BCU Wealth Advisors’s ExxonMobil XOM Stock Holding History

BCU Wealth Advisors’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	$596K	Buy	4,356 +26	+0.6%	+$3.89K	0.2%	37
2026 Q1	$735K	Hold	4,330	–	–	0.27%	28
2025 Q4	$521K	Hold	4,330	–	–	0.2%	36
2025 Q3	$488K	Hold	4,330	–	–	0.2%	38
2025 Q2	$467K	Hold	4,330	–	–	0.21%	37
2025 Q1	$515K	Buy	+4,330	New	+$479K	0.27%	30

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCU Wealth Advisors's XOM Position: Q2 2026 in Review

BCU Wealth Advisors increased its ExxonMobil (XOM) stake by 0.6% in Q2 2026, buying an estimated $3.89K and bringing the position to 4,356 shares worth $596K. The position accounts for 0.2% of the portfolio, ranked #37.

BCU Wealth Advisors first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $735K in Q1 2026. 891 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BCU Wealth Advisors held 4,356 shares of ExxonMobil worth $596K as of Q2 2026.
BCU Wealth Advisors bought 26 ExxonMobil shares in Q2 2026, an estimated $3.89K.
ExxonMobil made up 0.2% of BCU Wealth Advisors's portfolio in Q2 2026, its #37 holding.
BCU Wealth Advisors first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
BCU Wealth Advisors's ExxonMobil position peaked at $735K in Q1 2026.
891 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.