Berman Capital Advisors’s ExxonMobil XOM Stock Holding History

Berman Capital Advisors’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
2021 Q3	$670K	Buy	11,408 +2,428	+27%	+$138K	0.11%	105
2021 Q2	$565K	Buy	8,980 +2,928	+48%	+$175K	0.09%	106
2021 Q1	$337K	Buy	6,052 +3,211	+113%	+$168K	0.07%	133
2020 Q4	$117K	Sell	2,841 -11,249	-80%	-$422K	0.03%	231
2020 Q3	$482K	Buy	14,090 +924	+7%	+$37.8K	0.14%	73
2020 Q2	$587K	Sell	13,166 -5,656	-30%	-$254K	0.15%	62
2020 Q1	$713K	Buy	18,822 +14,368	+323%	+$793K	0.23%	54
2019 Q4	$310K	Sell	4,454 -199	-4%	-$13.8K	0.09%	104
2019 Q3	$328K	Sell	4,653 -894	-16%	-$64.6K	0.1%	92
2019 Q2	$425K	Sell	5,547 -5,230	-49%	-$405K	0.14%	73
2019 Q1	$870K	Buy	10,777 +833	+8%	+$63.5K	0.29%	40
2018 Q4	$677K	Sell	9,944 -4,342	-30%	-$341K	0.27%	41
2018 Q3	$1.21M	Sell	14,286 -460	-3%	-$37.6K	0.51%	25
2018 Q2	$1.22M	Buy	14,746 +1,490	+11%	+$119K	0.42%	31
2018 Q1	$989K	Sell	13,256 -587	-4%	-$46.9K	0.38%	39
2017 Q4	$1.16M	Buy	+13,843	New	+$1.14M	0.38%	39

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Berman Capital Advisors's XOM Position: Q3 2021 in Review

Berman Capital Advisors increased its ExxonMobil (XOM) stake by 27% in Q3 2021, buying an estimated $138K and bringing the position to 11,408 shares worth $670K. The position accounts for 0.11% of the portfolio, ranked #105.

Berman Capital Advisors first reported a position in XOM in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2018. 2,723 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Berman Capital Advisors held 11,408 shares of ExxonMobil worth $670K as of Q3 2021.
Berman Capital Advisors bought 2,428 ExxonMobil shares in Q3 2021, an estimated $138K.
ExxonMobil made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #105 holding.
Berman Capital Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's ExxonMobil position peaked at $1.22M in Q2 2018.
2,723 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.