Baron Silver Stevens Financial Advisors’s ExxonMobil XOM Stock Holding History

Baron Silver Stevens Financial Advisors’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	$892K	Buy	6,523 +3,374	+107%	+$505K	0.11%	70
2026 Q1	$534K	Sell	3,149 -3,094	-50%	-$452K	0.08%	81
2025 Q4	$751K	Buy	6,243 +2,321	+59%	+$269K	0.11%	71
2025 Q3	$442K	Buy	3,922 +703	+22%	+$78.2K	0.06%	85
2025 Q2	$347K	Buy	3,219 +1,152	+56%	+$123K	0.06%	98
2025 Q1	$246K	Buy	2,067 +95	+5%	+$10.5K	0.04%	105
2024 Q4	$212K	Buy	1,972 +210	+12%	+$24.6K	0.04%	121
2024 Q3	$207K	Buy	+1,762	New	+$203K	0.04%	118
2024 Q2	–	Sell	-2,050	Closed	-$238K	–	129
2024 Q1	$238K	Buy	+2,050	New	+$214K	0.05%	111
2022 Q3	–	Sell	-2,781	Closed	-$238K	–	153
2022 Q2	$238K	Buy	+2,781	New	+$251K	0.06%	90
2021 Q1	–	Sell	-2,208	Closed	-$91K	–	501
2020 Q4	$91K	Buy	+2,208	New	+$82.8K	0.03%	100

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baron Silver Stevens Financial Advisors's XOM Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its ExxonMobil (XOM) stake by 107% in Q2 2026, buying an estimated $505K and bringing the position to 6,523 shares worth $892K. The position accounts for 0.11% of the portfolio, ranked #70.

Baron Silver Stevens Financial Advisors first reported a position in XOM in Q4 2020 and has held it in 11 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Baron Silver Stevens Financial Advisors held 6,523 shares of ExxonMobil worth $892K as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 3,374 ExxonMobil shares in Q2 2026, an estimated $505K.
ExxonMobil made up 0.11% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #70 holding.
Baron Silver Stevens Financial Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 11 quarters since.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.