BCS Private Wealth Management’s ExxonMobil XOM Stock Holding History

BCS Private 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 Q3	$612K	Sell	3,761 -242	-6%	-$37.8K	0.17%	89
2026 Q2	$547K	Sell	4,003 -1,315	-25%	-$197K	0.16%	94
2026 Q1	$902K	Sell	5,318 -5	-0.1%	-$730	0.27%	70
2025 Q4	$641K	Sell	5,323 -106	-2%	-$12.3K	0.22%	76
2025 Q3	$612K	Sell	5,429 -550	-9%	-$61.1K	0.22%	78
2025 Q2	$645K	Buy	+5,979	New	+$639K	0.24%	73

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BCS Private Wealth Management's XOM Position: Q3 2026 in Review

BCS Private Wealth Management reduced its ExxonMobil (XOM) stake by 6% in Q3 2026, selling an estimated $37.8K and leaving 3,761 shares worth $612K. The position accounts for 0.17% of the portfolio, ranked #89.

BCS Private Wealth Management first reported a position in XOM in Q2 2025 and has held it in 6 quarters since. The position peaked at $902K in Q1 2026. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

BCS Private Wealth Management held 3,761 shares of ExxonMobil worth $612K as of Q3 2026.
BCS Private Wealth Management sold 242 ExxonMobil shares in Q3 2026, an estimated $37.8K.
ExxonMobil made up 0.17% of BCS Private Wealth Management's portfolio in Q3 2026, its #89 holding.
BCS Private Wealth Management first reported a position in ExxonMobil in Q2 2025 and has held it in 6 quarters since.
BCS Private Wealth Management's ExxonMobil position peaked at $902K in Q1 2026.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.