IPG Investment Advisors’s ExxonMobil XOM Stock Holding History

IPG Investment 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 Q2	–	Sell	-5,150	Closed	-$599K	–	202
2024 Q1	$599K	Sell	5,150 -500	-9%	-$52.3K	0.13%	90
2023 Q4	$565K	Buy	+5,650	New	+$594K	0.11%	107
2022 Q1	–	Sell	-8,386	Closed	-$514K	–	229
2021 Q4	$514K	Sell	8,386 -31,643	-79%	-$1.98M	0.09%	113
2021 Q3	$2.35M	Buy	40,029 +7,195	+22%	+$410K	0.74%	27
2021 Q2	$2.07M	Buy	32,834 +11,517	+54%	+$688K	0.61%	28
2021 Q1	$1.19M	Sell	21,317 -228	-1%	-$12K	0.23%	73
2020 Q4	$888K	Buy	21,545 +866	+4%	+$32.5K	0.21%	66
2020 Q3	$710K	Hold	20,679	–	–	0.2%	71
2020 Q2	$925K	Sell	20,679 -2,728	-12%	-$122K	0.31%	54
2020 Q1	$889K	Buy	23,407 +320	+1%	+$17.7K	0.37%	48
2019 Q4	$1.61M	Buy	+23,087	New	+$1.6M	0.51%	42
2019 Q1	–	Sell	-3,000	Closed	-$205K	–	171
2018 Q4	$205K	Sell	3,000 -1,000	-25%	-$78.5K	0.08%	131
2018 Q3	$340K	Hold	4,000	–	–	0.11%	116
2018 Q2	$331K	Buy	+4,000	New	+$319K	0.12%	103
2016 Q3	–	Sell	-17,240	Closed	-$1.62M	–	139
2016 Q2	$1.62M	Buy	17,240 +14,700	+579%	+$1.3M	0.67%	37
2016 Q1	$212K	Sell	2,540 -2,700	-52%	-$216K	0.1%	94
2015 Q4	$408K	Buy	+5,240	New	+$419K	0.19%	72

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

IPG Investment Advisors's XOM Position: Q2 2024 in Review

IPG Investment Advisors sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 5,150 shares — an estimated $599K sold.

IPG Investment Advisors first reported a position in XOM in Q4 2015 and held it in 17 quarters. The position peaked at $2.35M in Q3 2021. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

IPG Investment Advisors reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
IPG Investment Advisors sold 5,150 ExxonMobil shares in Q2 2024, an estimated $599K.
IPG Investment Advisors first reported a position in ExxonMobil in Q4 2015 and held it in 17 quarters.
IPG Investment Advisors's ExxonMobil position peaked at $2.35M in Q3 2021.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on IPG Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.