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BAM Wealth Management’s ExxonMobil XOM Stock Holding History

BAM 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 		– Sell
-1,292
Closed -$219K – 188
2026
Q1 		$219K Buy
+1,292
New +$189K 0.16% 143

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BAM Wealth Management's XOM Position: Q2 2026 in Review

BAM Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,292 shares — an estimated $219K sold.

BAM Wealth Management first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 2,678 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BAM Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 1,292 ExxonMobil shares in Q2 2026, an estimated $219K.
  • BAM Wealth Management first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • BAM Wealth Management's ExxonMobil position peaked at $219K in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.