JPL Wealth Management’s ExxonMobil XOM Stock Holding History

JPL 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	$5.64M	Sell	41,274 -1,252	-3%	-$187K	1.12%	29
2026 Q1	$7.21M	Buy	42,526 +878	+2%	+$128K	1.66%	16
2025 Q4	$5.01M	Sell	41,648 -1,286	-3%	-$149K	1.22%	29
2025 Q3	$4.84M	Buy	42,934 +1,066	+3%	+$119K	1.15%	29
2025 Q2	$4.51M	Buy	41,868 +1,999	+5%	+$214K	1.22%	31
2025 Q1	$4.74M	Buy	39,869 +2,288	+6%	+$253K	1.35%	22
2024 Q4	$4.04M	Buy	+37,581	New	+$4.4M	1.16%	28
2024 Q2	$2.92M	Buy	25,404 +23,319	+1,118%	+$2.72M	1.43%	22
2024 Q1	$242K	Sell	2,085 -133	-6%	-$13.9K	0.13%	101
2023 Q4	$222K	Buy	+2,218	New	+$233K	0.16%	97

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 $3.38T AUM 44.17% 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

JPL Wealth Management's XOM Position: Q2 2026 in Review

JPL Wealth Management reduced its ExxonMobil (XOM) stake by 2.9% in Q2 2026, selling an estimated $187K and leaving 41,274 shares worth $5.64M. The position accounts for 1.12% of the portfolio, ranked #29.

JPL Wealth Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.21M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

JPL Wealth Management held 41,274 shares of ExxonMobil worth $5.64M as of Q2 2026.
JPL Wealth Management sold 1,252 ExxonMobil shares in Q2 2026, an estimated $187K.
ExxonMobil made up 1.12% of JPL Wealth Management's portfolio in Q2 2026, its #29 holding.
JPL Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's ExxonMobil position peaked at $7.21M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.