JF
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Joule Financial’s ExxonMobil XOM Stock Holding History

Joule Financial’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 		– Sell
-6,681
Closed -$1.13M – 122
2026
Q1 		$1.13M Buy
6,681
+199
+3% +$29K 0.33% 34
2025
Q4 		$780K Buy
6,482
+272
+4% +$31.5K 0.23% 45
2025
Q3 		$700K Sell
6,210
-66
-1% -$7.34K 0.21% 51
2025
Q2 		$677K Sell
6,276
-11,162
-64% -$1.19M 0.22% 54
2025
Q1 		$2.07M Buy
17,438
+1,101
+7% +$122K 0.73% 23
2024
Q4 		$1.76M Buy
16,337
+9,990
+157% +$1.17M 0.62% 25
2024
Q3 		$744K Buy
6,347
+234
+4% +$27K 0.27% 43
2024
Q2 		$704K Buy
6,113
+1,516
+33% +$177K 0.29% 43
2024
Q1 		$534K Sell
4,597
-53
-1% -$5.54K 0.22% 49
2023
Q4 		$465K Sell
4,650
-12
-0.3% -$1.26K 0.22% 58
2023
Q3 		$548K Buy
4,662
+960
+26% +$105K 0.28% 48
2023
Q2 		$397K Buy
3,702
+462
+14% +$50.4K 0.2% 61
2023
Q1 		$355K Buy
3,240
+267
+9% +$29.5K 0.19% 62
2022
Q4 		$328K Buy
+2,973
New +$319K 0.22% 67

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Joule Financial's XOM Position: Q2 2026 in Review

Joule Financial sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,681 shares — an estimated $1.13M sold.

Joule Financial first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $2.07M in Q1 2025. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Joule Financial reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Joule Financial sold 6,681 ExxonMobil shares in Q2 2026, an estimated $1.13M.
  • Joule Financial first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
  • Joule Financial's ExxonMobil position peaked at $2.07M in Q1 2025.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.