J.W. Burns & Co’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.73M Sell
34,581
-187
-0.5% -$28K 0.49% 55
2026
Q1
$5.9M Buy
34,768
+395
+1% +$57.6K 0.68% 39
2025
Q4
$4.14M Buy
34,373
+111
+0.3% +$12.9K 0.46% 52
2025
Q3
$3.86M Sell
34,262
-1,376
-4% -$153K 0.44% 52
2025
Q2
$3.84M Sell
35,638
-2,242
-6% -$240K 0.47% 51
2025
Q1
$4.51M Sell
37,880
-314
-0.8% -$34.7K 0.58% 48
2024
Q4
$4.11M Buy
38,194
+243
+0.6% +$28.4K 0.52% 47
2024
Q3
$4.45M Buy
37,951
+643
+2% +$74.2K 0.58% 47
2024
Q2
$4.29M Sell
37,308
-96
-0.3% -$11.2K 0.58% 47
2024
Q1
$4.35M Sell
37,404
-352
-0.9% -$36.8K 0.61% 45
2023
Q4
$3.77M Sell
37,756
-147
-0.4% -$15.4K 0.56% 47
2023
Q3
$4.46M Sell
37,903
-411
-1% -$45.1K 0.72% 41
2023
Q2
$4.11M Sell
38,314
-165
-0.4% -$18K 0.66% 45
2023
Q1
$4.22M Buy
38,479
+499
+1% +$55.2K 0.72% 40
2022
Q4
$4.19M Buy
37,980
+352
+0.9% +$37.7K 0.76% 42
2022
Q3
$3.29M Buy
37,628
+13
+0% +$1.19K 0.64% 49
2022
Q2
$3.22M Buy
37,615
+2,533
+7% +$228K 0.61% 49
2022
Q1
$2.9M Sell
35,082
-471
-1% -$36.6K 0.46% 56
2021
Q4
$2.18M Sell
35,553
-2,646
-7% -$165K 0.32% 64
2021
Q3
$2.25M Sell
38,199
-3
-0% -$171 0.35% 60
2021
Q2
$2.41M Sell
38,202
-418
-1% -$25K 0.38% 61
2021
Q1
$2.16M Buy
38,620
+608
+2% +$31.9K 0.36% 65
2020
Q4
$1.57M Sell
38,012
-6,581
-15% -$247K 0.28% 70
2020
Q3
$1.53M Sell
44,593
-5,573
-11% -$228K 0.31% 68
2020
Q2
$2.24M Sell
50,166
-1,095
-2% -$49.1K 0.5% 56
2020
Q1
$1.95M Sell
51,261
-1,200
-2% -$66.3K 0.53% 57
2019
Q4
$3.66M Sell
52,461
-3,446
-6% -$238K 0.78% 43
2019
Q3
$3.95M Sell
55,907
-2,753
-5% -$199K 0.91% 36
2019
Q2
$4.5M Sell
58,660
-1,722
-3% -$133K 1.04% 26
2019
Q1
$4.88M Sell
60,382
-365
-0.6% -$27.8K 1.19% 26
2018
Q4
$4.14M Sell
60,747
-1,286
-2% -$101K 1.16% 26
2018
Q3
$5.27M Sell
62,033
-4,228
-6% -$346K 1.24% 22
2018
Q2
$5.48M Sell
66,261
-1,107
-2% -$88.2K 1.39% 19
2018
Q1
$5.03M Sell
67,368
-1,283
-2% -$103K 1.29% 23
2017
Q4
$5.74M Sell
68,651
-2,894
-4% -$239K 1.46% 17
2017
Q3
$5.87M Sell
71,545
-307
-0.4% -$24.4K 1.57% 18
2017
Q2
$5.8M Sell
71,852
-1,020
-1% -$83.5K 1.56% 18
2017
Q1
$5.98M Sell
72,872
-3,783
-5% -$316K 1.65% 13
2016
Q4
$6.92M Sell
76,655
-78
-0.1% -$6.82K 2.03% 11
2016
Q3
$6.7M Sell
76,733
-23
-0% -$2.04K 2.06% 10
2016
Q2
$7.2M Sell
76,756
-1,512
-2% -$134K 2.19% 10
2016
Q1
$6.54M Buy
78,268
+1,368
+2% +$110K 2.08% 10
2015
Q4
$5.99M Buy
76,900
+772
+1% +$61.7K 1.9% 12
2015
Q3
$5.66M Sell
76,128
-520
-0.7% -$40.1K 1.94% 11
2015
Q2
$6.38M Sell
76,648
-1,458
-2% -$125K 2.09% 12
2015
Q1
$6.64M Sell
78,106
-2,065
-3% -$183K 2.18% 10
2014
Q4
$7.41M Sell
80,171
-3,948
-5% -$368K 2.44% 10
2014
Q3
$7.91M Sell
84,119
-9,332
-10% -$929K 2.67% 9
2014
Q2
$9.41M Sell
93,451
-506
-0.5% -$51K 3.13% 5
2014
Q1
$9.18M Buy
93,957
+807
+0.9% +$76.9K 3.25% 4
2013
Q4
$9.43M Buy
93,150
+1,230
+1% +$114K 3.27% 5
2013
Q3
$7.91M Buy
91,920
+69
+0.1% +$6.22K 3.03% 6
2013
Q2
$8.3M Buy
+91,851
New +$8.26M 3.41% 5

Other funds holding XOM

J.W. Burns & Co's XOM Position: Q2 2026 in Review

J.W. Burns & Co reduced its ExxonMobil (XOM) stake by 0.54% in Q2 2026, selling an estimated $28K and leaving 34,581 shares worth $4.73M. The position accounts for 0.49% of the portfolio, ranked #55.

J.W. Burns & Co first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.43M in Q4 2013. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • J.W. Burns & Co held 34,581 shares of ExxonMobil worth $4.73M as of Q2 2026.
  • J.W. Burns & Co sold 187 ExxonMobil shares in Q2 2026, an estimated $28K.
  • ExxonMobil made up 0.49% of J.W. Burns & Co's portfolio in Q2 2026, its #55 holding.
  • J.W. Burns & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • J.W. Burns & Co's ExxonMobil position peaked at $9.43M in Q4 2013.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.