JGP Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.09M | Sell |
15,276
-41
| -0.3% | -$6.14K | 0.19% | 68 |
|
|
2026
Q1 | $2.6M | Sell |
15,317
-2,008
| -12% | -$293K | 0.27% | 61 |
|
|
2025
Q4 | $2.08M | Sell |
17,325
-121
| -0.7% | -$14K | 0.22% | 70 |
|
|
2025
Q3 | $1.94M | Buy |
17,446
+563
| +3% | +$62.6K | 0.22% | 69 |
|
|
2025
Q2 | $1.82M | Sell |
16,883
-390
| -2% | -$41.7K | 0.22% | 66 |
|
|
2025
Q1 | $2.05M | Buy |
17,273
+332
| +2% | +$36.7K | 0.27% | 60 |
|
|
2024
Q4 | $1.82M | Buy |
16,941
+832
| +5% | +$97.3K | 0.24% | 63 |
|
|
2024
Q3 | $1.89M | Buy |
16,109
+5,919
| +58% | +$683K | 0.24% | 62 |
|
|
2024
Q2 | $1.17M | Buy |
10,190
+516
| +5% | +$60.1K | 0.17% | 73 |
|
|
2024
Q1 | $1.12M | Buy |
9,674
+100
| +1% | +$10.5K | 0.16% | 79 |
|
|
2023
Q4 | $957K | Buy |
9,574
+2,396
| +33% | +$252K | 0.14% | 89 |
|
|
2023
Q3 | $844K | Sell |
7,178
-36
| -0.5% | -$3.95K | 0.14% | 89 |
|
|
2023
Q2 | $774K | Buy |
7,214
+149
| +2% | +$16.3K | 0.13% | 93 |
|
|
2023
Q1 | $775K | Hold |
7,065
| – | – | 0.14% | 86 |
|
|
2022
Q4 | $779K | Sell |
7,065
-285
| -4% | -$30.5K | 0.14% | 86 |
|
|
2022
Q3 | $743K | Buy |
7,350
+493
| +7% | +$45K | 0.16% | 86 |
|
|
2022
Q2 | $571K | Sell |
6,857
-850
| -11% | -$76.7K | 0.12% | 99 |
|
|
2022
Q1 | $669K | Sell |
7,707
-530
| -6% | -$41.2K | 0.12% | 94 |
|
|
2021
Q4 | $550K | Buy |
8,237
+257
| +3% | +$16.1K | 0.1% | 95 |
|
|
2021
Q3 | $469K | Hold |
7,980
| – | – | 0.1% | 100 |
|
|
2021
Q2 | $503K | Buy |
7,980
+75
| +0.9% | +$4.48K | 0.11% | 101 |
|
|
2021
Q1 | $441K | Sell |
7,905
-8,168
| -51% | -$428K | 0.1% | 104 |
|
|
2020
Q4 | $777K | Buy |
16,073
+6,254
| +64% | +$234K | 0.18% | 77 |
|
|
2020
Q3 | $329K | Sell |
9,819
-3,425
| -26% | -$140K | 0.09% | 101 |
|
|
2020
Q2 | $571K | Buy |
13,244
+239
| +2% | +$10.7K | 0.17% | 79 |
|
|
2020
Q1 | $570K | Sell |
13,005
-42,497
| -77% | -$2.35M | 0.2% | 87 |
|
|
2019
Q4 | $3.93M | Sell |
55,502
-15,293
| -22% | -$1.06M | 1.16% | 40 |
|
|
2019
Q3 | $4.75M | Buy |
70,795
+1,294
| +2% | +$93.6K | 1.65% | 18 |
|
|
2019
Q2 | $5.33M | Buy |
69,501
+1,951
| +3% | +$151K | 1.89% | 10 |
|
|
2019
Q1 | $5.46M | Buy |
67,550
+19,217
| +40% | +$1.47M | 2.07% | 7 |
|
|
2018
Q4 | $3.3M | Sell |
48,333
-13,437
| -22% | -$1.05M | 1.36% | 25 |
|
|
2018
Q3 | $5.24M | Buy |
61,770
+615
| +1% | +$50.3K | 2.1% | 6 |
|
|
2018
Q2 | $5.06M | Buy |
+61,155
| New | +$4.87M | 2.11% | 6 |
|
Other funds holding XOM
JGP Wealth Management's XOM Position: Q2 2026 in Review
JGP Wealth Management reduced its ExxonMobil (XOM) stake by 0.27% in Q2 2026, selling an estimated $6.14K and leaving 15,276 shares worth $2.09M. The position accounts for 0.19% of the portfolio, ranked #68.
JGP Wealth Management first reported a position in XOM in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.46M in Q1 2019. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- JGP Wealth Management held 15,276 shares of ExxonMobil worth $2.09M as of Q2 2026.
- JGP Wealth Management sold 41 ExxonMobil shares in Q2 2026, an estimated $6.14K.
- ExxonMobil made up 0.19% of JGP Wealth Management's portfolio in Q2 2026, its #68 holding.
- JGP Wealth Management first reported a position in ExxonMobil in Q2 2018 and has held it in 33 quarters since.
- JGP Wealth Management's ExxonMobil position peaked at $5.46M in Q1 2019.
- 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.