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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
Q2 		– Sell
-9,770
Closed -$1.49M – 442
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jackson Thornton Wealth Management's XOM Position: Q2 2026 in Review

Jackson Thornton Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 9,770 shares — an estimated $1.49M sold.

Jackson Thornton Wealth Management first reported a position in XOM in Q2 2022 and held it in 15 quarters. The position peaked at $1.49M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Jackson Thornton Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 9,770 ExxonMobil shares in Q2 2026, an estimated $1.49M.
  • Jackson Thornton Wealth Management first reported a position in ExxonMobil in Q2 2022 and held it in 15 quarters.
  • Jackson Thornton Wealth Management's ExxonMobil position peaked at $1.49M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.