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Jackson Grant Investment Advisers’s ExxonMobil XOM Stock Holding History

Jackson Grant Investment Advisers’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 		$2.03M Sell
14,859
-674
-4% -$101K 0.63% 30
2026
Q1 		$2.64M Sell
15,533
-1,761
-10% -$257K 0.88% 24
2025
Q4 		$2.08M Buy
17,294
+1,962
+13% +$228K 0.69% 27
2025
Q3 		$1.73M Buy
15,332
+1,742
+13% +$194K 0.58% 32
2025
Q2 		$1.47M Buy
13,590
+44
+0.3% +$4.7K 0.54% 36
2025
Q1 		$1.61M Buy
13,546
+42
+0.3% +$4.64K 0.62% 29
2024
Q4 		$1.45M Sell
13,504
-294
-2% -$34.4K 0.56% 33
2024
Q3 		$1.62M Sell
13,798
-462
-3% -$53.3K 0.6% 28
2024
Q2 		$1.64M Sell
14,260
-595
-4% -$69.3K 0.66% 26
2024
Q1 		$1.73M Buy
14,855
+48
+0.3% +$5.02K 0.71% 26
2023
Q4 		$1.48M Buy
14,807
+51
+0.3% +$5.36K 0.66% 26
2023
Q3 		$1.74M Buy
14,756
+42
+0.3% +$4.61K 0.84% 23
2023
Q2 		$1.58M Buy
14,714
+45
+0.3% +$4.91K 0.73% 27
2023
Q1 		$1.61M Buy
14,669
+417
+3% +$46.1K 0.76% 25
2022
Q4 		$1.57M Buy
14,252
+204
+1% +$21.9K 0.76% 25
2022
Q3 		$1.23M Buy
14,048
+115
+0.8% +$10.5K 0.64% 29
2022
Q2 		$1.19M Sell
13,933
-49
-0.4% -$4.42K 0.59% 30
2022
Q1 		$1.16M Buy
13,982
+78
+0.6% +$6.06K 0.49% 34
2021
Q4 		$851K Buy
13,904
+110
+0.8% +$6.88K 0.43% 36
2021
Q3 		$811K Buy
13,794
+371
+3% +$21.1K 0.36% 43
2021
Q2 		$847K Buy
13,423
+107
+0.8% +$6.39K 0.37% 40
2021
Q1 		$743K Sell
13,316
-230
-2% -$12.1K 0.34% 48
2020
Q4 		$558K Buy
13,546
+309
+2% +$11.6K 0.28% 52
2020
Q3 		$454K Sell
13,237
-642
-5% -$26.2K 0.27% 50
2020
Q2 		$621K Sell
13,879
-542
-4% -$24.3K 0.4% 40
2020
Q1 		$548K Sell
14,421
-79
-0.5% -$4.36K 0.4% 40
2019
Q4 		$1.01M Sell
14,500
-280
-2% -$19.4K 0.55% 29
2019
Q3 		$1.04M Buy
14,780
+170
+1% +$12.3K 0.59% 28
2019
Q2 		$1.12M Buy
14,610
+161
+1% +$12.5K 0.65% 26
2019
Q1 		$1.17M Sell
14,449
-1,162
-7% -$88.6K 0.7% 26
2018
Q4 		$1.06M Buy
15,611
+520
+3% +$40.8K 0.75% 25
2018
Q3 		$1.28M Buy
15,091
+146
+1% +$11.9K 0.8% 24
2018
Q2 		$1.24M Sell
14,945
-1,593
-10% -$127K 0.85% 22
2018
Q1 		$1.23M Buy
16,538
+146
+0.9% +$11.7K 0.86% 21
2017
Q4 		$1.37M Buy
16,392
+1,111
+7% +$91.9K 0.93% 21
2017
Q3 		$1.25M Buy
15,281
+576
+4% +$45.7K 0.91% 20
2017
Q2 		$1.19M Sell
14,705
-117
-0.8% -$9.57K 0.92% 21
2017
Q1 		$1.22M Sell
14,822
-637
-4% -$53.2K 0.98% 20
2016
Q4 		$1.4M Buy
15,459
+112
+0.7% +$9.79K 1.19% 18
2016
Q3 		$1.34M Buy
15,347
+101
+0.7% +$8.96K 1.11% 17
2016
Q2 		$1.43M Buy
15,246
+214
+1% +$18.9K 1.26% 15
2016
Q1 		$1.26M Buy
15,032
+1,703
+13% +$136K 1.15% 17
2015
Q4 		$1.04M Buy
+13,329
New +$1.07M 0.99% 23

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Jackson Grant Investment Advisers's XOM Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its ExxonMobil (XOM) stake by 4.3% in Q2 2026, selling an estimated $101K and leaving 14,859 shares worth $2.03M. The position accounts for 0.63% of the portfolio, ranked #30.

Jackson Grant Investment Advisers first reported a position in XOM in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.64M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Jackson Grant Investment Advisers held 14,859 shares of ExxonMobil worth $2.03M as of Q2 2026.
  • Jackson Grant Investment Advisers sold 674 ExxonMobil shares in Q2 2026, an estimated $101K.
  • ExxonMobil made up 0.63% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #30 holding.
  • Jackson Grant Investment Advisers first reported a position in ExxonMobil in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's ExxonMobil position peaked at $2.64M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.