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Homrich & Berg’s ExxonMobil XOM Stock Holding History

Homrich & Berg’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 		$147K Buy
+2,500
New +$142K ﹤0.01% 465

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

Homrich & Berg's XOM Position: Q3 2021 in Review

Homrich & Berg increased its ExxonMobil (XOM) stake by 8% in Q3 2021, buying an estimated $204K and bringing the position to 48,192 shares worth $2.83M. The position accounts for 0.06% of the portfolio, ranked #120.

Homrich & Berg first reported a position in XOM in Q2 2013 and has held it in 34 quarters since. The position peaked at $4.54M in Q3 2018. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

  • Homrich & Berg held 48,192 shares of ExxonMobil worth $2.83M as of Q3 2021.
  • Homrich & Berg bought 3,572 ExxonMobil shares in Q3 2021, an estimated $204K.
  • ExxonMobil made up 0.06% of Homrich & Berg's portfolio in Q3 2021, its #120 holding.
  • Homrich & Berg first reported a position in ExxonMobil in Q2 2013 and has held it in 34 quarters since.
  • Homrich & Berg's ExxonMobil position peaked at $4.54M in Q3 2018.
  • 2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.