Jacobsen Capital Management’s ExxonMobil XOM Stock Holding History

Jacobsen 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	$1.07M	Sell	7,814 -11	-0.1%	-$1.65K	0.31%	33
2026 Q1	$1.33M	Sell	7,825 -63	-0.8%	-$9.19K	0.45%	26
2025 Q4	$949K	Sell	7,888 -187	-2%	-$21.7K	0.31%	30
2025 Q3	$910K	Sell	8,075 -126	-2%	-$14K	0.31%	30
2025 Q2	$884K	Buy	8,201 +2,389	+41%	+$255K	0.33%	30
2025 Q1	$691K	Buy	5,812 +253	+5%	+$28K	0.3%	35
2024 Q4	$598K	Sell	5,559 -921	-14%	-$108K	0.25%	39
2024 Q3	$760K	Buy	6,480 +22	+0.3%	+$2.54K	0.32%	32
2024 Q2	$743K	Buy	6,458 +2,815	+77%	+$328K	0.33%	33
2024 Q1	$423K	Sell	3,643 -700	-16%	-$73.2K	0.2%	46
2023 Q4	$434K	Buy	4,343 +254	+6%	+$26.7K	0.22%	43
2023 Q3	$481K	Sell	4,089 -63	-2%	-$6.91K	0.26%	41
2023 Q2	$445K	Sell	4,152 -1,028	-20%	-$112K	0.23%	45
2023 Q1	$568K	Buy	+5,180	New	+$573K	0.3%	34

Other funds holding XOM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Jacobsen Capital Management reduced its ExxonMobil (XOM) stake by 0.14% in Q2 2026, selling an estimated $1.65K and leaving 7,814 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #33.

Jacobsen Capital Management first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.33M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Jacobsen Capital Management held 7,814 shares of ExxonMobil worth $1.07M as of Q2 2026.
Jacobsen Capital Management sold 11 ExxonMobil shares in Q2 2026, an estimated $1.65K.
ExxonMobil made up 0.31% of Jacobsen Capital Management's portfolio in Q2 2026, its #33 holding.
Jacobsen Capital Management first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
Jacobsen Capital Management's ExxonMobil position peaked at $1.33M in Q1 2026.
2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.