IWP
XOM icon

Icon Wealth Partners’s ExxonMobil XOM Stock Holding History

Icon Wealth Partners’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
Q3 		$17M Sell
144,291
-1,974
-1% -$217K 1.93% 10
2023
Q2 		$15.7M Sell
146,265
-3,709
-2% -$405K 1.66% 13
2023
Q1 		$16.4M Buy
+149,974
New +$16.6M 1.79% 11
2022
Q2 		$12.3M Sell
143,816
-52,417
-27% -$4.73M 1.47% 12
2022
Q1 		$16.2M Buy
196,233
+12,680
+7% +$986K 1.61% 10
2021
Q4 		$11.2M Buy
183,553
+7,323
+4% +$458K 1.13% 15
2021
Q3 		$10.4M Buy
176,230
+3,474
+2% +$198K 1.09% 16
2021
Q2 		$10.9M Buy
172,756
+10,978
+7% +$655K 1.17% 15
2021
Q1 		$9.03M Buy
161,778
+12,787
+9% +$670K 1.13% 14
2020
Q4 		$6.14M Buy
148,991
+7,913
+6% +$297K 0.97% 16
2020
Q3 		$4.84M Buy
141,078
+65,801
+87% +$2.69M 0.94% 19
2020
Q2 		$3.37M Buy
75,277
+22,422
+42% +$1.01M 0.82% 25
2020
Q1 		$2.01M Buy
52,855
+26,515
+101% +$1.46M 0.79% 24
2019
Q4 		$1.84M Sell
26,340
-900
-3% -$62.2K 0.58% 29
2019
Q3 		$1.92M Sell
27,240
-217
-0.8% -$15.7K 0.66% 27
2019
Q2 		$2.1M Buy
27,457
+2,187
+9% +$169K 0.74% 26
2019
Q1 		$2.04M Sell
25,270
-163
-0.6% -$12.4K 0.76% 26
2018
Q4 		$1.73M Sell
25,433
-444
-2% -$34.8K 0.84% 26
2018
Q3 		$2.2M Sell
25,877
-8,134
-24% -$665K 0.92% 21
2018
Q2 		$2.81M Sell
34,011
-193
-0.6% -$15.4K 1.18% 14
2018
Q1 		$2.55M Buy
34,204
+5,548
+19% +$443K 1.37% 15
2017
Q4 		$2.4M Buy
+28,656
New +$2.37M 1.19% 13

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's XOM Position: Q3 2023 in Review

Icon Wealth Partners reduced its ExxonMobil (XOM) stake by 1.3% in Q3 2023, selling an estimated $217K and leaving 144,291 shares worth $17M. The position accounts for 1.93% of the portfolio, ranked #10.

Icon Wealth Partners first reported a position in XOM in Q4 2017 and has held it in 22 quarters since. 3,575 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

  • Icon Wealth Partners held 144,291 shares of ExxonMobil worth $17M as of Q3 2023.
  • Icon Wealth Partners sold 1,974 ExxonMobil shares in Q3 2023, an estimated $217K.
  • ExxonMobil made up 1.93% of Icon Wealth Partners's portfolio in Q3 2023, its #10 holding.
  • Icon Wealth Partners first reported a position in ExxonMobil in Q4 2017 and has held it in 22 quarters since.
  • 3,575 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.