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Greystone Financial Group’s ExxonMobil XOM Stock Holding History

Greystone 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
2021
Q3 		– Sell
-7,370
Closed -$465K – 94
2021
Q2 		$465K Hold
7,370
– – 0.12% 81
2021
Q1 		$447K Buy
7,370
+1,700
+30% +$89.1K 0.11% 80
2020
Q4 		$295K Buy
+5,670
New +$213K 0.08% 87

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Greystone Financial Group's XOM Position: Q3 2021 in Review

Greystone Financial Group sold out of ExxonMobil (XOM) in Q3 2021, closing a stake of 7,370 shares — an estimated $465K sold.

Greystone Financial Group first reported a position in XOM in Q4 2020 and held it in 3 quarters. The position peaked at $465K in Q2 2021. 2,723 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

  • Greystone Financial Group reported no remaining ExxonMobil position as of Q3 2021 after selling out during the quarter.
  • Greystone Financial Group sold 7,370 ExxonMobil shares in Q3 2021, an estimated $465K.
  • Greystone Financial Group first reported a position in ExxonMobil in Q4 2020 and held it in 3 quarters.
  • Greystone Financial Group's ExxonMobil position peaked at $465K in Q2 2021.
  • 2,723 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Greystone Financial Group's 13F filing for Q3 2021, filed 3 Nov 2021.