Kayne Anderson Capital Advisors’s ExxonMobil XOM Stock Holding History

Kayne Anderson Capital 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	–	Sell	-571,173	Closed	-$65.8M	–	58
2024 Q2	$65.8M	Buy	571,173 +27,892	+5%	+$3.25M	1.77%	16
2024 Q1	$63.2M	Buy	543,281 +94,081	+21%	+$9.84M	1.78%	15
2023 Q4	$44.9M	Buy	449,200 +114,100	+34%	+$12M	1.4%	21
2023 Q3	$39.4M	Buy	335,100 +170,200	+103%	+$18.7M	1.22%	21
2023 Q2	$17.7M	Buy	+164,900	New	+$18M	0.53%	31

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

Kayne Anderson Capital Advisors's XOM Position: Q3 2024 in Review

Kayne Anderson Capital Advisors sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 571,173 shares — an estimated $65.8M sold.

Kayne Anderson Capital Advisors first reported a position in XOM in Q2 2023 and held it in 5 quarters. The position peaked at $65.8M in Q2 2024. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Kayne Anderson Capital Advisors reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Kayne Anderson Capital Advisors sold 571,173 ExxonMobil shares in Q3 2024, an estimated $65.8M.
Kayne Anderson Capital Advisors first reported a position in ExxonMobil in Q2 2023 and held it in 5 quarters.
Kayne Anderson Capital Advisors's ExxonMobil position peaked at $65.8M in Q2 2024.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Kayne Anderson Capital Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.