Financial Architects (New Jersey)’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.38M | Buy |
12,909
+746
| +6% | +$81.4K | 0.21% | 106 |
|
|
2023
Q1 | $1.33M | Sell |
12,163
-2,080
| -15% | -$230K | 0.21% | 112 |
|
|
2022
Q4 | $1.57M | Buy |
14,243
+464
| +3% | +$49.7K | 0.26% | 92 |
|
|
2022
Q3 | $1.2M | Buy |
+13,779
| New | +$1.26M | 0.21% | 113 |
|
|
2022
Q2 | – | Sell |
-15,852
| Closed | -$1.31M | – | 315 |
|
|
2022
Q1 | $1.31M | Sell |
15,852
-1,445
| -8% | -$112K | 0.19% | 121 |
|
|
2021
Q4 | $1.06M | Sell |
17,297
-3,272
| -16% | -$204K | 0.14% | 144 |
|
|
2021
Q3 | $1.21M | Sell |
20,569
-9,996
| -33% | -$570K | 0.18% | 123 |
|
|
2021
Q2 | $1.93M | Buy |
30,565
+5,492
| +22% | +$328K | 0.28% | 85 |
|
|
2021
Q1 | $1.4M | Buy |
25,073
+936
| +4% | +$49.1K | 0.22% | 101 |
|
|
2020
Q4 | $995K | Buy |
24,137
+8,573
| +55% | +$321K | 0.18% | 117 |
|
|
2020
Q3 | $534K | Sell |
15,564
-646
| -4% | -$26.4K | 0.12% | 143 |
|
|
2020
Q2 | $725K | Sell |
16,210
-3,406
| -17% | -$153K | 0.17% | 116 |
|
|
2020
Q1 | $745K | Sell |
19,616
-981
| -5% | -$54.2K | 0.2% | 97 |
|
|
2019
Q4 | $1.44M | Sell |
20,597
-1,799
| -8% | -$124K | 0.31% | 71 |
|
|
2019
Q3 | $1.58M | Sell |
22,396
-572
| -2% | -$41.4K | 0.37% | 61 |
|
|
2019
Q2 | $1.76M | Sell |
22,968
-1,789
| -7% | -$138K | 0.33% | 63 |
|
|
2019
Q1 | $2M | Sell |
24,757
-2,320
| -9% | -$177K | 0.34% | 54 |
|
|
2018
Q4 | $1.85M | Sell |
27,077
-2,793
| -9% | -$219K | 0.35% | 54 |
|
|
2018
Q3 | $2.54M | Sell |
29,870
-536
| -2% | -$43.8K | 0.41% | 43 |
|
|
2018
Q2 | $2.52M | Sell |
30,406
-256
| -0.8% | -$20.4K | 0.45% | 41 |
|
|
2018
Q1 | $2.29M | Sell |
30,662
-677
| -2% | -$54.1K | 0.45% | 40 |
|
|
2017
Q4 | $2.62M | Sell |
31,339
-5,265
| -14% | -$435K | 0.44% | 40 |
|
|
2017
Q3 | $3M | Sell |
36,604
-2,378
| -6% | -$189K | 0.53% | 37 |
|
|
2017
Q2 | $3.15M | Sell |
38,982
-774
| -2% | -$63.3K | 0.56% | 37 |
|
|
2017
Q1 | $3.26M | Buy |
39,756
+2,195
| +6% | +$183K | 0.58% | 35 |
|
|
2016
Q4 | $3.39M | Sell |
37,561
-911
| -2% | -$79.6K | 0.8% | 27 |
|
|
2016
Q3 | $3.36M | Sell |
38,472
-90
| -0.2% | -$7.99K | 0.9% | 23 |
|
|
2016
Q2 | $3.62M | Buy |
38,562
+2,430
| +7% | +$215K | 1.02% | 24 |
|
|
2016
Q1 | $3.02M | Buy |
36,132
+956
| +3% | +$76.6K | 1.08% | 18 |
|
|
2015
Q4 | $2.74M | Sell |
35,176
-2,679
| -7% | -$214K | 1.1% | 20 |
|
|
2015
Q3 | $2.81M | Buy |
37,855
+2,667
| +8% | +$205K | 1.19% | 21 |
|
|
2015
Q2 | $2.93M | Sell |
35,188
-626
| -2% | -$53.8K | 1.05% | 20 |
|
|
2015
Q1 | $3.04M | Buy |
35,814
+3,256
| +10% | +$289K | 1.18% | 16 |
|
|
2014
Q4 | $3.01M | Buy |
32,558
+1,109
| +4% | +$103K | 1.31% | 15 |
|
|
2014
Q3 | $2.96M | Buy |
31,449
+171
| +0.5% | +$17K | 1.45% | 13 |
|
|
2014
Q2 | $3.15M | Sell |
31,278
-1,180
| -4% | -$119K | 1.52% | 12 |
|
|
2014
Q1 | $3.17M | Sell |
32,458
-2,202
| -6% | -$210K | 1.9% | 12 |
|
|
2013
Q4 | $3.51M | Buy |
34,660
+16,152
| +87% | +$1.49M | 2.05% | 12 |
|
|
2013
Q3 | $1.6M | Buy |
18,508
+175
| +1% | +$15.8K | 1.03% | 20 |
|
|
2013
Q2 | $1.66M | Buy |
+18,333
| New | +$1.65M | 1.22% | 16 |
|
Other funds holding XOM
Financial Architects (New Jersey)'s XOM Position: Q2 2023 in Review
Financial Architects (New Jersey) increased its ExxonMobil (XOM) stake by 6.1% in Q2 2023, buying an estimated $81.4K and bringing the position to 12,909 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #106.
Financial Architects (New Jersey) first reported a position in XOM in Q2 2013 and has held it in 40 quarters since. The position peaked at $3.62M in Q2 2016. 3,529 funds tracked by Wall St. Rank hold XOM as of Q2 2023.
- Financial Architects (New Jersey) held 12,909 shares of ExxonMobil worth $1.38M as of Q2 2023.
- Financial Architects (New Jersey) bought 746 ExxonMobil shares in Q2 2023, an estimated $81.4K.
- ExxonMobil made up 0.21% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #106 holding.
- Financial Architects (New Jersey) first reported a position in ExxonMobil in Q2 2013 and has held it in 40 quarters since.
- Financial Architects (New Jersey)'s ExxonMobil position peaked at $3.62M in Q2 2016.
- 3,529 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.