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Juncture Wealth Strategies’s ExxonMobil XOM Stock Holding History

Juncture Wealth Strategies’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 		$1.25M Buy
9,149
+4,020
+78% +$602K 0.33% 55
2026
Q1 		$870K Buy
5,129
+121
+2% +$17.7K 0.29% 56
2025
Q4 		$603K Buy
5,008
+877
+21% +$102K 0.2% 66
2025
Q3 		$466K Buy
4,131
+1,841
+80% +$205K 0.16% 77
2025
Q2 		$247K Sell
2,290
-534
-19% -$57.1K 0.09% 109
2025
Q1 		$336K Sell
2,824
-158
-5% -$17.5K 0.13% 97
2024
Q4 		$321K Buy
2,982
+87
+3% +$10.2K 0.12% 102
2024
Q3 		$339K Sell
2,895
-73
-2% -$8.43K 0.13% 92
2024
Q2 		$342K Sell
2,968
-443
-13% -$51.6K 0.14% 79
2024
Q1 		$397K Sell
3,411
-183
-5% -$19.1K 0.17% 75
2023
Q4 		$359K Sell
3,594
-327
-8% -$34.4K 0.16% 87
2023
Q3 		$461K Sell
3,921
-9
-0.2% -$987 0.23% 84
2023
Q2 		$422K Sell
3,930
-865
-18% -$94.4K 0.2% 91
2023
Q1 		$526K Sell
4,795
-1,038
-18% -$115K 0.26% 75
2022
Q4 		$643K Sell
5,833
-13
-0.2% -$1.39K 0.31% 56
2022
Q3 		$510K Sell
5,846
-144
-2% -$13.1K 0.25% 66
2022
Q2 		$513K Buy
5,990
+1,870
+45% +$169K 0.25% 64
2022
Q1 		$340K Sell
4,120
-290
-7% -$22.5K 0.16% 94
2021
Q4 		$270K Buy
4,410
+33
+0.8% +$2.06K 0.13% 112
2021
Q3 		$257K Buy
+4,377
New +$249K 0.14% 106

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Juncture Wealth Strategies's XOM Position: Q2 2026 in Review

Juncture Wealth Strategies increased its ExxonMobil (XOM) stake by 78% in Q2 2026, buying an estimated $602K and bringing the position to 9,149 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #55.

Juncture Wealth Strategies first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. 1,755 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Juncture Wealth Strategies held 9,149 shares of ExxonMobil worth $1.25M as of Q2 2026.
  • Juncture Wealth Strategies bought 4,020 ExxonMobil shares in Q2 2026, an estimated $602K.
  • ExxonMobil made up 0.33% of Juncture Wealth Strategies's portfolio in Q2 2026, its #55 holding.
  • Juncture Wealth Strategies first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • 1,755 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.