BCK Partners’s ExxonMobil XOM Stock Holding History

BCK Partners’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 Q3	$439K	Hold	2,695	–	–	0.21%	17
2026 Q2	$369K	Buy	2,695 +55	+2%	+$8.23K	0.18%	21
2026 Q1	$448K	Sell	2,640 -103	-4%	-$15K	0.24%	16
2025 Q4	$330K	Sell	2,743 -305	-10%	-$35.4K	0.18%	21
2025 Q3	$344K	Sell	3,048 -10	-0.3%	-$1.11K	0.19%	21
2025 Q2	$330K	Sell	3,058 -97	-3%	-$10.4K	0.19%	21
2025 Q1	$375K	Hold	3,155	–	–	0.23%	19
2024 Q4	$339K	Hold	3,155	–	–	0.21%	21
2024 Q3	$370K	Buy	3,155 +14	+0.4%	+$1.62K	0.18%	22
2024 Q2	$362K	Buy	3,141 +211	+7%	+$24.6K	0.19%	22
2024 Q1	$341K	Hold	2,930	–	–	0.18%	24
2023 Q4	$293K	Hold	2,930	–	–	0.17%	24
2023 Q3	$345K	Sell	2,930 -193	-6%	-$21.2K	0.21%	20
2023 Q2	$335K	Buy	3,123 +34	+1%	+$3.71K	0.21%	21
2023 Q1	$339K	Hold	3,089	–	–	0.22%	21
2022 Q4	$341K	Hold	3,089	–	–	0.23%	23
2022 Q3	$270K	Hold	3,089	–	–	0.2%	24
2022 Q2	$265K	Hold	3,089	–	–	0.19%	21
2022 Q1	$255K	Buy	+3,089	New	+$240K	0.16%	24

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCK Partners's XOM Position: Q3 2026 in Review

BCK Partners held its ExxonMobil (XOM) position steady in Q3 2026 at 2,695 shares worth $439K. The position accounts for 0.21% of the portfolio, ranked #17.

BCK Partners first reported a position in XOM in Q1 2022 and has held it in 19 quarters since. The position peaked at $448K in Q1 2026. 2,238 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

BCK Partners held 2,695 shares of ExxonMobil worth $439K as of Q3 2026.
BCK Partners left its ExxonMobil share count unchanged in Q3 2026.
ExxonMobil made up 0.21% of BCK Partners's portfolio in Q3 2026, its #17 holding.
BCK Partners first reported a position in ExxonMobil in Q1 2022 and has held it in 19 quarters since.
BCK Partners's ExxonMobil position peaked at $448K in Q1 2026.
2,238 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on BCK Partners's 13F filing for Q3 2026, filed 23 Oct 2026.