Jeppson Wealth Management
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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
Q3 		$7.86M Buy
48,294
+1,075
+2% +$168K 2.24% 6
2026
Q2 		$6.46M Sell
47,219
-2,549
-5% -$382K 1.9% 8
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jeppson Wealth Management's XOM Position: Q3 2026 in Review

Jeppson Wealth Management increased its ExxonMobil (XOM) stake by 2.3% in Q3 2026, buying an estimated $168K and bringing the position to 48,294 shares worth $7.86M. The position accounts for 2.24% of the portfolio, ranked #6.

Jeppson Wealth Management first reported a position in XOM in Q3 2020 and has held it in 25 quarters since. The position peaked at $8.8M in Q2 2022. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Jeppson Wealth Management held 48,294 shares of ExxonMobil worth $7.86M as of Q3 2026.
  • Jeppson Wealth Management bought 1,075 ExxonMobil shares in Q3 2026, an estimated $168K.
  • ExxonMobil made up 2.24% of Jeppson Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Jeppson Wealth Management first reported a position in ExxonMobil in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's ExxonMobil position peaked at $8.8M in Q2 2022.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.