SPIS
XOM icon

Steward Partners Investment Solutions’s ExxonMobil XOM Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.81M Buy
15,529
+722
+5% +$75.5K 0.3% 72
2023
Q4 		$1.48M Buy
+14,807
New +$1.56M 0.62% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Steward Partners Investment Solutions's XOM Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its ExxonMobil (XOM) stake by 4.9% in Q1 2024, buying an estimated $75.5K and bringing the position to 15,529 shares worth $1.81M. The position accounts for 0.3% of the portfolio, ranked #72.

Steward Partners Investment Solutions first reported a position in XOM in Q4 2023 and has held it in 2 quarters since. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

  • Steward Partners Investment Solutions held 15,529 shares of ExxonMobil worth $1.81M as of Q1 2024.
  • Steward Partners Investment Solutions bought 722 ExxonMobil shares in Q1 2024, an estimated $75.5K.
  • ExxonMobil made up 0.3% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #72 holding.
  • Steward Partners Investment Solutions first reported a position in ExxonMobil in Q4 2023 and has held it in 2 quarters since.
  • 3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.