WJWM
XOM icon

Williams Jones Wealth Management’s ExxonMobil XOM Stock Holding History

Williams Jones 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
Q2 		$40.5M Sell
296,164
-16,264
-5% -$2.43M 0.46% 47
2026
Q1 		$53M Sell
312,428
-5,231
-2% -$763K 0.65% 45
2025
Q4 		$38.2M Sell
317,659
-1,856
-0.6% -$215K 0.43% 53
2025
Q3 		$36M Buy
319,515
+410
+0.1% +$45.6K 0.41% 54
2025
Q2 		$34.4M Sell
319,105
-7,412
-2% -$792K 0.41% 52
2025
Q1 		$38.8M Sell
326,517
-2,379
-0.7% -$263K 0.5% 46
2024
Q4 		$35.4M Sell
328,896
-1,448
-0.4% -$169K 0.43% 49
2024
Q3 		$38.7M Sell
330,344
-1,679
-0.5% -$194K 0.45% 45
2024
Q2 		$38.2M Buy
332,023
+2,470
+0.7% +$288K 0.47% 45
2024
Q1 		$38.3M Sell
329,553
-3,754
-1% -$393K 0.49% 47
2023
Q4 		$33.3M Sell
333,307
-7,579
-2% -$797K 0.47% 45
2023
Q3 		$40.1M Sell
340,886
-2,216
-0.6% -$243K 0.62% 40
2023
Q2 		$36.8M Sell
343,102
-26,678
-7% -$2.91M 0.55% 43
2023
Q1 		$40.6M Buy
369,780
+566
+0.2% +$62.6K 0.64% 36
2022
Q4 		$40.7M Sell
369,214
-6,703
-2% -$718K 0.68% 35
2022
Q3 		$32.8M Buy
375,917
+13,211
+4% +$1.21M 0.57% 39
2022
Q2 		$31.1M Buy
362,706
+97,738
+37% +$8.82M 0.5% 42
2022
Q1 		$21.9M Buy
264,968
+51,875
+24% +$4.03M 0.3% 63
2021
Q4 		$13M Buy
213,093
+19,886
+10% +$1.24M 0.16% 86
2021
Q3 		$11.4M Sell
193,207
-8,799
-4% -$501K 0.16% 91
2021
Q2 		$12.7M Buy
202,006
+2,093
+1% +$125K 0.18% 88
2021
Q1 		$11.2M Buy
199,913
+11,974
+6% +$628K 0.17% 88
2020
Q4 		$7.75M Sell
187,939
-6,795
-3% -$255K 0.13% 98
2020
Q3 		$6.68M Sell
194,734
-17,536
-8% -$717K 0.12% 98
2020
Q2 		$9.49M Sell
212,270
-14,436
-6% -$647K 0.19% 81
2020
Q1 		$8.61M Sell
226,706
-12,495
-5% -$690K 0.22% 73
2019
Q4 		$16.7M Sell
239,201
-11,258
-4% -$778K 0.32% 66
2019
Q3 		$17.7M Buy
+250,459
New +$18.1M 0.36% 62

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Williams Jones Wealth Management's XOM Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its ExxonMobil (XOM) stake by 5.2% in Q2 2026, selling an estimated $2.43M and leaving 296,164 shares worth $40.5M. The position accounts for 0.46% of the portfolio, ranked #47.

Williams Jones Wealth Management first reported a position in XOM in Q3 2019 and has held it in 28 quarters since. The position peaked at $53M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Williams Jones Wealth Management held 296,164 shares of ExxonMobil worth $40.5M as of Q2 2026.
  • Williams Jones Wealth Management sold 16,264 ExxonMobil shares in Q2 2026, an estimated $2.43M.
  • ExxonMobil made up 0.46% of Williams Jones Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Williams Jones Wealth Management first reported a position in ExxonMobil in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's ExxonMobil position peaked at $53M in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.