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Raymond James & Associates’s ExxonMobil XOM Stock Holding History

Raymond James & 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
2023
Q1 		– Sell
-11,200
Closed -$465K – 4105
2022
Q4 		$465K Sell
11,200
-2,500
-18% -$268K ﹤0.01% 2948
2022
Q3 		$269K Hold
13,700
– – ﹤0.01% 3253
2022
Q2 		$249K Sell
13,700
-12,000
-47% -$1.08M ﹤0.01% 3359
2022
Q1 		$324K Buy
25,700
+12,300
+92% +$956K ﹤0.01% 3368
2021
Q4 		$2K Sell
13,400
-600
-4% -$37.5K ﹤0.01% 4117
2021
Q3 		$8K Sell
14,000
-2,500
-15% -$142K ﹤0.01% 4065
2021
Q2 		$6K Buy
16,500
+4,800
+41% +$287K ﹤0.01% 4049
2021
Q1 		$1K Buy
+11,700
New +$613K ﹤0.01% 3987
2020
Q3 		– Sell
-12,100
Closed -$13K – 3708
2020
Q2 		$13K Buy
+12,100
New +$543K ﹤0.01% 3470
2019
Q3 		– Sell
-12,400
Closed -$9K – 3730
2019
Q2 		$9K Buy
+12,400
New +$960K ﹤0.01% 3594
2018
Q4 		– Sell
-50,300
Closed -$72K – 3716
2018
Q3 		$72K Buy
50,300
+19,500
+63% +$1.59M ﹤0.01% 3471
2018
Q2 		$24K Buy
30,800
+16,300
+112% +$1.3M ﹤0.01% 3491
2018
Q1 		$1K Sell
14,500
-34,300
-70% -$2.74M ﹤0.01% 3458
2017
Q4 		$18K Buy
48,800
+22,200
+83% +$1.84M ﹤0.01% 3352
2017
Q3 		$18K Sell
26,600
-5,100
-16% -$405K ﹤0.01% 3323
2017
Q2 		$8K Buy
31,700
+4,400
+16% +$360K ﹤0.01% 3303
2017
Q1 		$13K Buy
27,300
+10,700
+64% +$894K ﹤0.01% 3230
2016
Q4 		$8K Sell
16,600
-12,500
-43% -$1.09M ﹤0.01% 3199
2016
Q3 		$11K Buy
29,100
+13,600
+88% +$1.21M ﹤0.01% 3166
2016
Q2 		$43K Buy
+15,500
New +$1.37M ﹤0.01% 2885

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

Raymond James & Associates's XOM Position: Q3 2024 in Review

Raymond James & Associates increased its ExxonMobil (XOM) stake by 15% in Q3 2024, buying an estimated $73.8M and bringing the position to 4,815,002 shares worth $564M. The position accounts for 0.34% of the portfolio, ranked #54.

Raymond James & Associates first reported a position in XOM in Q2 2013 and has held it in 46 quarters since. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

  • Raymond James & Associates held 4,815,002 shares of ExxonMobil worth $564M as of Q3 2024.
  • Raymond James & Associates bought 638,822 ExxonMobil shares in Q3 2024, an estimated $73.8M.
  • ExxonMobil made up 0.34% of Raymond James & Associates's portfolio in Q3 2024, its #54 holding.
  • Raymond James & Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 46 quarters since.
  • 3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.