.25M	Hold	50,000	–	–	1.24%	12
2018 Q2	$4.14M	Hold	50,000	–	–	1.2%	12
2018 Q1	$3.73M	Hold	50,000	–	–	1.1%	14
2017 Q4	$4.18M	Buy	50,000 +37,000	+285%	+$3.06M	1.21%	14
2017 Q3	$1.07M	Hold	13,000	–	–	0.28%	63
2017 Q2	$1.05M	Hold	13,000	–	–	0.33%	60
2017 Q1	$1.07M	Buy	+13,000	New	+$1.09M	0.28%	84

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Yorktown Management & Research Company's XOM Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of ExxonMobil (XOM) in Q3 2020, closing a stake of 7,200 shares — an estimated $322K sold.

Yorktown Management & Research Company first reported a position in XOM in Q1 2017 and held it in 13 quarters. The position peaked at $4.25M in Q3 2018. 2,296 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Yorktown Management & Research Company reported no remaining ExxonMobil position as of Q3 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 7,200 ExxonMobil shares in Q3 2020, an estimated $322K.
Yorktown Management & Research Company first reported a position in ExxonMobil in Q1 2017 and held it in 13 quarters.
Yorktown Management & Research Company's ExxonMobil position peaked at $4.25M in Q3 2018.
2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.