Jamison Private Wealth Management’s ExxonMobil XOM Stock Holding History

Jamison Private 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	$7.8M	Buy	57,030 +1,335	+2%	+$200K	0.79%	40
2026 Q1	$9.45M	Buy	55,695 +902	+2%	+$132K	1.15%	32
2025 Q4	$6.59M	Buy	54,793 +1,126	+2%	+$131K	0.8%	40
2025 Q3	$6.05M	Buy	53,667 +1,348	+3%	+$150K	0.77%	44
2025 Q2	$5.64M	Sell	52,319 -381	-0.7%	-$40.7K	0.81%	43
2025 Q1	$6.27M	Buy	52,700 +1,056	+2%	+$117K	0.96%	35
2024 Q4	$5.56M	Buy	51,644 +1,420	+3%	+$166K	0.82%	41
2024 Q3	$5.89M	Buy	50,224 +2,055	+4%	+$237K	0.9%	36
2024 Q2	$5.55M	Buy	48,169 +2,782	+6%	+$324K	0.92%	36
2024 Q1	$5.28M	Buy	45,387 +698	+2%	+$73K	0.89%	37
2023 Q4	$4.47M	Buy	44,689 +330	+0.7%	+$34.7K	0.84%	41
2023 Q3	$5.22M	Buy	+44,359	New	+$4.87M	1.08%	32

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

Jamison Private Wealth Management's XOM Position: Q2 2026 in Review

Jamison Private Wealth Management increased its ExxonMobil (XOM) stake by 2.4% in Q2 2026, buying an estimated $200K and bringing the position to 57,030 shares worth $7.8M. The position accounts for 0.79% of the portfolio, ranked #40.

Jamison Private Wealth Management first reported a position in XOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.45M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Jamison Private Wealth Management held 57,030 shares of ExxonMobil worth $7.8M as of Q2 2026.
Jamison Private Wealth Management bought 1,335 ExxonMobil shares in Q2 2026, an estimated $200K.
ExxonMobil made up 0.79% of Jamison Private Wealth Management's portfolio in Q2 2026, its #40 holding.
Jamison Private Wealth Management first reported a position in ExxonMobil in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's ExxonMobil position peaked at $9.45M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.