Unified Trust Company’s ExxonMobil XOM Stock Holding History

Unified Trust Company’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	$300K	Buy	5,097 +16	+0.3%	+$912	0.09%	69
2021 Q2	$321K	Hold	5,081	–	–	0.1%	67
2021 Q1	$283K	Sell	5,081 -1,125	-18%	-$59K	0.09%	67
2020 Q4	$303K	Sell	6,206 -31,565	-84%	-$1.18M	0.18%	49
2020 Q3	$1.3M	Sell	37,771 -523	-1%	-$21.4K	0.92%	33
2020 Q2	$1.71M	Sell	38,294 -3,617	-9%	-$162K	1.29%	33
2020 Q1	$1.59M	Sell	41,911 -174	-0.4%	-$9.61K	1.06%	34
2019 Q4	$2.94M	Sell	42,085 -410	-1%	-$28.4K	1.82%	29
2019 Q3	$3M	Sell	42,495 -5,509	-11%	-$398K	2.01%	27
2019 Q2	$3.68M	Buy	48,004 +884	+2%	+$68.4K	2.56%	14
2019 Q1	$3.81M	Buy	47,120 +12,837	+37%	+$979K	2.85%	12
2018 Q4	$2.34M	Buy	+34,283	New	+$2.69M	2.13%	25

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Unified Trust Company's XOM Position: Q3 2021 in Review

Unified Trust Company increased its ExxonMobil (XOM) stake by 0.31% in Q3 2021, buying an estimated $912 and bringing the position to 5,097 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #69.

Unified Trust Company first reported a position in XOM in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.81M in Q1 2019. 2,722 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

Unified Trust Company held 5,097 shares of ExxonMobil worth $300K as of Q3 2021.
Unified Trust Company bought 16 ExxonMobil shares in Q3 2021, an estimated $912.
ExxonMobil made up 0.09% of Unified Trust Company's portfolio in Q3 2021, its #69 holding.
Unified Trust Company first reported a position in ExxonMobil in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's ExxonMobil position peaked at $3.81M in Q1 2019.
2,722 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.