JDH Wealth Management’s ExxonMobil XOM Stock Holding History

JDH 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
2025 Q2	–	Sell	-5,201	Closed	-$619K	–	53
2025 Q1	$619K	Sell	5,201 -109	-2%	-$12.1K	0.53%	26
2024 Q4	$571K	Buy	+5,310	New	+$621K	0.5%	26

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JDH Wealth Management's XOM Position: Q2 2025 in Review

JDH Wealth Management sold out of ExxonMobil (XOM) in Q2 2025, closing a stake of 5,201 shares — an estimated $619K sold.

JDH Wealth Management first reported a position in XOM in Q4 2024 and held it in 2 quarters. The position peaked at $619K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

JDH Wealth Management reported no remaining ExxonMobil position as of Q2 2025 after selling out during the quarter.
JDH Wealth Management sold 5,201 ExxonMobil shares in Q2 2025, an estimated $619K.
JDH Wealth Management first reported a position in ExxonMobil in Q4 2024 and held it in 2 quarters.
JDH Wealth Management's ExxonMobil position peaked at $619K in Q1 2025.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on JDH Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.