Jupiter Investment Management’s ExxonMobil XOM Stock Holding History

Jupiter Investment 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
2020 Q2	$31.2M	Buy	697,390 +600,966	+623%	+$27M	0.5%	59
2020 Q1	$3.66M	Sell	96,424 -306,178	-76%	-$16.9M	0.07%	174
2019 Q4	$28.1M	Sell	402,602 -752,419	-65%	-$52M	0.39%	77
2019 Q3	$81.6M	Sell	1,155,021 -59,465	-5%	-$4.3M	1.05%	19
2019 Q2	$93.1M	Buy	1,214,486 +863,161	+246%	+$66.8M	0.95%	36
2019 Q1	$28.4M	Buy	351,325 +35,568	+11%	+$2.71M	0.26%	100
2018 Q4	$21.5M	Sell	315,757 -1,076	-0.3%	-$84.4K	0.19%	115
2018 Q3	$26.9M	Sell	316,833 -1,973,267	-86%	-$161M	0.18%	116
2018 Q2	$189M	Sell	2,290,100 -159,990	-7%	-$12.7M	1.35%	23
2018 Q1	$183M	Sell	2,450,090 -272,433	-10%	-$21.8M	1.46%	22
2017 Q4	$228M	Buy	2,722,523 +2,199,637	+421%	+$182M	2.1%	3
2017 Q3	$42.9M	Buy	522,886 +26,270	+5%	+$2.09M	0.45%	75
2017 Q2	$40.1M	Buy	496,616 +171,305	+53%	+$14M	0.49%	64
2017 Q1	$26.7M	Buy	325,311 +8,605	+3%	+$719K	0.38%	74
2016 Q4	$28.6M	Sell	316,706 -160,874	-34%	-$14.1M	0.49%	62
2016 Q3	$41.7M	Sell	477,580 -308,799	-39%	-$27.4M	0.72%	52
2016 Q2	$73.7M	Buy	786,379 +445,402	+131%	+$39.4M	1.38%	16
2016 Q1	$28.5M	Sell	340,977 -247,636	-42%	-$19.8M	0.58%	62
2015 Q4	$45.9M	Sell	588,613 -154,390	-21%	-$12.3M	1.22%	21
2015 Q3	$55.2M	Sell	743,003 -35,254	-5%	-$2.72M	1.56%	15
2015 Q2	$64.8M	Buy	778,257 +347,185	+81%	+$29.8M	1.89%	13
2015 Q1	$36.6M	Buy	431,072 +241,711	+128%	+$21.4M	1.17%	34
2014 Q4	$17.5M	Buy	189,361 +20,507	+12%	+$1.91M	0.62%	49
2014 Q3	$15.9M	Sell	168,854 -5,092	-3%	-$507K	0.78%	41
2014 Q2	$17.5M	Buy	173,946 +47,327	+37%	+$4.77M	0.98%	32
2014 Q1	$12.4M	Buy	126,619 +10,516	+9%	+$1M	0.84%	35
2013 Q4	$11.7M	Sell	116,103 -46,044	-28%	-$4.26M	0.99%	24
2013 Q3	$14M	Buy	162,147 +69,569	+75%	+$6.27M	1.33%	7
2013 Q2	$8.36M	Buy	+92,578	New	+$8.33M	1.01%	16

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jupiter Investment Management's XOM Position: Q2 2020 in Review

Jupiter Investment Management increased its ExxonMobil (XOM) stake by 623% in Q2 2020, buying an estimated $27M and bringing the position to 697,390 shares worth $31.2M. The position accounts for 0.5% of the portfolio, ranked #59.

Jupiter Investment Management first reported a position in XOM in Q2 2013 and has held it in 29 quarters since. The position peaked at $228M in Q4 2017. 2,470 funds tracked by Wall St. Rank hold XOM as of Q2 2020.

Jupiter Investment Management held 697,390 shares of ExxonMobil worth $31.2M as of Q2 2020.
Jupiter Investment Management bought 600,966 ExxonMobil shares in Q2 2020, an estimated $27M.
ExxonMobil made up 0.5% of Jupiter Investment Management's portfolio in Q2 2020, its #59 holding.
Jupiter Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 29 quarters since.
Jupiter Investment Management's ExxonMobil position peaked at $228M in Q4 2017.
2,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.