JWCA
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J.W. Cole Advisors’s ExxonMobil XOM Stock Holding History

J.W. Cole 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 		$45.4M Sell
332,186
-11,292
-3% -$1.69M 0.78% 19
2026
Q1 		$58.3M Sell
343,478
-1,668
-0.5% -$243K 1.97% 6
2025
Q4 		$39M Sell
345,146
-16,175
-4% -$1.88M 0.95% 10
2025
Q3 		$40.7M Sell
361,321
-4,086
-1% -$454K 0.78% 14
2025
Q2 		$39.4M Buy
365,407
+22,147
+6% +$2.37M 0.84% 12
2025
Q1 		$40.8M Buy
343,260
+196,433
+134% +$21.7M 1.27% 9
2024
Q4 		$15.8M Sell
146,827
-3,042
-2% -$356K 0.64% 23
2024
Q3 		$17.6M Buy
149,869
+4,668
+3% +$539K 0.74% 21
2024
Q2 		$16.7M Buy
145,201
+32,117
+28% +$3.74M 0.79% 21
2024
Q1 		$13.1M Buy
113,084
+7,684
+7% +$804K 0.66% 25
2023
Q4 		$10.5M Buy
105,400
+5,846
+6% +$614K 0.62% 30
2023
Q3 		$11.7M Buy
99,554
+628
+0.6% +$68.9K 0.86% 17
2023
Q2 		$10.6M Sell
98,926
-3,928
-4% -$429K 0.76% 21
2023
Q1 		$11.3M Buy
102,854
+5,363
+6% +$593K 0.8% 15
2022
Q4 		$10.8M Buy
97,491
+3,174
+3% +$340K 0.83% 16
2022
Q3 		$8.23M Sell
94,317
-1,417
-1% -$129K 0.69% 21
2022
Q2 		$8.2M Sell
95,734
-2,815
-3% -$254K 0.65% 28
2022
Q1 		$8.14M Buy
98,549
+2,106
+2% +$164K 0.55% 30
2021
Q4 		$5.9M Sell
96,443
-4,719
-5% -$295K 0.38% 50
2021
Q3 		$5.95M Buy
101,162
+8,732
+9% +$498K 0.43% 42
2021
Q2 		$5.83M Buy
92,430
+2,438
+3% +$146K 0.46% 45
2021
Q1 		$5.02M Buy
89,992
+3,660
+4% +$192K 0.48% 40
2020
Q4 		$3.56M Sell
86,332
-172,023
-67% -$6.45M 0.37% 61
2020
Q3 		$8.87M Buy
258,355
+171,236
+197% +$7M 0.68% 21
2020
Q2 		$3.9M Buy
87,119
+72,451
+494% +$3.25M 0.59% 42
2020
Q1 		$557K Sell
14,668
-77,363
-84% -$4.27M 1.08% 27
2019
Q4 		$6.42M Buy
+92,031
New +$6.36M 0.81% 22

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

J.W. Cole Advisors's XOM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its ExxonMobil (XOM) stake by 3.3% in Q2 2026, selling an estimated $1.69M and leaving 332,186 shares worth $45.4M. The position accounts for 0.78% of the portfolio, ranked #19.

J.W. Cole Advisors first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $58.3M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • J.W. Cole Advisors held 332,186 shares of ExxonMobil worth $45.4M as of Q2 2026.
  • J.W. Cole Advisors sold 11,292 ExxonMobil shares in Q2 2026, an estimated $1.69M.
  • ExxonMobil made up 0.78% of J.W. Cole Advisors's portfolio in Q2 2026, its #19 holding.
  • J.W. Cole Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's ExxonMobil position peaked at $58.3M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.