BAM Wealth Management
XOM icon

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
Q3 		$331K Buy
+2,034
New +$318K 0.18% 142
2026
Q2 		– Sell
-1,292
Closed -$219K – 188
2026
Q1 		$219K Buy
+1,292
New +$189K 0.16% 143

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BAM Wealth Management's XOM Position: Q3 2026 in Review

BAM Wealth Management opened a new position in ExxonMobil (XOM) in Q3 2026: 2,034 shares worth $331K. The stake represents 0.18% of the portfolio and ranks #142 among its holdings. This is a return to the name: BAM Wealth Management previously reported a position in XOM as recently as Q1 2026.

BAM Wealth Management first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. 3,568 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • BAM Wealth Management held 2,034 shares of ExxonMobil worth $331K as of Q3 2026.
  • ExxonMobil was a new BAM Wealth Management position in Q3 2026.
  • ExxonMobil made up 0.18% of BAM Wealth Management's portfolio in Q3 2026, its #142 holding.
  • BAM Wealth Management first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • 3,568 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.