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Bay Harbor Wealth Management’s ExxonMobil XOM Stock Holding History

Bay Harbor 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 		$70.7K Buy
517
+74
+17% +$11.1K 0.02% 131
2026
Q1 		$75.2K Buy
443
+128
+41% +$18.7K 0.02% 104
2025
Q4 		$37.9K Buy
315
+115
+58% +$13.3K 0.01% 115
2025
Q3 		$22.6K Buy
200
+37
+23% +$4.11K 0.01% 121
2025
Q2 		$17.6K Sell
163
-509
-76% -$54.4K 0.01% 127
2025
Q1 		$79.9K Buy
672
+60
+10% +$6.64K 0.03% 85
2024
Q4 		$65.8K Sell
612
-23
-4% -$2.69K 0.02% 91
2024
Q3 		$74.4K Sell
635
-27
-4% -$3.12K 0.02% 86
2024
Q2 		$76.2K Buy
+662
New +$77.1K 0.03% 83
2021
Q4 		– Sell
-98
Closed -$6K – 221
2021
Q3 		$6K Sell
98
-433
-82% -$24.7K ﹤0.01% 153
2021
Q2 		$33K Sell
531
-812
-60% -$48.5K 0.01% 143
2021
Q1 		$75K Sell
1,343
-2,140
-61% -$112K 0.03% 98
2020
Q4 		$144K Sell
3,483
-1,837
-35% -$68.9K 0.07% 86
2020
Q3 		$183K Sell
5,320
-1,954
-27% -$79.9K 0.09% 80
2020
Q2 		$325K Sell
7,274
-488
-6% -$21.9K 0.17% 66
2020
Q1 		$295K Buy
7,762
+691
+10% +$38.2K 0.18% 63
2019
Q4 		$493K Buy
7,071
+394
+6% +$27.2K 0.27% 51
2019
Q3 		$454K Buy
6,677
+972
+17% +$70.3K 0.27% 51
2019
Q2 		$437K Sell
5,705
-398
-7% -$30.8K 0.27% 56
2019
Q1 		$493K Buy
6,103
+119
+2% +$9.07K 0.34% 53
2018
Q4 		$408K Buy
+5,984
New +$469K 0.32% 55

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bay Harbor Wealth Management's XOM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its ExxonMobil (XOM) stake by 17% in Q2 2026, buying an estimated $11.1K and bringing the position to 517 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #131.

Bay Harbor Wealth Management first reported a position in XOM in Q4 2018 and has held it in 21 quarters since. The position peaked at $493K in Q4 2019. 1,948 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bay Harbor Wealth Management held 517 shares of ExxonMobil worth $70.7K as of Q2 2026.
  • Bay Harbor Wealth Management bought 74 ExxonMobil shares in Q2 2026, an estimated $11.1K.
  • ExxonMobil made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Bay Harbor Wealth Management first reported a position in ExxonMobil in Q4 2018 and has held it in 21 quarters since.
  • Bay Harbor Wealth Management's ExxonMobil position peaked at $493K in Q4 2019.
  • 1,948 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.