SpiderRock Advisors’s ExxonMobil XOM Stock Holding History

SpiderRock 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	$11.5M	Buy	98,300 +41,700	+74%	+$4.81M	0.18%	84
2024 Q2	$6.52M	Buy	56,600 +14,700	+35%	+$1.71M	0.13%	108
2024 Q1	$4.71M	Buy	+41,900	New	+$4.38M	0.12%	139
2023 Q4	–	Hold	0	–	–	–	35
2023 Q3	–	Hold	0	–	–	–	8
2023 Q2	–	Hold	0	–	–	–	7
2023 Q1	–	Hold	0	–	–	–	7
2022 Q4	–	Hold	0	–	–	–	8
2022 Q3	–	Hold	0	–	–	–	9
2022 Q2	–	Hold	0	–	–	–	86
2022 Q1	–	Hold	0	–	–	–	12
2021 Q4	–	Hold	0	–	–	–	15
2021 Q2	–	Hold	0	–	-$192K	–	190
2021 Q1	–	Hold	0	–	–	–	115
2020 Q4	–	Hold	0	–	–	–	98
2020 Q3	–	Hold	0	–	–	–	35
2020 Q2	–	Hold	0	–	–	–	15
2020 Q1	–	Hold	0	–	–	–	5
2019 Q4	–	Hold	0	–	–	–	9
2019 Q3	–	Hold	0	–	–	–	8
2019 Q2	–	Hold	0	–	–	–	34
2019 Q1	–	Hold	0	–	–	–	38
2018 Q4	–	Hold	0	–	–	–	17
2018 Q3	–	Hold	0	–	–	–	35
2018 Q2	–	Hold	0	–	–	–	13
2017 Q4	–	Hold	0	–	-$56K	–	436
2017 Q3	–	Hold	0	–	–	–	199
2017 Q2	–	Hold	0	–	–	–	767
2017 Q1	–	Hold	0	–	–	–	680

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

SpiderRock Advisors's XOM Position: Q3 2024 in Review

SpiderRock Advisors increased its ExxonMobil (XOM) stake by 11% in Q3 2024, buying an estimated $6.26M and bringing the position to 533,357 shares worth $62.5M. The position accounts for 0.99% of the portfolio, ranked #16.

SpiderRock Advisors first reported a position in XOM in Q1 2024 and has held it in 3 quarters since. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

SpiderRock Advisors held 533,357 shares of ExxonMobil worth $62.5M as of Q3 2024.
SpiderRock Advisors bought 54,199 ExxonMobil shares in Q3 2024, an estimated $6.26M.
ExxonMobil made up 0.99% of SpiderRock Advisors's portfolio in Q3 2024, its #16 holding.
SpiderRock Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 3 quarters since.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.