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Badgley Phelps Wealth Managers’s ExxonMobil XOM Stock Holding History

Badgley Phelps Wealth Managers’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 		$20.4M Buy
120,275
+4,808
+4% +$702K 0.41% 67
2025
Q4 		$13.9M Buy
115,467
+9,671
+9% +$1.12M 0.25% 96
2025
Q3 		$11.9M Buy
105,796
+3,236
+3% +$360K 0.25% 95
2025
Q2 		$11.1M Buy
102,560
+3,832
+4% +$410K 0.24% 101
2025
Q1 		$11.7M Buy
98,728
+17,578
+22% +$1.94M 0.28% 93
2024
Q4 		$8.73M Sell
81,150
-6,328
-7% -$740K 0.2% 107
2024
Q3 		$10.3M Buy
87,478
+71,100
+434% +$8.21M 0.24% 104
2024
Q2 		$1.89M Buy
16,378
+922
+6% +$107K 0.05% 142
2024
Q1 		$1.8M Sell
15,456
-127
-0.8% -$13.3K 0.04% 142
2023
Q4 		$1.56M Sell
15,583
-433
-3% -$45.5K 0.04% 142
2023
Q3 		$1.88M Buy
16,016
+1,034
+7% +$113K 0.06% 127
2023
Q2 		$1.61M Buy
14,982
+306
+2% +$33.4K 0.05% 136
2023
Q1 		$1.61M Sell
14,676
-71
-0.5% -$7.85K 0.06% 123
2022
Q4 		$1.63M Buy
14,747
+850
+6% +$91.1K 0.07% 123
2022
Q3 		$1.21M Buy
13,897
+754
+6% +$68.8K 0.05% 120
2022
Q2 		$1.13M Sell
13,143
-707
-5% -$63.8K 0.05% 123
2022
Q1 		$1.14M Buy
13,850
+1,612
+13% +$125K 0.04% 127
2021
Q4 		$749K Sell
12,238
-320
-3% -$20K 0.02% 143
2021
Q3 		$739K Buy
+12,558
New +$716K 0.03% 139

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

Badgley Phelps Wealth Managers's XOM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its ExxonMobil (XOM) stake by 4.2% in Q1 2026, buying an estimated $702K and bringing the position to 120,275 shares worth $20.4M. The position accounts for 0.41% of the portfolio, ranked #67.

Badgley Phelps Wealth Managers first reported a position in XOM in Q3 2021 and has held it in 19 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Badgley Phelps Wealth Managers held 120,275 shares of ExxonMobil worth $20.4M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 4,808 ExxonMobil shares in Q1 2026, an estimated $702K.
  • ExxonMobil made up 0.41% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #67 holding.
  • Badgley Phelps Wealth Managers first reported a position in ExxonMobil in Q3 2021 and has held it in 19 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.