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BCS Wealth Management’s ExxonMobil XOM Stock Holding History

BCS 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 		$1.17M Sell
8,570
-667
-7% -$99.8K 0.21% 99
2026
Q1 		$1.57M Sell
9,237
-9,049
-49% -$1.32M 0.32% 69
2025
Q4 		$2.2M Buy
18,286
+9,631
+111% +$1.12M 0.22% 92
2025
Q3 		$976K Sell
8,655
-16,076
-65% -$1.79M 0.22% 87
2025
Q2 		$2.67M Buy
24,731
+9,656
+64% +$1.03M 0.57% 43
2025
Q1 		$1.79M Sell
15,075
-1,621
-10% -$179K 0.46% 56
2024
Q4 		$1.8M Sell
16,696
-14
-0.1% -$1.64K 0.45% 59
2024
Q3 		$1.96M Buy
16,710
+1,644
+11% +$190K 0.83% 32
2024
Q2 		$1.73M Buy
15,066
+111
+0.7% +$12.9K 0.84% 35
2024
Q1 		$1.74M Hold
14,955
– – 0.56% 49
2023
Q4 		$1.5M Sell
14,955
-100
-0.7% -$10.5K 0.55% 49
2023
Q3 		$1.77M Buy
15,055
+604
+4% +$66.3K 0.74% 38
2023
Q2 		$1.55M Buy
14,451
+10,417
+258% +$1.14M 1.13% 27
2023
Q1 		$442K Sell
4,034
-10,500
-72% -$1.16M 0.2% 96
2022
Q4 		$1.6M Buy
14,534
+3
+0% +$321 0.67% 37
2022
Q3 		$1.27M Sell
14,531
-1,503
-9% -$137K 0.6% 45
2022
Q2 		$1.37M Buy
16,034
+1,503
+10% +$136K 0.61% 40
2022
Q1 		$1.2M Buy
14,531
+2,787
+24% +$217K 0.5% 47
2021
Q4 		$719K Buy
11,744
+1,494
+15% +$93.4K 0.26% 83
2021
Q3 		$603K Sell
10,250
-44
-0.4% -$2.51K 0.26% 86
2021
Q2 		$649K Sell
10,294
-302
-3% -$18K 0.35% 63
2021
Q1 		$592K Sell
10,596
-1,705
-14% -$89.4K 0.28% 73
2020
Q4 		$507K Buy
12,301
+2,151
+21% +$80.6K 0.26% 74
2020
Q3 		$348K Sell
10,150
-426
-4% -$17.4K 0.2% 92
2020
Q2 		$473K Buy
10,576
+629
+6% +$28.2K 0.28% 69
2020
Q1 		$378K Buy
+9,947
New +$549K 0.26% 70

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

BCS Wealth Management reduced its ExxonMobil (XOM) stake by 7.2% in Q2 2026, selling an estimated $99.8K and leaving 8,570 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #99.

BCS Wealth Management first reported a position in XOM in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.67M in Q2 2025. 2,160 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BCS Wealth Management held 8,570 shares of ExxonMobil worth $1.17M as of Q2 2026.
  • BCS Wealth Management sold 667 ExxonMobil shares in Q2 2026, an estimated $99.8K.
  • ExxonMobil made up 0.21% of BCS Wealth Management's portfolio in Q2 2026, its #99 holding.
  • BCS Wealth Management first reported a position in ExxonMobil in Q1 2020 and has held it in 26 quarters since.
  • BCS Wealth Management's ExxonMobil position peaked at $2.67M in Q2 2025.
  • 2,160 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.