JOYN Advisors’s ExxonMobil XOM Stock Holding History

JOYN 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	$310K	Buy	8,158 +505	+7%	+$27.9K	0.1%	71
2019 Q4	$534K	Buy	7,653 +1,787	+30%	+$124K	0.11%	47
2019 Q3	$414K	Sell	5,866 -5,155	-47%	-$373K	0.09%	59
2019 Q2	$775K	Buy	11,021 +4,714	+75%	+$365K	0.17%	40
2019 Q1	$510K	Sell	6,307 -5,045	-44%	-$385K	0.12%	45
2018 Q4	$774K	Sell	11,352 -4,170	-27%	-$327K	0.18%	39
2018 Q3	$1.32M	Sell	15,522 -246	-2%	-$20.1K	0.25%	27
2018 Q2	$1.3M	Buy	15,768 +13,083	+487%	+$1.04M	0.28%	24
2018 Q1	$200K	Sell	2,685 -3,859	-59%	-$308K	0.04%	130
2017 Q4	$547K	Buy	+6,544	New	+$541K	0.12%	75

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 $544B AUM 28.31% 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

JOYN Advisors's XOM Position: Q1 2020 in Review

JOYN Advisors increased its ExxonMobil (XOM) stake by 6.6% in Q1 2020, buying an estimated $27.9K and bringing the position to 8,158 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #71.

JOYN Advisors first reported a position in XOM in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2018. 2,446 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

JOYN Advisors held 8,158 shares of ExxonMobil worth $310K as of Q1 2020.
JOYN Advisors bought 505 ExxonMobil shares in Q1 2020, an estimated $27.9K.
ExxonMobil made up 0.1% of JOYN Advisors's portfolio in Q1 2020, its #71 holding.
JOYN Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's ExxonMobil position peaked at $1.32M in Q3 2018.
2,446 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.