BWM
XOM icon

BankPlus Wealth Management’s ExxonMobil XOM Stock Holding History

BankPlus 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 		$749K Buy
5,481
+144
+3% +$21.6K 0.34% 49
2026
Q1 		$906K Buy
5,337
+296
+6% +$43.2K 0.47% 36
2025
Q4 		$607K Sell
5,041
-36
-0.7% -$4.17K 0.33% 56
2025
Q3 		$573K Buy
5,077
+366
+8% +$40.7K 0.34% 58
2025
Q2 		$508K Buy
4,711
+500
+12% +$53.4K 0.34% 58
2025
Q1 		$501K Buy
4,211
+285
+7% +$31.5K 0.37% 53
2024
Q4 		$422K Buy
+3,926
New +$459K 0.31% 66

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 Wealth Management's XOM Position: Q2 2026 in Review

BankPlus Wealth Management increased its ExxonMobil (XOM) stake by 2.7% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,481 shares worth $749K. The position accounts for 0.34% of the portfolio, ranked #49.

BankPlus Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $906K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BankPlus Wealth Management held 5,481 shares of ExxonMobil worth $749K as of Q2 2026.
  • BankPlus Wealth Management bought 144 ExxonMobil shares in Q2 2026, an estimated $21.6K.
  • ExxonMobil made up 0.34% of BankPlus Wealth Management's portfolio in Q2 2026, its #49 holding.
  • BankPlus Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's ExxonMobil position peaked at $906K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.