Jacobson & Schmitt Advisors’s ExxonMobil XOM Stock Holding History

Jacobson & Schmitt Advisors’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	$241K	Sell	1,762 -67	-4%	-$10K	0.04%	77
2026 Q1	$310K	Buy	+1,829	New	+$267K	0.06%	64
2025 Q4	–	Sell	-2,416	Closed	-$272K	–	87
2025 Q3	$272K	Buy	+2,416	New	+$269K	0.05%	77
2018 Q3	–	Sell	-3,626	Closed	-$300K	–	49
2018 Q2	$300K	Buy	3,626 +30	+0.8%	+$2.39K	0.2%	42
2018 Q1	$268K	Buy	3,596 +19	+0.5%	+$1.52K	0.18%	40
2017 Q4	$299K	Sell	3,577 -600	-14%	-$49.6K	0.2%	39
2017 Q3	$342K	Hold	4,177	–	–	0.23%	36
2017 Q2	$337K	Sell	4,177 -137	-3%	-$11.2K	0.23%	35
2017 Q1	$354K	Buy	+4,314	New	+$360K	0.25%	35
2016 Q4	–	Sell	-3,379	Closed	-$295K	–	38
2016 Q3	$295K	Buy	+3,379	New	+$300K	0.24%	34

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Jacobson & Schmitt Advisors's XOM Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its ExxonMobil (XOM) stake by 3.7% in Q2 2026, selling an estimated $10K and leaving 1,762 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #77.

Jacobson & Schmitt Advisors first reported a position in XOM in Q3 2016 and has held it in 10 quarters since. The position peaked at $354K in Q1 2017. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Jacobson & Schmitt Advisors held 1,762 shares of ExxonMobil worth $241K as of Q2 2026.
Jacobson & Schmitt Advisors sold 67 ExxonMobil shares in Q2 2026, an estimated $10K.
ExxonMobil made up 0.04% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #77 holding.
Jacobson & Schmitt Advisors first reported a position in ExxonMobil in Q3 2016 and has held it in 10 quarters since.
Jacobson & Schmitt Advisors's ExxonMobil position peaked at $354K in Q1 2017.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.