JWWM
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Johnson & White Wealth Management’s ExxonMobil XOM Stock Holding History

Johnson & White 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 		$2.16M Buy
15,780
+192
+1% +$28.7K 0.81% 30
2026
Q1 		$2.64M Sell
15,588
-210
-1% -$30.6K 1.12% 22
2025
Q4 		$1.9M Sell
15,798
-67
-0.4% -$7.77K 0.83% 28
2025
Q3 		$1.79M Sell
15,865
-145
-0.9% -$16.1K 0.82% 31
2025
Q2 		$1.73M Buy
16,010
+3,742
+31% +$400K 0.87% 29
2025
Q1 		$1.46M Buy
12,268
+257
+2% +$28.4K 0.82% 32
2024
Q4 		$1.29M Buy
12,011
+489
+4% +$57.2K 0.78% 32
2024
Q3 		$1.35M Buy
11,522
+412
+4% +$47.6K 1.16% 23
2024
Q2 		$1.28M Buy
11,110
+924
+9% +$108K 1.22% 22
2024
Q1 		$1.18M Buy
10,186
+699
+7% +$73.1K 0.86% 32
2023
Q4 		$949K Buy
9,487
+383
+4% +$40.3K 0.79% 33
2023
Q3 		$1.07M Buy
9,104
+77
+0.9% +$8.45K 0.97% 30
2023
Q2 		$968K Buy
9,027
+123
+1% +$13.4K 1.33% 19
2023
Q1 		$976K Buy
+8,904
New +$985K 0.87% 31
2022
Q4 		– Sell
-2,445
Closed -$213K – 130
2022
Q3 		$213K Buy
+2,445
New +$223K 0.24% 71

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Johnson & White Wealth Management's XOM Position: Q2 2026 in Review

Johnson & White Wealth Management increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $28.7K and bringing the position to 15,780 shares worth $2.16M. The position accounts for 0.81% of the portfolio, ranked #30.

Johnson & White Wealth Management first reported a position in XOM in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Johnson & White Wealth Management held 15,780 shares of ExxonMobil worth $2.16M as of Q2 2026.
  • Johnson & White Wealth Management bought 192 ExxonMobil shares in Q2 2026, an estimated $28.7K.
  • ExxonMobil made up 0.81% of Johnson & White Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Johnson & White Wealth Management first reported a position in ExxonMobil in Q3 2022 and has held it in 15 quarters since.
  • Johnson & White Wealth Management's ExxonMobil position peaked at $2.64M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.