Bare Financial Services’s ExxonMobil XOM Stock Holding History

Bare 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
2026 Q1	$83K	Buy	489 +64	+15%	+$9.34K	0.02%	68
2025 Q4	$51.1K	Buy	425 +41	+11%	+$4.75K	0.01%	83
2025 Q3	$43.3K	Buy	384 +18	+5%	+$2K	0.01%	83
2025 Q2	$39.5K	Buy	366 +201	+122%	+$21.5K	0.01%	79
2025 Q1	$19.6K	Buy	165 +49	+42%	+$5.42K	0.01%	88
2024 Q4	$12.5K	Sell	116 -132	-53%	-$15.4K	0.01%	96
2024 Q3	$29.1K	Hold	248	–	–	0.01%	73
2024 Q2	$29.4K	Buy	248 +116	+88%	+$13.5K	0.02%	71
2024 Q1	$15.6K	Sell	132 -1,025	-89%	-$107K	0.02%	79
2023 Q4	$116K	Buy	+1,157	New	+$122K	0.23%	34

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bare Financial Services's XOM Position: Q1 2026 in Review

Bare Financial Services increased its ExxonMobil (XOM) stake by 15% in Q1 2026, buying an estimated $9.34K and bringing the position to 489 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #68.

Bare Financial Services first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $116K in Q4 2023. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bare Financial Services held 489 shares of ExxonMobil worth $83K as of Q1 2026.
Bare Financial Services bought 64 ExxonMobil shares in Q1 2026, an estimated $9.34K.
ExxonMobil made up 0.02% of Bare Financial Services's portfolio in Q1 2026, its #68 holding.
Bare Financial Services first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
Bare Financial Services's ExxonMobil position peaked at $116K in Q4 2023.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.