4WM
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4J Wealth Management’s ExxonMobil XOM Stock Holding History

4J 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
2026
Q2 		$1.68M Sell
12,312
-29
-0.2% -$4.34K 0.83% 27
2026
Q1 		$2.09M Sell
12,341
-274
-2% -$40K 1.19% 20
2025
Q4 		$1.52M Hold
12,615
– – 0.87% 27
2025
Q3 		$1.42M Sell
12,615
-363
-3% -$40.4K 0.84% 26
2025
Q2 		$1.4M Buy
12,978
+11
+0.1% +$1.18K 0.95% 23
2025
Q1 		$1.54M Hold
12,967
– – 1.22% 21
2024
Q4 		$1.39M Hold
12,967
– – 1.13% 20
2024
Q3 		$1.52M Sell
12,967
-30
-0.2% -$3.46K 1.18% 19
2024
Q2 		$1.5M Buy
12,997
+55
+0.4% +$6.41K 1.24% 19
2024
Q1 		$1.5M Sell
12,942
-21
-0.2% -$2.2K 1.3% 19
2023
Q4 		$1.3M Sell
12,963
-74
-0.6% -$7.78K 1.18% 23
2023
Q3 		$1.53M Sell
13,037
-176
-1% -$19.3K 1.53% 17
2023
Q2 		$1.42M Buy
13,213
+3,937
+42% +$430K 1.37% 20
2023
Q1 		$1.02M Hold
9,276
– – 1.09% 26
2022
Q4 		$1.02M Hold
9,276
– – 1.19% 24
2022
Q3 		$810K Buy
9,276
+185
+2% +$16.9K 1.04% 24
2022
Q2 		$779K Sell
9,091
-1,373
-13% -$124K 0.98% 27
2022
Q1 		$864K Sell
10,464
-100
-0.9% -$7.77K 0.76% 30
2021
Q4 		$646K Sell
10,564
-31
-0.3% -$1.94K 0.54% 38
2021
Q3 		$623K Hold
10,595
– – 0.54% 40
2021
Q2 		$668K Hold
10,595
– – 0.58% 38
2021
Q1 		$592K Hold
10,595
– – 0.55% 43
2020
Q4 		$436K Buy
+10,595
New +$397K 0.42% 47

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

4J Wealth Management's XOM Position: Q2 2026 in Review

4J Wealth Management reduced its ExxonMobil (XOM) stake by 0.23% in Q2 2026, selling an estimated $4.34K and leaving 12,312 shares worth $1.68M. The position accounts for 0.83% of the portfolio, ranked #27.

4J Wealth Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.09M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • 4J Wealth Management held 12,312 shares of ExxonMobil worth $1.68M as of Q2 2026.
  • 4J Wealth Management sold 29 ExxonMobil shares in Q2 2026, an estimated $4.34K.
  • ExxonMobil made up 0.83% of 4J Wealth Management's portfolio in Q2 2026, its #27 holding.
  • 4J Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's ExxonMobil position peaked at $2.09M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.