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Financial Architects (New Jersey)’s ExxonMobil XOM Stock Holding History

Financial Architects (New Jersey)’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
2017
Q3 		– Sell
-2,000
Closed -$161K – 1620
2017
Q2 		$161K Buy
+2,000
New +$164K 0.03% 365

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.