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Jacobi Capital Management’s ExxonMobil XOM Stock Holding History

Jacobi Capital 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 		$6.89M Sell
50,395
-4,409
-8% -$660K 0.34% 55
2026
Q1 		$9.3M Buy
54,804
+2,583
+5% +$377K 0.52% 29
2025
Q4 		$6.28M Buy
52,221
+1,265
+2% +$147K 0.36% 48
2025
Q3 		$5.75M Sell
50,956
-401
-0.8% -$44.6K 0.35% 52
2025
Q2 		$5.54M Sell
51,357
-2,174
-4% -$232K 0.37% 50
2025
Q1 		$6.37M Buy
53,531
+4,487
+9% +$496K 0.47% 37
2024
Q4 		$5.28M Buy
49,044
+8
+0% +$936 0.39% 47
2024
Q3 		$5.75M Buy
49,036
+905
+2% +$104K 0.43% 42
2024
Q2 		$5.54M Buy
48,131
+4,654
+11% +$542K 0.48% 32
2024
Q1 		$5.05M Buy
43,477
+1,325
+3% +$139K 0.47% 34
2023
Q4 		$4.21M Buy
42,152
+4,803
+13% +$505K 0.43% 40
2023
Q3 		$4.39M Sell
37,349
-208
-0.6% -$22.8K 0.5% 34
2023
Q2 		$4.03M Sell
37,557
-266
-0.7% -$29K 0.45% 42
2023
Q1 		$4.15M Sell
37,823
-731
-2% -$80.9K 0.49% 40
2022
Q4 		$4.25M Sell
38,554
-2,685
-7% -$288K 0.53% 33
2022
Q3 		$3.6M Buy
41,239
+16
+0% +$1.46K 0.49% 36
2022
Q2 		$3.53M Sell
41,223
-591
-1% -$53.3K 0.47% 36
2022
Q1 		$3.45M Buy
41,814
+29
+0.1% +$2.25K 0.41% 41
2021
Q4 		$2.56M Buy
41,785
+874
+2% +$54.6K 0.3% 60
2021
Q3 		$2.41M Buy
40,911
+4,985
+14% +$284K 0.31% 55
2021
Q2 		$2.27M Buy
35,926
+1,520
+4% +$90.8K 0.3% 61
2021
Q1 		$1.92M Sell
34,406
-1,066
-3% -$55.9K 0.28% 65
2020
Q4 		$1.52M Sell
35,472
-2,966
-8% -$111K 0.24% 79
2020
Q3 		$1.32M Sell
38,438
-6,423
-14% -$263K 0.23% 82
2020
Q2 		$1.99M Buy
44,861
+2,442
+6% +$110K 0.37% 51
2020
Q1 		$1.66M Sell
42,419
-1,143
-3% -$63.1K 0.36% 53
2019
Q4 		$3M Buy
43,562
+13,119
+43% +$907K 0.55% 32
2019
Q3 		$2.13M Buy
30,443
+2,542
+9% +$184K 0.42% 44
2019
Q2 		$2.14M Buy
27,901
+13,430
+93% +$1.04M 0.43% 45
2019
Q1 		$1.17M Buy
14,471
+218
+2% +$16.6K 0.3% 56
2018
Q4 		$972K Sell
14,253
-2,694
-16% -$211K 0.27% 63
2018
Q3 		$1.44M Buy
16,947
+1,639
+11% +$134K 0.39% 47
2018
Q2 		$1.27M Buy
15,308
+148
+1% +$11.8K 0.37% 44
2018
Q1 		$1.11M Buy
15,160
+646
+4% +$51.6K 0.33% 44
2017
Q4 		$1.26M Buy
14,514
+608
+4% +$50.3K 0.41% 45
2017
Q3 		$1.14M Buy
13,906
+2,203
+19% +$175K 0.39% 41
2017
Q2 		$938K Buy
11,703
+1,206
+11% +$98.7K 0.36% 42
2017
Q1 		$866K Buy
10,497
+1,683
+19% +$141K 0.44% 42
2016
Q4 		$765K Sell
8,814
-1,462
-14% -$128K 0.47% 39
2016
Q3 		$886K Buy
10,276
+700
+7% +$62.1K 0.42% 38
2016
Q2 		$901K Buy
+9,576
New +$847K 0.45% 36

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

Jacobi Capital Management's XOM Position: Q2 2026 in Review

Jacobi Capital Management reduced its ExxonMobil (XOM) stake by 8% in Q2 2026, selling an estimated $660K and leaving 50,395 shares worth $6.89M. The position accounts for 0.34% of the portfolio, ranked #55.

Jacobi Capital Management first reported a position in XOM in Q2 2016 and has held it in 41 quarters since. The position peaked at $9.3M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Jacobi Capital Management held 50,395 shares of ExxonMobil worth $6.89M as of Q2 2026.
  • Jacobi Capital Management sold 4,409 ExxonMobil shares in Q2 2026, an estimated $660K.
  • ExxonMobil made up 0.34% of Jacobi Capital Management's portfolio in Q2 2026, its #55 holding.
  • Jacobi Capital Management first reported a position in ExxonMobil in Q2 2016 and has held it in 41 quarters since.
  • Jacobi Capital Management's ExxonMobil position peaked at $9.3M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.