Jupiter Asset Management’s ExxonMobil XOM Stock Holding History

Jupiter Asset 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	$15.1M	Buy	89,285 +49,666	+125%	+$7.25M	0.08%	242
2025 Q4	$4.77M	Hold	39,619	–	–	0.04%	269
2025 Q3	$4.47M	Sell	39,619 -14,641	-27%	-$1.63M	0.04%	270
2025 Q2	$5.85M	Hold	54,260	–	–	0.05%	265
2025 Q1	$6.45M	Hold	54,260	–	–	0.06%	259
2024 Q4	$5.84M	Sell	54,260 -12,821	-19%	-$1.5M	0.06%	262
2024 Q3	$7.86M	Hold	67,081	–	–	0.07%	243
2024 Q2	$7.72M	Hold	67,081	–	–	0.07%	234
2024 Q1	$7.8M	Sell	67,081 -5,484	-8%	-$574K	0.07%	234
2023 Q4	$7.26M	Sell	72,565 -9,403	-11%	-$988K	0.07%	236
2023 Q3	$9.64M	Hold	81,968	–	–	0.11%	203
2023 Q2	$8.79M	Buy	81,968 +38,344	+88%	+$4.18M	0.1%	223
2023 Q1	$4.78M	Hold	43,624	–	–	0.07%	220
2022 Q4	$4.81M	Sell	43,624 -2,464	-5%	-$264K	0.07%	224
2022 Q3	$4.02M	Sell	46,088 -127	-0.3%	-$11.6K	0.06%	262
2022 Q2	$3.96M	Buy	46,215 +25,045	+118%	+$2.26M	0.06%	262
2022 Q1	$1.75M	Buy	21,170 +16,421	+346%	+$1.28M	0.02%	365
2021 Q4	$289K	Sell	4,749 -41,209	-90%	-$2.58M	﹤0.01%	518
2021 Q3	$2.7M	Buy	45,958 +16,588	+56%	+$945K	0.03%	318
2021 Q2	$1.85M	Sell	29,370 -1,036,489	-97%	-$61.9M	0.02%	391
2021 Q1	$59.5M	Buy	1,065,859 +1,035,292	+3,387%	+$54.3M	0.59%	42
2020 Q4	$1.26M	Buy	30,567 +20,104	+192%	+$754K	0.01%	448
2020 Q3	$359K	Buy	+10,463	New	+$428K	﹤0.01%	525
2017 Q3	–	Sell	-25,000	Closed	-$2.02M	–	227
2017 Q2	$2.02M	Hold	25,000	–	–	0.07%	197
2017 Q1	$2.05M	Hold	25,000	–	–	0.07%	199
2016 Q4	$2.26M	Buy	25,000 +5,000	+25%	+$437K	0.08%	188
2016 Q3	$1.75M	Hold	20,000	–	–	0.07%	190
2016 Q2	$1.88M	Buy	+20,000	New	+$1.77M	0.07%	189
2015 Q1	–	Sell	-20,000	Closed	-$1.85M	–	236
2014 Q4	$1.85M	Sell	20,000 -45,565	-69%	-$4.25M	0.06%	206
2014 Q3	$6.17M	Buy	65,565 +18,375	+39%	+$1.83M	0.21%	107
2014 Q2	$4.75M	Buy	47,190 +34,900	+284%	+$3.52M	0.15%	177
2014 Q1	$1.2M	Buy	+12,290	New	+$1.17M	0.04%	219

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Asset Management's XOM Position: Q1 2026 in Review

Jupiter Asset Management increased its ExxonMobil (XOM) stake by 125% in Q1 2026, buying an estimated $7.25M and bringing the position to 89,285 shares worth $15.1M. The position accounts for 0.08% of the portfolio, ranked #242.

Jupiter Asset Management first reported a position in XOM in Q1 2014 and has held it in 32 quarters since. The position peaked at $59.5M in Q1 2021. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Jupiter Asset Management held 89,285 shares of ExxonMobil worth $15.1M as of Q1 2026.
Jupiter Asset Management bought 49,666 ExxonMobil shares in Q1 2026, an estimated $7.25M.
ExxonMobil made up 0.08% of Jupiter Asset Management's portfolio in Q1 2026, its #242 holding.
Jupiter Asset Management first reported a position in ExxonMobil in Q1 2014 and has held it in 32 quarters since.
Jupiter Asset Management's ExxonMobil position peaked at $59.5M in Q1 2021.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.