JWM
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JGP Wealth Management’s ExxonMobil XOM Stock Holding History

JGP 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
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

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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. 1,598 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.
  • 1,598 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.