Glass Jacobson Investment Advisors’s ExxonMobil XOM Stock Holding History

Glass Jacobson Investment Advisors’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	$80.5K	Sell	589 -1,221	-67%	-$183K	0.03%	277
2026 Q1	$307K	Buy	1,810 +1,093	+152%	+$160K	0.11%	153
2025 Q4	$86.3K	Hold	717	–	–	0.03%	254
2025 Q3	$80.8K	Hold	717	–	–	0.03%	257
2025 Q2	$77.3K	Sell	717 -12,082	-94%	-$1.29M	0.03%	249
2025 Q1	$1.38M	Hold	12,799	–	–	0.45%	69
2024 Q4	$1.38M	Buy	12,799 +114	+0.9%	+$13.3K	0.45%	69
2024 Q3	$1.49M	Sell	12,685 -115	-0.9%	-$13.3K	0.49%	65
2024 Q2	$1.47M	Buy	12,800 +19	+0.1%	+$2.21K	0.54%	61
2024 Q1	$1.49M	Sell	12,781 -727	-5%	-$76.1K	0.56%	56
2023 Q4	$1.35M	Sell	13,508 -423	-3%	-$44.5K	0.55%	57
2023 Q3	$1.64M	Sell	13,931 -102	-0.7%	-$11.2K	0.75%	39
2023 Q2	$1.5M	Buy	+14,033	New	+$1.53M	0.69%	40
2022 Q4	$1.58M	Buy	+14,308	New	+$1.53M	0.78%	33

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

Glass Jacobson Investment Advisors's XOM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its ExxonMobil (XOM) stake by 67% in Q2 2026, selling an estimated $183K and leaving 589 shares worth $80.5K. The position accounts for 0.03% of the portfolio, ranked #277.

Glass Jacobson Investment Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q3 2023. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Glass Jacobson Investment Advisors held 589 shares of ExxonMobil worth $80.5K as of Q2 2026.
Glass Jacobson Investment Advisors sold 1,221 ExxonMobil shares in Q2 2026, an estimated $183K.
ExxonMobil made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #277 holding.
Glass Jacobson Investment Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's ExxonMobil position peaked at $1.64M in Q3 2023.
4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.