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BankPlus Trust Department’s ExxonMobil XOM Stock Holding History

BankPlus Trust Department’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 		$5.01M Sell
29,511
-898
-3% -$131K 1.34% 9
2025
Q4 		$3.66M Buy
30,409
+968
+3% +$112K 0.96% 17
2025
Q3 		$3.32M Buy
29,441
+600
+2% +$66.7K 0.89% 23
2025
Q2 		$3.11M Buy
28,841
+6,101
+27% +$652K 0.92% 20
2025
Q1 		$2.7M Buy
22,740
+1,510
+7% +$167K 0.9% 23
2024
Q4 		$2.28M Buy
+21,230
New +$2.48M 0.75% 26

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

BankPlus Trust Department's XOM Position: Q1 2026 in Review

BankPlus Trust Department reduced its ExxonMobil (XOM) stake by 3% in Q1 2026, selling an estimated $131K and leaving 29,511 shares worth $5.01M. The position accounts for 1.34% of the portfolio, ranked #9.

BankPlus Trust Department first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • BankPlus Trust Department held 29,511 shares of ExxonMobil worth $5.01M as of Q1 2026.
  • BankPlus Trust Department sold 898 ExxonMobil shares in Q1 2026, an estimated $131K.
  • ExxonMobil made up 1.34% of BankPlus Trust Department's portfolio in Q1 2026, its #9 holding.
  • BankPlus Trust Department first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.