JFG
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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
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
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

JMG Financial Group's XOM Position: Q1 2026 in Review

JMG Financial Group reduced its ExxonMobil (XOM) stake by 1.5% in Q1 2026, selling an estimated $8.9K and leaving 4,084 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #83.

JMG Financial Group first reported a position in XOM in Q3 2018 and has held it in 27 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • JMG Financial Group held 4,084 shares of ExxonMobil worth $693K as of Q1 2026.
  • JMG Financial Group sold 61 ExxonMobil shares in Q1 2026, an estimated $8.9K.
  • ExxonMobil made up 0.02% of JMG Financial Group's portfolio in Q1 2026, its #83 holding.
  • JMG Financial Group first reported a position in ExxonMobil in Q3 2018 and has held it in 27 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.