BBJS Financial Advisors’s ExxonMobil XOM Stock Holding History

BBJS 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
2024 Q3	$223K	Hold	1,900	–	–	0.08%	47
2024 Q2	$219K	Hold	1,900	–	–	0.08%	44
2024 Q1	$221K	Hold	1,900	–	–	0.08%	49
2023 Q4	$190K	Hold	1,900	–	–	0.07%	51
2023 Q3	$223K	Hold	1,900	–	–	0.08%	50
2023 Q2	$204K	Hold	1,900	–	–	0.08%	52
2023 Q1	$208K	Hold	1,900	–	–	0.08%	52
2022 Q4	$210K	Buy	+1,900	New	+$204K	0.09%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BBJS Financial Advisors's XOM Position: Q3 2024 in Review

BBJS Financial Advisors held its ExxonMobil (XOM) position steady in Q3 2024 at 1,900 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #47.

BBJS Financial Advisors first reported a position in XOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $223K in Q3 2023. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

BBJS Financial Advisors held 1,900 shares of ExxonMobil worth $223K as of Q3 2024.
BBJS Financial Advisors left its ExxonMobil share count unchanged in Q3 2024.
ExxonMobil made up 0.08% of BBJS Financial Advisors's portfolio in Q3 2024, its #47 holding.
BBJS Financial Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's ExxonMobil position peaked at $223K in Q3 2023.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.