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Carmichael Hill & Associates’s ExxonMobil XOM Stock Holding History

Carmichael Hill & 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
2024
Q3 		– Hold
0
– – – 316
2024
Q2 		– Hold
0
– – – 294
2024
Q1 		– Hold
0
– – – 295
2023
Q4 		– Hold
0
– – – 322
2023
Q3 		– Hold
0
– – – 338
2023
Q2 		– Hold
0
– – – 400
2023
Q1 		– Hold
0
– – – 388
2022
Q4 		– Hold
0
– – – 538

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmichael Hill & Associates's XOM Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its ExxonMobil (XOM) stake by 4% in Q3 2024, selling an estimated $38.9K and leaving 8,028 shares worth $941K. The position accounts for 0.33% of the portfolio, ranked #64.

Carmichael Hill & Associates first reported a position in XOM in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.3M in Q3 2018. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Carmichael Hill & Associates held 8,028 shares of ExxonMobil worth $941K as of Q3 2024.
  • Carmichael Hill & Associates sold 337 ExxonMobil shares in Q3 2024, an estimated $38.9K.
  • ExxonMobil made up 0.33% of Carmichael Hill & Associates's portfolio in Q3 2024, its #64 holding.
  • Carmichael Hill & Associates first reported a position in ExxonMobil in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's ExxonMobil position peaked at $1.3M in Q3 2018.
  • 3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.