JMG Financial Group’s ExxonMobil XOM Stock Holding History

JMG Financial Group’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	$558K	Hold	4,084	–	–	0.01%	92
2026 Q1	$693K	Sell	4,084 -61	-1%	-$8.9K	0.02%	83
2025 Q4	$499K	Hold	4,145	–	–	0.01%	89
2025 Q3	$467K	Hold	4,145	–	–	0.01%	91
2025 Q2	$447K	Sell	4,145 -4	-0.1%	-$428	0.01%	93
2025 Q1	$493K	Sell	4,149 -443	-10%	-$49K	0.02%	87
2024 Q4	$494K	Buy	4,592 +369	+9%	+$43.2K	0.02%	87
2024 Q3	$495K	Hold	4,223	–	–	0.02%	88
2024 Q2	$486K	Hold	4,223	–	–	0.02%	82
2024 Q1	$491K	Buy	4,223 +508	+14%	+$53.2K	0.02%	84
2023 Q4	$371K	Sell	3,715 -100	-3%	-$10.5K	0.02%	95
2023 Q3	$449K	Hold	3,815	–	–	0.02%	82
2023 Q2	$409K	Sell	3,815 -784	-17%	-$85.5K	0.02%	85
2023 Q1	$504K	Sell	4,599 -53	-1%	-$5.86K	0.03%	77
2022 Q4	$513K	Buy	4,652 +784	+20%	+$84K	0.03%	73
2022 Q3	$338K	Hold	3,868	–	–	0.02%	79
2022 Q2	$331K	Buy	3,868 +53	+1%	+$4.78K	0.02%	81
2022 Q1	$315K	Sell	3,815 -400	-9%	-$31.1K	0.02%	72
2021 Q4	$258K	Sell	4,215 -1,465	-26%	-$91.6K	0.01%	78
2021 Q3	$334K	Hold	5,680	–	–	0.02%	70
2021 Q2	$358K	Sell	5,680 -798	-12%	-$47.6K	0.02%	67
2021 Q1	$362K	Buy	+6,478	New	+$340K	0.02%	61
2020 Q1	–	Sell	-3,617	Closed	-$252K	–	84
2019 Q4	$252K	Hold	3,617	–	–	0.02%	68
2019 Q3	$255K	Buy	3,617 +202	+6%	+$14.6K	0.03%	65
2019 Q2	$262K	Hold	3,415	–	–	0.03%	63
2019 Q1	$276K	Hold	3,415	–	–	0.03%	62
2018 Q4	$233K	Hold	3,415	–	–	0.03%	63
2018 Q3	$290K	Buy	+3,415	New	+$279K	0.03%	62

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JMG Financial Group's XOM Position: Q2 2026 in Review

JMG Financial Group held its ExxonMobil (XOM) position steady in Q2 2026 at 4,084 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #92.

JMG Financial Group first reported a position in XOM in Q3 2018 and has held it in 28 quarters since. The position peaked at $693K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

JMG Financial Group held 4,084 shares of ExxonMobil worth $558K as of Q2 2026.
JMG Financial Group left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #92 holding.
JMG Financial Group first reported a position in ExxonMobil in Q3 2018 and has held it in 28 quarters since.
JMG Financial Group's ExxonMobil position peaked at $693K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.