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JNBA Financial Advisors’s ExxonMobil XOM Stock Holding History

JNBA Financial Advisors’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 		$1.61M Buy
11,807
+3,043
+35% +$455K 0.12% 74
2026
Q1 		$1.49M Sell
8,764
-720
-8% -$105K 0.12% 72
2025
Q4 		$1.14M Sell
9,484
-65
-0.7% -$7.54K 0.1% 88
2025
Q3 		$1.08M Buy
9,549
+100
+1% +$11.1K 0.1% 90
2025
Q2 		$1.02M Hold
9,449
– – 0.1% 90
2025
Q1 		$1.12M Sell
9,449
-90
-0.9% -$9.95K 0.12% 83
2024
Q4 		$1.03M Sell
9,539
-158
-2% -$18.5K 0.1% 87
2024
Q3 		$1.14M Buy
9,697
+29
+0.3% +$3.35K 0.11% 82
2024
Q2 		$1.11M Buy
9,668
+984
+11% +$115K 0.12% 85
2024
Q1 		$1.01M Sell
8,684
-10
-0.1% -$1.05K 0.11% 93
2023
Q4 		$869K Sell
8,694
-301
-3% -$31.6K 0.1% 104
2023
Q3 		$1.06M Buy
8,995
+527
+6% +$57.8K 0.13% 91
2023
Q2 		$908K Sell
8,468
-292
-3% -$31.9K 0.11% 105
2023
Q1 		$961K Buy
8,760
+384
+5% +$42.5K 0.13% 97
2022
Q4 		$924K Sell
8,376
-78
-0.9% -$8.36K 0.13% 100
2022
Q3 		$738K Sell
8,454
-350
-4% -$32K 0.11% 104
2022
Q2 		$754K Sell
8,804
-759
-8% -$68.5K 0.11% 103
2022
Q1 		$790K Sell
9,563
-942
-9% -$73.2K 0.1% 103
2021
Q4 		$643K Buy
10,505
+303
+3% +$18.9K 0.08% 115
2021
Q3 		$600K Sell
10,202
-716
-7% -$40.8K 0.08% 113
2021
Q2 		$689K Sell
10,918
-262
-2% -$15.6K 0.09% 105
2021
Q1 		$624K Sell
11,180
-1,294
-10% -$67.8K 0.09% 106
2020
Q4 		$514K Sell
12,474
-4,763
-28% -$179K 0.08% 108
2020
Q3 		$592K Buy
17,237
+171
+1% +$6.99K 0.12% 90
2020
Q2 		$763K Buy
17,066
+536
+3% +$24K 0.16% 85
2020
Q1 		$628K Sell
16,530
-815
-5% -$45K 0.15% 83
2019
Q4 		$1.21M Buy
17,345
+321
+2% +$22.2K 0.23% 64
2019
Q3 		$1.2M Sell
17,024
-828
-5% -$59.9K 0.24% 58
2019
Q2 		$1.37M Sell
17,852
-32
-0.2% -$2.48K 0.28% 53
2019
Q1 		$1.45M Sell
17,884
-413
-2% -$31.5K 0.31% 44
2018
Q4 		$1.25M Buy
18,297
+5,164
+39% +$405K 0.28% 43
2018
Q3 		$1.12M Sell
13,133
-7,624
-37% -$623K 0.5% 51
2018
Q2 		$1.72M Sell
20,757
-231
-1% -$18.4K 0.36% 36
2018
Q1 		$1.57M Sell
20,988
-192
-0.9% -$15.3K 0.34% 37
2017
Q4 		$1.77M Sell
21,180
-780
-4% -$64.5K 0.37% 35
2017
Q3 		$1.8M Sell
21,960
-446
-2% -$35.4K 0.4% 30
2017
Q2 		$1.81M Buy
22,406
+1,900
+9% +$155K 0.41% 29
2017
Q1 		$1.68M Sell
20,506
-641
-3% -$53.6K 0.4% 29
2016
Q4 		$1.91M Sell
21,147
-21,504
-50% -$1.88M 0.46% 27
2016
Q3 		$3.72M Buy
42,651
+16,597
+64% +$1.47M 0.54% 20
2016
Q2 		$2.44M Sell
26,054
-965
-4% -$85.3K 0.68% 22
2016
Q1 		$2.26M Buy
27,019
+356
+1% +$28.5K 0.81% 18
2015
Q4 		$2.08M Buy
26,663
+645
+2% +$51.6K 0.8% 18
2015
Q3 		$1.93M Buy
26,018
+1,464
+6% +$113K 0.82% 18
2015
Q2 		$2.04M Sell
24,554
-921
-4% -$79.2K 0.77% 18
2015
Q1 		$2.17M Sell
25,475
-132
-0.5% -$11.7K 0.83% 17
2014
Q4 		$2.37M Buy
25,607
+705
+3% +$65.7K 0.95% 17
2014
Q3 		$2.34M Buy
24,902
+1,268
+5% +$126K 1.06% 18
2014
Q2 		$2.38M Buy
23,634
+159
+0.7% +$16K 1.15% 15
2014
Q1 		$2.29M Sell
23,475
-317
-1% -$30.2K 1.21% 16
2013
Q4 		$2.41M Sell
23,792
-819
-3% -$75.7K 1.32% 16
2013
Q3 		$2.12M Sell
24,611
-269
-1% -$24.3K 1.32% 17
2013
Q2 		$2.25M Buy
+24,880
New +$2.24M 1.54% 17

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

JNBA Financial Advisors's XOM Position: Q2 2026 in Review

JNBA Financial Advisors increased its ExxonMobil (XOM) stake by 35% in Q2 2026, buying an estimated $455K and bringing the position to 11,807 shares worth $1.61M. The position accounts for 0.12% of the portfolio, ranked #74.

JNBA Financial Advisors first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.72M in Q3 2016. 1,571 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • JNBA Financial Advisors held 11,807 shares of ExxonMobil worth $1.61M as of Q2 2026.
  • JNBA Financial Advisors bought 3,043 ExxonMobil shares in Q2 2026, an estimated $455K.
  • ExxonMobil made up 0.12% of JNBA Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • JNBA Financial Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's ExxonMobil position peaked at $3.72M in Q3 2016.
  • 1,571 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.