JWM
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Jeppson Wealth Management’s ExxonMobil XOM Stock Holding History

Jeppson 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
Q1 		$8.44M Sell
49,768
-3,621
-7% -$528K 2.65% 6
2025
Q4 		$6.42M Sell
53,389
-3,050
-5% -$354K 2.03% 8
2025
Q3 		$6.36M Sell
56,439
-605
-1% -$67.3K 2.03% 8
2025
Q2 		$6.15M Buy
57,044
+1,496
+3% +$160K 2.13% 8
2025
Q1 		$6.61M Buy
55,548
+621
+1% +$68.7K 2.42% 6
2024
Q4 		$5.91M Buy
54,927
+655
+1% +$76.6K 2.14% 7
2024
Q3 		$6.36M Sell
54,272
-443
-0.8% -$51.2K 2.28% 6
2024
Q2 		$6.3M Sell
54,715
-607
-1% -$70.7K 2.4% 6
2024
Q1 		$6.43M Sell
55,322
-1,535
-3% -$161K 2.5% 6
2023
Q4 		$5.68M Sell
56,857
-885
-2% -$93K 2.35% 5
2023
Q3 		$6.79M Sell
57,742
-1,975
-3% -$217K 3.11% 4
2023
Q2 		$6.4M Sell
59,717
-7,402
-11% -$808K 2.79% 4
2023
Q1 		$7.36M Sell
67,119
-8,754
-12% -$968K 3.2% 4
2022
Q4 		$8.37M Sell
75,873
-16,779
-18% -$1.8M 3.52% 5
2022
Q3 		$8.09M Sell
92,652
-10,057
-10% -$918K 3.67% 5
2022
Q2 		$8.8M Buy
102,709
+79,113
+335% +$7.14M 3.78% 5
2022
Q1 		$1.95M Sell
23,596
-1,501
-6% -$117K 0.91% 24
2021
Q4 		$1.54M Sell
25,097
-216
-0.9% -$13.5K 0.74% 26
2021
Q3 		$1.49M Sell
25,313
-530
-2% -$30.2K 0.78% 26
2021
Q2 		$1.63M Sell
25,843
-125
-0.5% -$7.46K 0.89% 23
2021
Q1 		$1.45M Sell
25,968
-58
-0.2% -$3.04K 0.86% 23
2020
Q4 		$1.07M Buy
26,026
+1,980
+8% +$74.2K 0.71% 33
2020
Q3 		$825K Buy
+24,046
New +$983K 0.65% 40

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jeppson Wealth Management's XOM Position: Q1 2026 in Review

Jeppson Wealth Management reduced its ExxonMobil (XOM) stake by 6.8% in Q1 2026, selling an estimated $528K and leaving 49,768 shares worth $8.44M. The position accounts for 2.65% of the portfolio, ranked #6.

Jeppson Wealth Management first reported a position in XOM in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.8M in Q2 2022. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Jeppson Wealth Management held 49,768 shares of ExxonMobil worth $8.44M as of Q1 2026.
  • Jeppson Wealth Management sold 3,621 ExxonMobil shares in Q1 2026, an estimated $528K.
  • ExxonMobil made up 2.65% of Jeppson Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Jeppson Wealth Management first reported a position in ExxonMobil in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's ExxonMobil position peaked at $8.8M in Q2 2022.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.