Huber Financial Advisors’s ExxonMobil XOM Stock Holding History

Huber Financial 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
2020 Q1	$277K	Buy	7,300 +309	+4%	+$17.1K	0.1%	89
2019 Q4	$488K	Buy	6,991 +16	+0.2%	+$1.11K	0.17%	75
2019 Q3	$492K	Buy	6,975 +280	+4%	+$20.2K	0.19%	65
2019 Q2	$513K	Sell	6,695 -984	-13%	-$76.2K	0.22%	59
2019 Q1	$620K	Buy	7,679 +1,014	+15%	+$77.3K	0.3%	48
2018 Q4	$455K	Buy	6,665 +65	+1%	+$5.1K	0.25%	55
2018 Q3	$561K	Buy	6,600 +364	+6%	+$29.8K	0.43%	43
2018 Q2	$515K	Buy	6,236 +12	+0.2%	+$956	0.47%	40
2018 Q1	$464K	Sell	6,224 -294	-5%	-$23.5K	0.46%	42
2017 Q4	$545K	Buy	+6,518	New	+$539K	0.6%	32

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Huber Financial Advisors's XOM Position: Q1 2020 in Review

Huber Financial Advisors increased its ExxonMobil (XOM) stake by 4.4% in Q1 2020, buying an estimated $17.1K and bringing the position to 7,300 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #89.

Huber Financial Advisors first reported a position in XOM in Q4 2017 and has held it in 10 quarters since. The position peaked at $620K in Q1 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

Huber Financial Advisors held 7,300 shares of ExxonMobil worth $277K as of Q1 2020.
Huber Financial Advisors bought 309 ExxonMobil shares in Q1 2020, an estimated $17.1K.
ExxonMobil made up 0.1% of Huber Financial Advisors's portfolio in Q1 2020, its #89 holding.
Huber Financial Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's ExxonMobil position peaked at $620K in Q1 2019.
2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.