Jupiter Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85M | Hold |
54,260
| – | – | 0.05% | 265 |
|
|
2025
Q1 | $6.45M | Hold |
54,260
| – | – | 0.06% | 259 |
|
|
2024
Q4 | $5.84M | Sell |
54,260
-12,821
| -19% | -$1.38M | 0.06% | 262 |
|
|
2024
Q3 | $7.86M | Hold |
67,081
| – | – | 0.07% | 243 |
|
|
2024
Q2 | $7.72M | Hold |
67,081
| – | – | 0.07% | 234 |
|
|
2024
Q1 | $7.8M | Sell |
67,081
-5,484
| -8% | -$637K | 0.07% | 234 |
|
|
2023
Q4 | $7.26M | Sell |
72,565
-9,403
| -11% | -$940K | 0.07% | 236 |
|
|
2023
Q3 | $9.64M | Hold |
81,968
| – | – | 0.11% | 203 |
|
|
2023
Q2 | $8.79M | Buy |
81,968
+38,344
| +88% | +$4.11M | 0.1% | 223 |
|
|
2023
Q1 | $4.78M | Hold |
43,624
| – | – | 0.07% | 220 |
|
|
2022
Q4 | $4.81M | Sell |
43,624
-2,464
| -5% | -$272K | 0.07% | 224 |
|
|
2022
Q3 | $4.02M | Sell |
46,088
-127
| -0.3% | -$11.1K | 0.06% | 262 |
|
|
2022
Q2 | $3.96M | Buy |
46,215
+25,045
| +118% | +$2.15M | 0.06% | 262 |
|
|
2022
Q1 | $1.75M | Buy |
21,170
+16,421
| +346% | +$1.36M | 0.02% | 365 |
|
|
2021
Q4 | $289K | Sell |
4,749
-41,209
| -90% | -$2.51M | ﹤0.01% | 518 |
|
|
2021
Q3 | $2.7M | Buy |
45,958
+16,588
| +56% | +$976K | 0.03% | 318 |
|
|
2021
Q2 | $1.85M | Sell |
29,370
-1,036,489
| -97% | -$65.4M | 0.02% | 391 |
|
|
2021
Q1 | $59.5M | Buy |
1,065,859
+1,035,292
| +3,387% | +$57.8M | 0.59% | 42 |
|
|
2020
Q4 | $1.26M | Buy |
30,567
+20,104
| +192% | +$828K | 0.01% | 448 |
|
|
2020
Q3 | $359K | Buy |
+10,463
| New | +$359K | ﹤0.01% | 522 |
|
|
2017
Q3 | – | Sell |
-25,000
| Closed | -$2.02M | – | 227 |
|
|
2017
Q2 | $2.02M | Hold |
25,000
| – | – | 0.07% | 197 |
|
|
2017
Q1 | $2.05M | Hold |
25,000
| – | – | 0.07% | 199 |
|
|
2016
Q4 | $2.26M | Buy |
25,000
+5,000
| +25% | +$451K | 0.08% | 188 |
|
|
2016
Q3 | $1.75M | Hold |
20,000
| – | – | 0.07% | 190 |
|
|
2016
Q2 | $1.88M | Buy |
+20,000
| New | +$1.88M | 0.07% | 189 |
|
|
2015
Q1 | – | Sell |
-20,000
| Closed | -$1.85M | – | 236 |
|
|
2014
Q4 | $1.85M | Sell |
20,000
-45,565
| -69% | -$4.21M | 0.06% | 206 |
|
|
2014
Q3 | $6.17M | Buy |
65,565
+18,375
| +39% | +$1.73M | 0.21% | 107 |
|
|
2014
Q2 | $4.75M | Buy |
47,190
+34,900
| +284% | +$3.51M | 0.15% | 177 |
|
|
2014
Q1 | $1.2M | Buy |
+12,290
| New | +$1.2M | 0.04% | 219 |
|