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Jacksonville Wealth Management’s ExxonMobil XOM Stock Holding History

Jacksonville 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 		$263K Buy
1,920
+1
+0.1% +$150 0.15% 65
2026
Q1 		$326K Buy
1,919
+66
+4% +$9.63K 0.22% 53
2025
Q4 		$223K Buy
1,853
+2
+0.1% +$232 0.16% 69
2025
Q3 		$209K Buy
+1,851
New +$206K 0.15% 66

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

Jacksonville Wealth Management's XOM Position: Q2 2026 in Review

Jacksonville Wealth Management increased its ExxonMobil (XOM) stake by 0.05% in Q2 2026, buying an estimated $150 and bringing the position to 1,920 shares worth $263K. The position accounts for 0.15% of the portfolio, ranked #65.

Jacksonville Wealth Management first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $326K in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Jacksonville Wealth Management held 1,920 shares of ExxonMobil worth $263K as of Q2 2026.
  • Jacksonville Wealth Management bought 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.15% of Jacksonville Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Jacksonville Wealth Management first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Jacksonville Wealth Management's ExxonMobil position peaked at $326K in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.