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Barber Financial Group’s ExxonMobil XOM Stock Holding History

Barber Financial Group’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
2023
Q1 		$915K Sell
8,346
-372
-4% -$41.1K 0.16% 50
2022
Q4 		$962K Buy
8,718
+45
+0.5% +$4.82K 0.27% 48
2022
Q3 		$757K Sell
8,673
-1,120
-11% -$102K 0.22% 52
2022
Q2 		$839K Sell
9,793
-1,963
-17% -$177K 0.14% 48
2022
Q1 		$971K Buy
11,756
+1,609
+16% +$125K 0.13% 51
2021
Q4 		$621K Sell
10,147
-503
-5% -$31.4K 0.07% 80
2021
Q3 		$626K Sell
10,650
-266
-2% -$15.2K 0.08% 80
2021
Q2 		$689K Sell
10,916
-82
-0.7% -$4.9K 0.09% 73
2021
Q1 		$614K Sell
10,998
-155
-1% -$8.13K 0.09% 77
2020
Q4 		$460K Buy
11,153
+3,331
+43% +$125K 0.08% 80
2020
Q3 		$269K Sell
7,822
-454
-5% -$18.6K 0.06% 106
2020
Q2 		$370K Buy
8,276
+231
+3% +$10.4K 0.09% 85
2020
Q1 		$305K Buy
8,045
+2,705
+51% +$149K 0.1% 80
2019
Q4 		$373K Sell
5,340
-175
-3% -$12.1K 0.08% 100
2019
Q3 		$389K Sell
5,515
-1,740
-24% -$126K 0.08% 93
2019
Q2 		$556K Sell
7,255
-626
-8% -$48.5K 0.13% 79
2019
Q1 		$637K Sell
7,881
-1,796
-19% -$137K 0.13% 72
2018
Q4 		$660K Sell
9,677
-1,449
-13% -$114K 0.14% 70
2018
Q3 		$946K Sell
11,126
-915
-8% -$74.8K 0.23% 58
2018
Q2 		$996K Sell
12,041
-1,275
-10% -$102K 0.29% 53
2018
Q1 		$993K Sell
13,316
-2,403
-15% -$192K 0.26% 55
2017
Q4 		$1.31M Buy
15,719
+1,321
+9% +$109K 0.33% 54
2017
Q3 		$1.18M Sell
14,398
-2,256
-14% -$179K 0.33% 49
2017
Q2 		$1.34M Sell
16,654
-955
-5% -$78.1K 0.44% 35
2017
Q1 		$1.44M Sell
17,609
-1,511
-8% -$126K 0.49% 36
2016
Q4 		$1.73M Buy
+19,120
New +$1.67M 0.62% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barber Financial Group's XOM Position: Q1 2023 in Review

Barber Financial Group reduced its ExxonMobil (XOM) stake by 4.3% in Q1 2023, selling an estimated $41.1K and leaving 8,346 shares worth $915K. The position accounts for 0.16% of the portfolio, ranked #50.

Barber Financial Group first reported a position in XOM in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.73M in Q4 2016. 3,514 funds tracked by Wall St. Rank hold XOM as of Q1 2023.

  • Barber Financial Group held 8,346 shares of ExxonMobil worth $915K as of Q1 2023.
  • Barber Financial Group sold 372 ExxonMobil shares in Q1 2023, an estimated $41.1K.
  • ExxonMobil made up 0.16% of Barber Financial Group's portfolio in Q1 2023, its #50 holding.
  • Barber Financial Group first reported a position in ExxonMobil in Q4 2016 and has held it in 26 quarters since.
  • Barber Financial Group's ExxonMobil position peaked at $1.73M in Q4 2016.
  • 3,514 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.