Dean Jacobson Financial Services’s ExxonMobil XOM Stock Holding History

Dean Jacobson Financial Services’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	$398K	Hold	2,908	–	–	0.22%	11
2026 Q1	$493K	Hold	2,908	–	–	0.3%	9
2025 Q4	$350K	Hold	2,908	–	–	0.22%	9
2025 Q3	$328K	Hold	2,908	–	–	0.24%	10
2025 Q2	$313K	Hold	2,908	–	–	0.24%	8
2025 Q1	$346K	Sell	2,908 -61	-2%	-$6.75K	0.27%	8
2024 Q4	$319K	Buy	2,969 +29	+1%	+$3.39K	0.24%	7
2024 Q3	$345K	Buy	2,940 +32	+1%	+$3.69K	0.26%	8
2024 Q2	$335K	Buy	2,908 +161	+6%	+$18.8K	0.27%	8
2024 Q1	$319K	Sell	2,747 -191	-7%	-$20K	0.26%	8
2023 Q4	$294K	Hold	2,938	–	–	0.25%	8
2023 Q3	$345K	Buy	2,938 +191	+7%	+$20.9K	0.32%	8
2023 Q2	$295K	Hold	2,747	–	–	0.27%	9
2023 Q1	$301K	Hold	2,747	–	–	0.28%	6
2022 Q4	$303K	Hold	2,747	–	–	18.51%	2
2022 Q3	$240K	Hold	2,747	–	–	19.06%	4
2022 Q2	$235K	Hold	2,747	–	–	19.67%	4
2022 Q1	$227K	Buy	+2,747	New	+$214K	0.99%	6

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dean Jacobson Financial Services's XOM Position: Q2 2026 in Review

Dean Jacobson Financial Services held its ExxonMobil (XOM) position steady in Q2 2026 at 2,908 shares worth $398K. The position accounts for 0.22% of the portfolio, ranked #11.

Dean Jacobson Financial Services first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $493K in Q1 2026. 4,235 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Dean Jacobson Financial Services held 2,908 shares of ExxonMobil worth $398K as of Q2 2026.
Dean Jacobson Financial Services left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.22% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #11 holding.
Dean Jacobson Financial Services first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Dean Jacobson Financial Services's ExxonMobil position peaked at $493K in Q1 2026.
4,235 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.