First National Bank of South Miami’s ExxonMobil XOM Stock Holding History

First National Bank of South Miami’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
2023 Q2	$1.74M	Sell	16,218 -533	-3%	-$58.2K	1.4%	15
2023 Q1	$1.84M	Sell	16,751 -810	-5%	-$89.6K	1.46%	14
2022 Q4	$1.94M	Sell	17,561 -26	-0.1%	-$2.79K	1.45%	13
2022 Q3	$1.53M	Sell	17,587 -1,711	-9%	-$156K	1.19%	16
2022 Q2	$1.65M	Buy	19,298 +8,733	+83%	+$788K	1.13%	17
2022 Q1	$873K	Sell	10,565 -553	-5%	-$43K	0.53%	50
2021 Q4	$681K	Buy	11,118 +323	+3%	+$20.2K	0.41%	61
2021 Q3	$635K	Sell	10,795 -37	-0.3%	-$2.11K	0.43%	61
2021 Q2	$683K	Sell	10,832 -896	-8%	-$53.5K	0.47%	58
2021 Q1	$655K	Sell	11,728 -283	-2%	-$14.8K	0.5%	54
2020 Q4	$495K	Sell	12,011 -164	-1%	-$6.15K	0.43%	62
2020 Q3	$418K	Sell	12,175 -2,393	-16%	-$97.8K	0.4%	64
2020 Q2	$651K	Sell	14,568 -2,745	-16%	-$123K	0.7%	38
2020 Q1	$657K	Sell	17,313 -223	-1%	-$12.3K	0.83%	35
2019 Q4	$1.22M	Sell	17,536 -12,584	-42%	-$870K	1.21%	19
2019 Q3	$2.06M	Sell	30,120 -1,100	-4%	-$79.5K	1.97%	8
2019 Q2	$2.32M	Sell	31,220 -197	-0.6%	-$15.3K	2.17%	8
2019 Q1	$2.54M	Sell	31,417 -410	-1%	-$31.3K	2.43%	7
2018 Q4	$2.33M	Buy	+31,827	New	+$2.5M	2.28%	6

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First National Bank of South Miami's XOM Position: Q2 2023 in Review

First National Bank of South Miami reduced its ExxonMobil (XOM) stake by 3.2% in Q2 2023, selling an estimated $58.2K and leaving 16,218 shares worth $1.74M. The position accounts for 1.4% of the portfolio, ranked #15.

First National Bank of South Miami first reported a position in XOM in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.54M in Q1 2019. 3,530 funds tracked by Wall St. Rank hold XOM as of Q2 2023.

First National Bank of South Miami held 16,218 shares of ExxonMobil worth $1.74M as of Q2 2023.
First National Bank of South Miami sold 533 ExxonMobil shares in Q2 2023, an estimated $58.2K.
ExxonMobil made up 1.4% of First National Bank of South Miami's portfolio in Q2 2023, its #15 holding.
First National Bank of South Miami first reported a position in ExxonMobil in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's ExxonMobil position peaked at $2.54M in Q1 2019.
3,530 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.