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CJM Wealth Advisers’s ExxonMobil XOM Stock Holding History

CJM Wealth Advisers’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 		$6.36M Sell
46,486
-450
-1% -$67.3K 1.67% 10
2026
Q1 		$7.96M Sell
46,936
-592
-1% -$86.4K 2.43% 8
2025
Q4 		$5.72M Sell
47,528
-690
-1% -$80K 1.71% 10
2025
Q3 		$5.44M Buy
48,218
+1,879
+4% +$209K 1.67% 10
2025
Q2 		$5M Buy
46,339
+33
+0.1% +$3.53K 1.66% 8
2025
Q1 		$5.51M Sell
46,306
-31
-0.1% -$3.43K 1.94% 8
2024
Q4 		$4.98M Sell
46,337
-1,902
-4% -$222K 1.68% 9
2024
Q3 		$5.65M Buy
48,239
+1,983
+4% +$229K 1.94% 8
2024
Q2 		$5.32M Sell
46,256
-4,521
-9% -$527K 1.96% 8
2024
Q1 		$5.9M Sell
50,777
-3,979
-7% -$416K 2.24% 8
2023
Q4 		$5.47M Sell
54,756
-343
-0.6% -$36K 2.42% 6
2023
Q3 		$6.48M Sell
55,099
-5,888
-10% -$646K 3.15% 6
2023
Q2 		$6.54M Sell
60,987
-3,194
-5% -$348K 3.32% 6
2023
Q1 		$7.04M Sell
64,181
-2,275
-3% -$252K 4.01% 6
2022
Q4 		$7.33M Sell
66,456
-9,605
-13% -$1.03M 4.51% 6
2022
Q3 		$6.64M Sell
76,061
-676
-0.9% -$61.7K 4.73% 5
2022
Q2 		$6.57M Sell
76,737
-6,420
-8% -$579K 4.57% 5
2022
Q1 		$6.87M Sell
83,157
-329
-0.4% -$25.6K 4.7% 6
2021
Q4 		$5.11M Buy
+83,486
New +$5.22M 3.63% 8

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CJM Wealth Advisers's XOM Position: Q2 2026 in Review

CJM Wealth Advisers reduced its ExxonMobil (XOM) stake by 0.96% in Q2 2026, selling an estimated $67.3K and leaving 46,486 shares worth $6.36M. The position accounts for 1.67% of the portfolio, ranked #10.

CJM Wealth Advisers first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.96M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CJM Wealth Advisers held 46,486 shares of ExxonMobil worth $6.36M as of Q2 2026.
  • CJM Wealth Advisers sold 450 ExxonMobil shares in Q2 2026, an estimated $67.3K.
  • ExxonMobil made up 1.67% of CJM Wealth Advisers's portfolio in Q2 2026, its #10 holding.
  • CJM Wealth Advisers first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's ExxonMobil position peaked at $7.96M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.