J. Safra Asset Management’s ExxonMobil XOM Stock Holding History

J. Safra Asset 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	$1.89M	Buy	13,799 +1,599	+13%	+$239K	0.09%	72
2026 Q1	$2.07M	Buy	12,200 +32	+0.3%	+$4.67K	0.11%	58
2025 Q4	$1.46M	Buy	12,168 +1,491	+14%	+$173K	0.08%	75
2025 Q3	$1.2M	Buy	10,677 +1,370	+15%	+$152K	0.07%	61
2025 Q2	$1M	Buy	9,307 +600	+7%	+$64.1K	0.07%	59
2025 Q1	$1.04M	Buy	8,707 +2,655	+44%	+$294K	0.08%	46
2024 Q4	$640K	Buy	6,052 +1,409	+30%	+$165K	0.05%	52
2024 Q3	$538K	Buy	4,643 +491	+12%	+$56.7K	0.05%	41
2024 Q2	$478K	Buy	4,152 +1,697	+69%	+$198K	0.05%	39
2024 Q1	$285K	Buy	2,455 +464	+23%	+$48.5K	0.03%	36
2023 Q4	$199K	Buy	1,991 +66	+3%	+$6.94K	0.03%	41
2023 Q3	$226K	Hold	1,925	–	–	0.03%	35
2023 Q2	$206K	Hold	1,925	–	–	0.03%	45
2023 Q1	$211K	Hold	1,925	–	–	0.03%	42
2022 Q4	$212K	Buy	1,925 +925	+93%	+$99.1K	0.04%	22
2022 Q3	$168K	Hold	1,000	–	–	0.03%	37
2022 Q2	$164K	Sell	1,000 -1,000	-50%	-$90.2K	0.03%	34
2022 Q1	$218K	Buy	+2,000	New	+$155K	0.03%	30
2016 Q4	–	Sell	-399	Closed	-$35K	–	137
2016 Q3	$35K	Sell	399 -292	-42%	-$25.9K	0.06%	77
2016 Q2	$65K	Sell	691 -5,617	-89%	-$497K	0.11%	82
2016 Q1	$527K	Buy	+6,308	New	+$505K	0.43%	59

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's XOM Position: Q2 2026 in Review

J. Safra Asset Management increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $239K and bringing the position to 13,799 shares worth $1.89M. The position accounts for 0.09% of the portfolio, ranked #72.

J. Safra Asset Management first reported a position in XOM in Q1 2016 and has held it in 21 quarters since. The position peaked at $2.07M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

J. Safra Asset Management held 13,799 shares of ExxonMobil worth $1.89M as of Q2 2026.
J. Safra Asset Management bought 1,599 ExxonMobil shares in Q2 2026, an estimated $239K.
ExxonMobil made up 0.09% of J. Safra Asset Management's portfolio in Q2 2026, its #72 holding.
J. Safra Asset Management first reported a position in ExxonMobil in Q1 2016 and has held it in 21 quarters since.
J. Safra Asset Management's ExxonMobil position peaked at $2.07M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.