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 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

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

BCS Private Wealth Management's XOM Position: Q2 2026 in Review

BCS Private Wealth Management reduced its ExxonMobil (XOM) stake by 25% in Q2 2026, selling an estimated $197K and leaving 4,003 shares worth $547K. The position accounts for 0.16% of the portfolio, ranked #94.

BCS Private Wealth Management first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $902K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BCS Private Wealth Management held 4,003 shares of ExxonMobil worth $547K as of Q2 2026.
BCS Private Wealth Management sold 1,315 ExxonMobil shares in Q2 2026, an estimated $197K.
ExxonMobil made up 0.16% of BCS Private Wealth Management's portfolio in Q2 2026, its #94 holding.
BCS Private Wealth Management first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's ExxonMobil position peaked at $902K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.