Jupiter Wealth Management’s ExxonMobil XOM Stock Holding History

Jupiter 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	$985K	Buy	6,500 +1,500	+30%	+$219K	0.39%	50
2025 Q4	$750K	Hold	5,000	–	–	0.33%	52
2025 Q3	$564K	Hold	5,000	–	–	0.27%	59
2025 Q2	$538K	Hold	5,000	–	–	0.27%	59
2025 Q1	$532K	Hold	5,000	–	–	0.32%	52
2024 Q4	$538K	Hold	5,000	–	–	0.27%	61
2024 Q3	$586K	Hold	5,000	–	–	0.3%	61
2024 Q2	$593K	Sell	5,000 -2,000	-29%	-$233K	0.31%	57
2024 Q1	$813K	Buy	7,000 +2,000	+40%	+$209K	0.43%	52
2023 Q4	$500K	Hold	5,000	–	–	0.29%	61
2023 Q3	$519K	Sell	5,000 -9,000	-64%	-$987K	0.34%	58
2023 Q2	$1.5M	Hold	14,000	–	–	1.29%	22
2023 Q1	$1.54M	Hold	14,000	–	–	1.41%	22
2022 Q4	$1.54M	Sell	14,000 -2,000	-13%	-$214K	1.49%	23
2022 Q3	$1.4M	Buy	16,000 +4,000	+33%	+$365K	1.4%	25
2022 Q2	$1.03M	Sell	12,000 -1,000	-8%	-$90.2K	0.94%	29
2022 Q1	$1.07M	Buy	13,000 +8,000	+160%	+$622K	0.67%	36
2021 Q4	$305K	Buy	+5,000	New	+$312K	0.16%	73
2020 Q3	–	Sell	-6,566	Closed	-$279K	–	91
2020 Q2	$279K	Hold	6,566	–	–	0.14%	66
2020 Q1	$283K	Sell	6,566 -36,991	-85%	-$2.04M	0.16%	57
2019 Q4	$3.01M	Buy	43,557 +2,880	+7%	+$199K	1.46%	26
2019 Q3	$2.87M	Sell	40,677 -35	-0.1%	-$2.53K	1.53%	25
2019 Q2	$3.07M	Buy	40,712 +145	+0.4%	+$11.2K	1.52%	27
2019 Q1	$3.29M	Buy	+40,567	New	+$3.09M	1.59%	27

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 Wealth Management's XOM Position: Q1 2026 in Review

Jupiter Wealth Management increased its ExxonMobil (XOM) stake by 30% in Q1 2026, buying an estimated $219K and bringing the position to 6,500 shares worth $985K. The position accounts for 0.39% of the portfolio, ranked #50.

Jupiter Wealth Management first reported a position in XOM in Q1 2019 and has held it in 24 quarters since. The position peaked at $3.29M in Q1 2019. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Jupiter Wealth Management held 6,500 shares of ExxonMobil worth $985K as of Q1 2026.
Jupiter Wealth Management bought 1,500 ExxonMobil shares in Q1 2026, an estimated $219K.
ExxonMobil made up 0.39% of Jupiter Wealth Management's portfolio in Q1 2026, its #50 holding.
Jupiter Wealth Management first reported a position in ExxonMobil in Q1 2019 and has held it in 24 quarters since.
Jupiter Wealth Management's ExxonMobil position peaked at $3.29M in Q1 2019.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.