JVL Associates
XOM icon

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
Q3 		$466K Buy
2,862
+73
+3% +$11.4K 0.13% 50
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JVL Associates's XOM Position: Q3 2026 in Review

JVL Associates increased its ExxonMobil (XOM) stake by 2.6% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,862 shares worth $466K. The position accounts for 0.13% of the portfolio, ranked #50.

JVL Associates first reported a position in XOM in Q3 2024 and has held it in 6 quarters since. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • JVL Associates held 2,862 shares of ExxonMobil worth $466K as of Q3 2026.
  • JVL Associates bought 73 ExxonMobil shares in Q3 2026, an estimated $11.4K.
  • ExxonMobil made up 0.13% of JVL Associates's portfolio in Q3 2026, its #50 holding.
  • JVL Associates first reported a position in ExxonMobil in Q3 2024 and has held it in 6 quarters since.
  • 2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.