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Jackson Thornton Wealth Management’s ExxonMobil XOM Stock Holding History

Jackson Thornton Wealth 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
Q1 		$1.49M Buy
9,770
+424
+5% +$61.9K 0.13% 43
2025
Q4 		$1.13M Buy
9,346
+3,529
+61% +$409K 0.11% 49
2025
Q3 		$663K Sell
5,817
-3,150
-35% -$350K 0.07% 69
2025
Q2 		$1.02M Sell
8,967
-525
-6% -$56.1K 0.12% 38
2025
Q1 		$1.01M Buy
9,492
+5,270
+125% +$583K 0.13% 36
2024
Q4 		$454K Buy
4,222
+1,204
+40% +$141K 0.06% 53
2024
Q3 		$354K Sell
3,018
-52
-2% -$6K 0.05% 52
2024
Q2 		$353K Buy
3,070
+415
+16% +$48.3K 0.05% 49
2024
Q1 		$309K Sell
2,655
-94
-3% -$9.84K 0.05% 41
2023
Q4 		$275K Sell
2,749
-87
-3% -$9.14K 0.05% 43
2023
Q3 		$333K Buy
2,836
+246
+9% +$27K 0.07% 30
2023
Q2 		$278K Buy
2,590
+653
+34% +$71.2K 0.06% 34
2023
Q1 		$212K Sell
1,937
-423
-18% -$46.8K 0.05% 30
2022
Q4 		$260K Buy
+2,360
New +$253K 0.06% 29
2022
Q3 		– Sell
-2,470
Closed -$212K – 35
2022
Q2 		$212K Buy
+2,470
New +$223K 0.06% 26

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jackson Thornton Wealth Management's XOM Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its ExxonMobil (XOM) stake by 4.5% in Q1 2026, buying an estimated $61.9K and bringing the position to 9,770 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #43.

Jackson Thornton Wealth Management first reported a position in XOM in Q2 2022 and has held it in 15 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Jackson Thornton Wealth Management held 9,770 shares of ExxonMobil worth $1.49M as of Q1 2026.
  • Jackson Thornton Wealth Management bought 424 ExxonMobil shares in Q1 2026, an estimated $61.9K.
  • ExxonMobil made up 0.13% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Jackson Thornton Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 15 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.