JP Morgan Private Wealth Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $296M | Buy |
+2,513,311
| New | +$276M | 0.84% | 21 |
|
|
2023
Q2 | – | Sell |
-3,494,371
| Closed | -$383M | – | 1931 |
|
|
2023
Q1 | $383M | Sell |
3,494,371
-63,625
| -2% | -$7.04M | 0.81% | 20 |
|
|
2022
Q4 | $392M | Sell |
3,557,996
-67,359
| -2% | -$7.22M | 0.88% | 20 |
|
|
2022
Q3 | $317M | Buy |
3,625,355
+201,326
| +6% | +$18.4M | 0.83% | 19 |
|
|
2022
Q2 | $293M | Buy |
3,424,029
+244,186
| +8% | +$22M | 0.75% | 22 |
|
|
2022
Q1 | $263M | Buy |
3,179,843
+9,085
| +0.3% | +$706K | 0.57% | 36 |
|
|
2021
Q4 | $194M | Buy |
3,170,758
+60,513
| +2% | +$3.78M | 0.42% | 60 |
|
|
2021
Q3 | $183M | Buy |
3,110,245
+215,443
| +7% | +$12.3M | 0.45% | 51 |
|
|
2021
Q2 | $183M | Buy |
2,894,802
+247,811
| +9% | +$14.8M | 0.47% | 46 |
|
|
2021
Q1 | $148M | Buy |
2,646,991
+416,646
| +19% | +$21.8M | 0.48% | 50 |
|
|
2020
Q4 | $91.9M | Buy |
2,230,345
+62,906
| +3% | +$2.36M | 0.3% | 80 |
|
|
2020
Q3 | $74.4M | Buy |
2,167,439
+36,425
| +2% | +$1.49M | 0.29% | 85 |
|
|
2020
Q2 | $95.3M | Buy |
2,131,014
+154,440
| +8% | +$6.93M | 0.43% | 62 |
|
|
2020
Q1 | $75.1M | Buy |
1,976,574
+516,710
| +35% | +$28.5M | 0.43% | 64 |
|
|
2019
Q4 | $102M | Sell |
1,459,864
-17,304
| -1% | -$1.2M | 0.46% | 55 |
|
|
2019
Q3 | $104M | Buy |
1,477,168
+44,235
| +3% | +$3.2M | 0.54% | 45 |
|
|
2019
Q2 | $110M | Sell |
1,432,933
-163,858
| -10% | -$12.7M | 0.6% | 37 |
|
|
2019
Q1 | $129M | Buy |
1,596,791
+172,351
| +12% | +$13.1M | 0.67% | 32 |
|
|
2018
Q4 | $97.1M | Buy |
1,424,440
+40,976
| +3% | +$3.21M | 0.59% | 36 |
|
|
2018
Q3 | $118M | Sell |
1,383,464
-13,172
| -0.9% | -$1.08M | 0.57% | 39 |
|
|
2018
Q2 | $116M | Buy |
1,396,636
+20,908
| +2% | +$1.67M | 0.65% | 30 |
|
|
2018
Q1 | $103M | Sell |
1,375,728
-45,745
| -3% | -$3.66M | 0.69% | 30 |
|
|
2017
Q4 | $119M | Buy |
1,421,473
+5,597
| +0.4% | +$463K | 0.78% | 26 |
|
|
2017
Q3 | $116M | Buy |
1,415,876
+43,613
| +3% | +$3.46M | 0.84% | 21 |
|
|
2017
Q2 | $111M | Sell |
1,372,263
-85,682
| -6% | -$7.01M | 0.84% | 22 |
|
|
2017
Q1 | $120M | Buy |
1,457,945
+53,852
| +4% | +$4.5M | 0.93% | 19 |
|
|
2016
Q4 | $127M | Buy |
1,404,093
+32,755
| +2% | +$2.86M | 1.1% | 16 |
|
|
2016
Q3 | $120M | Buy |
1,371,338
+31,108
| +2% | +$2.76M | 1.12% | 12 |
|
|
2016
Q2 | $126M | Sell |
1,340,230
-81,885
| -6% | -$7.24M | 1.22% | 11 |
|
|
2016
Q1 | $119M | Buy |
1,422,115
+89,130
| +7% | +$7.14M | 1.14% | 14 |
|
|
2015
Q4 | $104M | Buy |
1,332,985
+181,237
| +16% | +$14.5M | 1.07% | 16 |
|
|
2015
Q3 | $85.6M | Sell |
1,151,748
-12,580
| -1% | -$969K | 1.08% | 16 |
|
|
2015
Q2 | $96.9M | Buy |
1,164,328
+22,260
| +2% | +$1.91M | 1.11% | 14 |
|
|
2015
Q1 | $97.1M | Buy |
1,142,068
+1,985
| +0.2% | +$176K | 1.11% | 16 |
|
|
2014
Q4 | $105M | Buy |
1,140,083
+30,688
| +3% | +$2.86M | 1.26% | 12 |
|
|
2014
Q3 | $104M | Buy |
1,109,395
+43,282
| +4% | +$4.31M | 1.34% | 10 |
|
|
2014
Q2 | $107M | Buy |
1,066,113
+11,864
| +1% | +$1.2M | 1.81% | 4 |
|
|
2014
Q1 | $103M | Sell |
1,054,249
-9,309
| -0.9% | -$887K | 1.88% | 5 |
|
|
2013
Q4 | $108M | Sell |
1,063,558
-6,868
| -0.6% | -$635K | 2.16% | 4 |
|
|
2013
Q3 | $92.1M | Sell |
1,070,426
-22,148
| -2% | -$2M | 2.09% | 4 |
|
|
2013
Q2 | $98.7M | Buy |
+1,092,574
| New | +$98.3M | 2.44% | 2 |
|
Other funds holding XOM
JP Morgan Private Wealth Advisors's XOM Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in ExxonMobil (XOM) in Q3 2023: 2,513,311 shares worth $296M. The stake represents 0.84% of the portfolio and ranks #21 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in XOM as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in XOM in Q2 2013 and has held it in 41 quarters since. The position peaked at $392M in Q4 2022. 3,578 funds tracked by Wall St. Rank hold XOM as of Q3 2023.
- JP Morgan Private Wealth Advisors held 2,513,311 shares of ExxonMobil worth $296M as of Q3 2023.
- ExxonMobil was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- ExxonMobil made up 0.84% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #21 holding.
- JP Morgan Private Wealth Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's ExxonMobil position peaked at $392M in Q4 2022.
- 3,578 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.