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J.W. Coons Advisors’s ExxonMobil XOM Stock Holding History

J.W. Coons 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
2025
Q2 		$4.28M Buy
39,741
+488
+1% +$52.2K 0.97% 25
2025
Q1 		$4.67M Buy
39,253
+21
+0.1% +$2.32K 1.23% 18
2024
Q4 		$4.22M Sell
39,232
-249
-0.6% -$29.1K 1.08% 24
2024
Q3 		$4.63M Buy
39,481
+226
+0.6% +$26.1K 1.16% 17
2024
Q2 		$4.52M Buy
39,255
+296
+0.8% +$34.5K 1.09% 16
2024
Q1 		$4.53M Sell
38,959
-650
-2% -$68K 1.02% 18
2023
Q4 		$3.96M Buy
39,609
+208
+0.5% +$21.9K 1.07% 19
2023
Q3 		$4.63M Sell
39,401
-1,966
-5% -$216K 1.34% 11
2023
Q2 		$4.44M Sell
41,367
-300
-0.7% -$32.7K 1.21% 15
2023
Q1 		$4.57M Buy
41,667
+30
+0.1% +$3.32K 1.31% 13
2022
Q4 		$4.59M Buy
41,637
+4,296
+12% +$460K 1.37% 12
2022
Q3 		$3.26M Buy
37,341
+2,696
+8% +$246K 1.23% 15
2022
Q2 		$2.97M Buy
34,645
+546
+2% +$49.2K 1.05% 21
2022
Q1 		$2.82M Buy
34,099
+1,431
+4% +$111K 0.84% 34
2021
Q4 		$2M Buy
32,668
+440
+1% +$27.5K 0.6% 47
2021
Q3 		$1.9M Buy
32,228
+1,650
+5% +$94K 0.65% 46
2021
Q2 		$1.93M Buy
30,578
+550
+2% +$32.8K 0.68% 44
2021
Q1 		$1.68M Sell
30,028
-2,200
-7% -$115K 0.6% 47
2020
Q4 		$1.33M Sell
32,228
-1,230
-4% -$46.1K 0.51% 56
2020
Q3 		$1.15M Sell
33,458
-2,246
-6% -$91.8K 0.48% 59
2020
Q2 		$1.59M Sell
35,704
-3,715
-9% -$167K 0.71% 42
2020
Q1 		$1.5M Buy
+39,419
New +$2.18M 0.79% 39

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

J.W. Coons Advisors's XOM Position: Q2 2025 in Review

J.W. Coons Advisors increased its ExxonMobil (XOM) stake by 1.2% in Q2 2025, buying an estimated $52.2K and bringing the position to 39,741 shares worth $4.28M. The position accounts for 0.97% of the portfolio, ranked #25.

J.W. Coons Advisors first reported a position in XOM in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.67M in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • J.W. Coons Advisors held 39,741 shares of ExxonMobil worth $4.28M as of Q2 2025.
  • J.W. Coons Advisors bought 488 ExxonMobil shares in Q2 2025, an estimated $52.2K.
  • ExxonMobil made up 0.97% of J.W. Coons Advisors's portfolio in Q2 2025, its #25 holding.
  • J.W. Coons Advisors first reported a position in ExxonMobil in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's ExxonMobil position peaked at $4.67M in Q1 2025.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.