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Bard Financial Services’s ExxonMobil XOM Stock Holding History

Bard Financial Services’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
2025
Q3 		$9.59M Buy
85,090
+700
+0.8% +$77.8K 1.05% 27
2025
Q2 		$9.1M Sell
84,390
-1,330
-2% -$142K 1.09% 25
2025
Q1 		$10.2M Buy
85,720
+320
+0.4% +$35.4K 1.25% 18
2024
Q4 		$9.19M Buy
85,400
+250
+0.3% +$29.2K 1.1% 23
2024
Q3 		$9.98M Sell
85,150
-16,615
-16% -$1.92M 1.18% 21
2024
Q2 		$11.7M Buy
101,765
+6,445
+7% +$751K 1.21% 20
2024
Q1 		$11.1M Buy
95,320
+1,150
+1% +$120K 1.18% 24
2023
Q4 		$9.42M Sell
94,170
-1,310
-1% -$138K 1.06% 27
2023
Q3 		$11.2M Sell
95,480
-1,600
-2% -$175K 1.39% 14
2023
Q2 		$10.4M Sell
97,080
-4,985
-5% -$544K 0.79% 30
2023
Q1 		$11.2M Sell
102,065
-11,075
-10% -$1.22M 0.9% 27
2022
Q4 		$12.5M Sell
113,140
-595
-0.5% -$63.8K 1.06% 23
2022
Q3 		$9.93M Buy
113,735
+1,750
+2% +$160K 0.93% 25
2022
Q2 		$9.59M Sell
111,985
-9,215
-8% -$831K 0.88% 28
2022
Q1 		$10M Sell
121,200
-3,175
-3% -$247K 0.81% 30
2021
Q4 		$7.61M Sell
124,375
-1,275
-1% -$79.7K 0.61% 46
2021
Q3 		$7.39M Buy
125,650
+3,675
+3% +$209K 0.65% 45
2021
Q2 		$7.69M Sell
121,975
-1,800
-1% -$107K 0.68% 41
2021
Q1 		$6.91M Buy
123,775
+1,635
+1% +$85.7K 0.67% 42
2020
Q4 		$5.04M Buy
+122,140
New +$4.58M 0.5% 49

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's XOM Position: Q3 2025 in Review

Bard Financial Services increased its ExxonMobil (XOM) stake by 0.83% in Q3 2025, buying an estimated $77.8K and bringing the position to 85,090 shares worth $9.59M. The position accounts for 1.05% of the portfolio, ranked #27.

Bard Financial Services first reported a position in XOM in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.5M in Q4 2022. 4,223 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Bard Financial Services held 85,090 shares of ExxonMobil worth $9.59M as of Q3 2025.
  • Bard Financial Services bought 700 ExxonMobil shares in Q3 2025, an estimated $77.8K.
  • ExxonMobil made up 1.05% of Bard Financial Services's portfolio in Q3 2025, its #27 holding.
  • Bard Financial Services first reported a position in ExxonMobil in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's ExxonMobil position peaked at $12.5M in Q4 2022.
  • 4,223 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.