JWM
XOM icon

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
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
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

JPL Wealth Management's XOM Position: Q1 2026 in Review

JPL Wealth Management increased its ExxonMobil (XOM) stake by 2.1% in Q1 2026, buying an estimated $128K and bringing the position to 42,526 shares worth $7.21M. The position accounts for 1.66% of the portfolio, ranked #16.

JPL Wealth Management first reported a position in XOM in Q4 2023 and has held it in 9 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • JPL Wealth Management held 42,526 shares of ExxonMobil worth $7.21M as of Q1 2026.
  • JPL Wealth Management bought 878 ExxonMobil shares in Q1 2026, an estimated $128K.
  • ExxonMobil made up 1.66% of JPL Wealth Management's portfolio in Q1 2026, its #16 holding.
  • JPL Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 9 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.