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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
Q2 		$16.9M Buy
123,778
+3,503
+3% +$524K 0.3% 86
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 $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

Badgley Phelps Wealth Managers's XOM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its ExxonMobil (XOM) stake by 2.9% in Q2 2026, buying an estimated $524K and bringing the position to 123,778 shares worth $16.9M. The position accounts for 0.3% of the portfolio, ranked #86.

Badgley Phelps Wealth Managers first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.4M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Badgley Phelps Wealth Managers held 123,778 shares of ExxonMobil worth $16.9M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 3,503 ExxonMobil shares in Q2 2026, an estimated $524K.
  • ExxonMobil made up 0.3% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #86 holding.
  • Badgley Phelps Wealth Managers first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's ExxonMobil position peaked at $20.4M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.