BG
XOM icon

Berry Group’s ExxonMobil XOM Stock Holding History

Berry 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
2020
Q4 		$1.59M Sell
38,492
-1,306
-3% -$49K 0.72% 33
2020
Q3 		$1.37M Sell
39,798
-252
-0.6% -$10.3K 0.73% 32
2020
Q2 		$1.79M Sell
40,050
-152
-0.4% -$6.82K 1.11% 27
2020
Q1 		$1.53M Sell
40,202
-17,259
-30% -$953K 1.15% 25
2019
Q4 		$4.01M Buy
+57,461
New +$3.97M 2.17% 15

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Berry Group's XOM Position: Q4 2020 in Review

Berry Group reduced its ExxonMobil (XOM) stake by 3.3% in Q4 2020, selling an estimated $49K and leaving 38,492 shares worth $1.59M. The position accounts for 0.72% of the portfolio, ranked #33.

Berry Group first reported a position in XOM in Q4 2019 and has held it in 5 quarters since. The position peaked at $4.01M in Q4 2019. 2,552 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

  • Berry Group held 38,492 shares of ExxonMobil worth $1.59M as of Q4 2020.
  • Berry Group sold 1,306 ExxonMobil shares in Q4 2020, an estimated $49K.
  • ExxonMobil made up 0.72% of Berry Group's portfolio in Q4 2020, its #33 holding.
  • Berry Group first reported a position in ExxonMobil in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's ExxonMobil position peaked at $4.01M in Q4 2019.
  • 2,552 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.