Secrest Blakey & Associates’s ExxonMobil XOM Stock Holding History

Secrest Blakey & Associates’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 Q3	$516K	Buy	15,044 +1,299	+9%	+$53.1K	1.18%	31
2020 Q2	$615K	Buy	13,745 +62	+0.5%	+$2.78K	1.48%	26
2020 Q1	$520K	Buy	13,683 +3,537	+35%	+$195K	1.42%	28
2019 Q4	$708K	Sell	10,146 -234	-2%	-$16.2K	1.56%	27
2019 Q3	$733K	Buy	10,380 +60	+0.6%	+$4.34K	0.61%	45
2019 Q2	$791K	Buy	10,320 +306	+3%	+$23.7K	0.69%	43
2019 Q1	$809K	Buy	10,014 +695	+7%	+$53K	0.79%	40
2018 Q4	$635K	Buy	9,319 +1,139	+14%	+$89.4K	0.53%	54
2018 Q3	$695K	Sell	8,180 -126	-2%	-$10.3K	0.54%	53
2018 Q2	$687K	Buy	8,306 +27	+0.3%	+$2.15K	0.54%	55
2018 Q1	$618K	Sell	8,279 -28	-0.3%	-$2.24K	0.53%	54
2017 Q4	$695K	Buy	+8,307	New	+$687K	0.56%	50

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Secrest Blakey & Associates's XOM Position: Q3 2020 in Review

Secrest Blakey & Associates increased its ExxonMobil (XOM) stake by 9.5% in Q3 2020, buying an estimated $53.1K and bringing the position to 15,044 shares worth $516K. The position accounts for 1.18% of the portfolio, ranked #31.

Secrest Blakey & Associates first reported a position in XOM in Q4 2017 and has held it in 12 quarters since. The position peaked at $809K in Q1 2019. 2,296 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Secrest Blakey & Associates held 15,044 shares of ExxonMobil worth $516K as of Q3 2020.
Secrest Blakey & Associates bought 1,299 ExxonMobil shares in Q3 2020, an estimated $53.1K.
ExxonMobil made up 1.18% of Secrest Blakey & Associates's portfolio in Q3 2020, its #31 holding.
Secrest Blakey & Associates first reported a position in ExxonMobil in Q4 2017 and has held it in 12 quarters since.
Secrest Blakey & Associates's ExxonMobil position peaked at $809K in Q1 2019.
2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.