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JBR Co Financial Management’s ExxonMobil XOM Stock Holding History

JBR Co Financial 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 		$871K Buy
6,373
+40
+0.6% +$5.99K 0.32% 62
2026
Q1 		$762K Hold
6,333
– – 0.32% 60
2025
Q4 		$762K Sell
6,333
-98
-2% -$11.4K 0.32% 60
2025
Q3 		$725K Sell
6,431
-187
-3% -$20.8K 0.31% 60
2025
Q2 		$713K Sell
6,618
-8,530
-56% -$912K 0.35% 55
2025
Q1 		$1.8M Buy
15,148
+223
+1% +$24.7K 1.05% 24
2024
Q4 		$1.61M Buy
14,925
+90
+0.6% +$10.5K 0.98% 28
2024
Q3 		$1.74M Sell
14,835
-38
-0.3% -$4.39K 1.14% 23
2024
Q2 		$1.71M Buy
14,873
+315
+2% +$36.7K 1.2% 21
2024
Q1 		$1.69M Sell
14,558
-884
-6% -$92.5K 1.35% 22
2023
Q4 		$1.54M Buy
+15,442
New +$1.62M 1.45% 21

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

JBR Co Financial Management's XOM Position: Q2 2026 in Review

JBR Co Financial Management increased its ExxonMobil (XOM) stake by 0.63% in Q2 2026, buying an estimated $5.99K and bringing the position to 6,373 shares worth $871K. The position accounts for 0.32% of the portfolio, ranked #62.

JBR Co Financial Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q1 2025. 1,987 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • JBR Co Financial Management held 6,373 shares of ExxonMobil worth $871K as of Q2 2026.
  • JBR Co Financial Management bought 40 ExxonMobil shares in Q2 2026, an estimated $5.99K.
  • ExxonMobil made up 0.32% of JBR Co Financial Management's portfolio in Q2 2026, its #62 holding.
  • JBR Co Financial Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • JBR Co Financial Management's ExxonMobil position peaked at $1.8M in Q1 2025.
  • 1,987 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.