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JVL Associates’s ExxonMobil XOM Stock Holding History

JVL Associates’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 		$381K Buy
2,789
+780
+39% +$117K 0.11% 53
2026
Q1 		$341K Buy
2,009
+194
+11% +$28.3K 0.11% 49
2025
Q4 		$218K Buy
+1,815
New +$211K 0.07% 61
2025
Q2 		– Sell
-1,778
Closed -$211K – 67
2025
Q1 		$211K Buy
+1,778
New +$197K 0.09% 58
2024
Q4 		– Sell
-1,810
Closed -$212K – 58
2024
Q3 		$212K Buy
+1,810
New +$209K 0.08% 56

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

JVL Associates's XOM Position: Q2 2026 in Review

JVL Associates increased its ExxonMobil (XOM) stake by 39% in Q2 2026, buying an estimated $117K and bringing the position to 2,789 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #53.

JVL Associates first reported a position in XOM in Q3 2024 and has held it in 5 quarters since. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • JVL Associates held 2,789 shares of ExxonMobil worth $381K as of Q2 2026.
  • JVL Associates bought 780 ExxonMobil shares in Q2 2026, an estimated $117K.
  • ExxonMobil made up 0.11% of JVL Associates's portfolio in Q2 2026, its #53 holding.
  • JVL Associates first reported a position in ExxonMobil in Q3 2024 and has held it in 5 quarters since.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.