JWM
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Janiczek Wealth Management’s ExxonMobil XOM Stock Holding History

Janiczek Wealth Management’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 		$2.03M Buy
17,658
+1,382
+8% +$161K 0.43% 27
2024
Q1 		$1.89M Sell
16,276
-386
-2% -$40.4K 0.4% 29
2023
Q4 		$1.67M Buy
16,662
+1,486
+10% +$156K 0.4% 28
2023
Q3 		$1.78M Buy
15,176
+4,354
+40% +$478K 0.47% 24
2023
Q2 		$1.16M Sell
10,822
-327
-3% -$35.7K 0.32% 31
2023
Q1 		$1.29M Sell
11,149
-195
-2% -$21.6K 0.37% 27
2022
Q4 		$1.28M Sell
11,344
-255
-2% -$27.3K 0.36% 31
2022
Q3 		$1.15M Buy
11,599
+840
+8% +$76.7K 0.37% 30
2022
Q2 		$1.04M Buy
10,759
+871
+9% +$78.6K 0.31% 32
2022
Q1 		$817K Buy
9,888
+546
+6% +$42.4K 0.23% 38
2021
Q4 		$572K Buy
9,342
+446
+5% +$27.9K 0.17% 48
2021
Q3 		$523K Sell
8,896
-211
-2% -$12K 0.18% 43
2021
Q2 		$574K Buy
9,107
+228
+3% +$13.6K 0.21% 37
2021
Q1 		$496K Buy
8,879
+638
+8% +$33.5K 0.2% 38
2020
Q4 		$340K Buy
8,241
+2,359
+40% +$88.4K 0.16% 39
2020
Q3 		$202K Buy
5,882
+3,785
+180% +$155K 0.11% 45
2020
Q2 		$94K Buy
2,097
+308
+17% +$13.8K 0.05% 58
2020
Q1 		$68K Hold
1,789
– – 0.04% 54
2019
Q4 		$125K Hold
1,789
– – 0.06% 51
2019
Q3 		$126K Hold
1,789
– – 0.06% 48
2019
Q2 		$137K Hold
1,789
– – 0.06% 44
2019
Q1 		$145K Sell
1,789
-2,783
-61% -$212K 0.07% 47
2018
Q4 		$312K Hold
4,572
– – 0.16% 30
2018
Q3 		$389K Hold
4,572
– – 0.2% 26
2018
Q2 		$378K Hold
4,572
– – 0.2% 28
2018
Q1 		$341K Hold
4,572
– – 0.19% 30
2017
Q4 		$382K Hold
4,572
– – 0.21% 24
2017
Q3 		$375K Hold
4,572
– – 0.21% 26
2017
Q2 		$369K Hold
4,572
– – 0.22% 25
2017
Q1 		$375K Hold
4,572
– – 0.21% 21
2016
Q4 		$413K Buy
+4,572
New +$400K 0.18% 17

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Janiczek Wealth Management's XOM Position: Q2 2024 in Review

Janiczek Wealth Management increased its ExxonMobil (XOM) stake by 8.5% in Q2 2024, buying an estimated $161K and bringing the position to 17,658 shares worth $2.03M. The position accounts for 0.43% of the portfolio, ranked #27.

Janiczek Wealth Management first reported a position in XOM in Q4 2016 and has held it in 31 quarters since. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

  • Janiczek Wealth Management held 17,658 shares of ExxonMobil worth $2.03M as of Q2 2024.
  • Janiczek Wealth Management bought 1,382 ExxonMobil shares in Q2 2024, an estimated $161K.
  • ExxonMobil made up 0.43% of Janiczek Wealth Management's portfolio in Q2 2024, its #27 holding.
  • Janiczek Wealth Management first reported a position in ExxonMobil in Q4 2016 and has held it in 31 quarters since.
  • 3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.