Baron Wealth Management’s ExxonMobil XOM Stock Holding History

Baron 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	$673K	Buy	4,919 +28	+0.6%	+$4.19K	0.17%	82
2026 Q1	$830K	Sell	4,891 -199	-4%	-$29K	0.25%	53
2025 Q4	$613K	Buy	5,090 +866	+21%	+$100K	0.19%	79
2025 Q3	$476K	Buy	4,224 +1,107	+36%	+$123K	0.16%	93
2025 Q2	$336K	Sell	3,117 -3,604	-54%	-$385K	0.12%	129
2025 Q1	$799K	Buy	6,721 +3,204	+91%	+$354K	0.35%	36
2024 Q4	$378K	Buy	3,517 +537	+18%	+$62.8K	0.18%	96
2024 Q3	$349K	Sell	2,980 -92	-3%	-$10.6K	0.17%	102
2024 Q2	$354K	Buy	3,072 +516	+20%	+$60.1K	0.18%	88
2024 Q1	$297K	Buy	+2,556	New	+$267K	0.16%	122

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 Wealth Management's XOM Position: Q2 2026 in Review

Baron Wealth Management increased its ExxonMobil (XOM) stake by 0.57% in Q2 2026, buying an estimated $4.19K and bringing the position to 4,919 shares worth $673K. The position accounts for 0.17% of the portfolio, ranked #82.

Baron Wealth Management first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $830K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Baron Wealth Management held 4,919 shares of ExxonMobil worth $673K as of Q2 2026.
Baron Wealth Management bought 28 ExxonMobil shares in Q2 2026, an estimated $4.19K.
ExxonMobil made up 0.17% of Baron Wealth Management's portfolio in Q2 2026, its #82 holding.
Baron Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
Baron Wealth Management's ExxonMobil position peaked at $830K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.