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 Q3	$9.8M	Buy	60,096 +3,066	+5%	+$479K	0.99%	37
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jamison Private Wealth Management's XOM Position: Q3 2026 in Review

Jamison Private Wealth Management increased its ExxonMobil (XOM) stake by 5.4% in Q3 2026, buying an estimated $479K and bringing the position to 60,096 shares worth $9.8M. The position accounts for 0.99% of the portfolio, ranked #37.

Jamison Private Wealth Management first reported a position in XOM in Q3 2023 and has held it in 13 quarters since. 3,582 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Jamison Private Wealth Management held 60,096 shares of ExxonMobil worth $9.8M as of Q3 2026.
Jamison Private Wealth Management bought 3,066 ExxonMobil shares in Q3 2026, an estimated $479K.
ExxonMobil made up 0.99% of Jamison Private Wealth Management's portfolio in Q3 2026, its #37 holding.
Jamison Private Wealth Management first reported a position in ExxonMobil in Q3 2023 and has held it in 13 quarters since.
3,582 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.