KJWM
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Kiley Juergens Wealth Management’s ExxonMobil XOM Stock Holding History

Kiley Juergens 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 		$3.14M Sell
18,483
-132
-0.7% -$19.3K 0.55% 35
2025
Q4 		$2.24M Sell
18,615
-385
-2% -$44.7K 0.48% 38
2025
Q3 		$2.14M Sell
19,000
-10,177
-35% -$1.13M 0.47% 38
2025
Q2 		$3.15M Buy
29,177
+8,856
+44% +$947K 0.73% 31
2025
Q1 		$2.42M Sell
20,321
-542
-3% -$59.9K 0.64% 34
2024
Q4 		$2.24M Sell
20,863
-86
-0.4% -$10.1K 0.56% 33
2024
Q3 		$2.46M Sell
20,949
-51
-0.2% -$5.89K 0.64% 34
2024
Q2 		$2.42M Buy
21,000
+10,540
+101% +$1.23M 0.67% 33
2024
Q1 		$1.22M Sell
10,460
-865
-8% -$90.5K 0.38% 38
2023
Q4 		$1.13M Sell
11,325
-155
-1% -$16.3K 0.38% 37
2023
Q3 		$1.35M Hold
11,480
– – 0.49% 37
2023
Q2 		$1.23M Buy
11,480
+114
+1% +$12.4K 0.42% 42
2023
Q1 		$1.25M Sell
11,366
-55
-0.5% -$6.08K 0.47% 41
2022
Q4 		$1.26M Buy
11,421
+152
+1% +$16.3K 0.53% 41
2022
Q3 		$983K Sell
11,269
-1,578
-12% -$144K 0.46% 43
2022
Q2 		$1.1M Buy
+12,847
New +$1.16M 0.52% 39
2018
Q4 		– Sell
-7,042
Closed -$598K – 678
2018
Q3 		$598K Buy
7,042
+848
+14% +$69.3K 0.45% 48
2018
Q2 		$512K Buy
6,194
+103
+2% +$8.21K 0.46% 45
2018
Q1 		$454K Sell
6,091
-457
-7% -$36.5K 0.49% 49
2017
Q4 		$547K Buy
+6,548
New +$542K 0.49% 42

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiley Juergens Wealth Management's XOM Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its ExxonMobil (XOM) stake by 0.71% in Q1 2026, selling an estimated $19.3K and leaving 18,483 shares worth $3.14M. The position accounts for 0.55% of the portfolio, ranked #35.

Kiley Juergens Wealth Management first reported a position in XOM in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.15M in Q2 2025. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Kiley Juergens Wealth Management held 18,483 shares of ExxonMobil worth $3.14M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 132 ExxonMobil shares in Q1 2026, an estimated $19.3K.
  • ExxonMobil made up 0.55% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Kiley Juergens Wealth Management first reported a position in ExxonMobil in Q4 2017 and has held it in 20 quarters since.
  • Kiley Juergens Wealth Management's ExxonMobil position peaked at $3.15M in Q2 2025.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.