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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
Q2 		$4.07M Buy
29,774
+263
+0.9% +$39.4K 0.95% 20
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 $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

BankPlus Trust Department's XOM Position: Q2 2026 in Review

BankPlus Trust Department increased its ExxonMobil (XOM) stake by 0.89% in Q2 2026, buying an estimated $39.4K and bringing the position to 29,774 shares worth $4.07M. The position accounts for 0.95% of the portfolio, ranked #20.

BankPlus Trust Department first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.01M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BankPlus Trust Department held 29,774 shares of ExxonMobil worth $4.07M as of Q2 2026.
  • BankPlus Trust Department bought 263 ExxonMobil shares in Q2 2026, an estimated $39.4K.
  • ExxonMobil made up 0.95% of BankPlus Trust Department's portfolio in Q2 2026, its #20 holding.
  • BankPlus Trust Department first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's ExxonMobil position peaked at $5.01M in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.