GBBWRPM
XOM icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s ExxonMobil XOM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$631K Sell
15,311
-2,676
-15% -$100K 0.16% 49
2020
Q3 		$618K Sell
17,987
-125
-0.7% -$5.11K 0.17% 47
2020
Q2 		$810K Sell
18,112
-1,008
-5% -$45.2K 0.24% 31
2020
Q1 		$726K Buy
19,120
+2,313
+14% +$128K 0.2% 37
2019
Q4 		$1.17M Sell
16,807
-506
-3% -$35K 0.27% 33
2019
Q3 		$1.22M Buy
17,313
+1,685
+11% +$122K 0.31% 27
2019
Q2 		$1.2M Sell
15,628
-936
-6% -$72.5K 0.32% 26
2019
Q1 		$1.34M Sell
16,564
-1,044
-6% -$79.6K 0.38% 23
2018
Q4 		$1.2M Buy
17,608
+6,384
+57% +$501K 0.39% 24
2018
Q3 		$954K Sell
11,224
-24
-0.2% -$1.96K 0.33% 28
2018
Q2 		$931K Sell
11,248
-243
-2% -$19.4K 0.34% 24
2018
Q1 		$857K Sell
11,491
-245
-2% -$19.6K 0.31% 23
2017
Q4 		$1.02M Buy
11,736
+392
+3% +$32.4K 2.68% 10
2017
Q3 		$929K Buy
11,344
+177
+2% +$14.1K 0.38% 19
2017
Q2 		$901K Sell
11,167
-595
-5% -$48.7K 0.36% 20
2017
Q1 		$965K Sell
11,762
-10,672
-48% -$892K 0.39% 18
2016
Q4 		$2.03M Buy
22,434
+11,159
+99% +$975K 0.55% 14
2016
Q3 		$984K Sell
11,275
-95
-0.8% -$8.43K 0.39% 15
2016
Q2 		$1.06M Buy
11,370
+883
+8% +$78.1K 0.43% 14
2016
Q1 		$876K Buy
10,487
+197
+2% +$15.8K 0.41% 19
2015
Q4 		$802K Buy
+10,290
New +$823K 0.39% 20

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's XOM Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its ExxonMobil (XOM) stake by 15% in Q4 2020, selling an estimated $100K and leaving 15,311 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #49.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in XOM in Q4 2015 and has held it in 21 quarters since. The position peaked at $2.03M in Q4 2016. 2,553 funds tracked by Wall St. Rank hold XOM as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 15,311 shares of ExxonMobil worth $631K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 2,676 ExxonMobil shares in Q4 2020, an estimated $100K.
  • ExxonMobil made up 0.16% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #49 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ExxonMobil in Q4 2015 and has held it in 21 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's ExxonMobil position peaked at $2.03M in Q4 2016.
  • 2,553 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.