Bedel Financial Consulting’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.2M | Sell |
23,438
-479
| -2% | -$71.7K | 0.3% | 44 |
|
|
2026
Q1 | $4.06M | Sell |
23,917
-76
| -0.3% | -$11.1K | 0.46% | 33 |
|
|
2025
Q4 | $2.89M | Buy |
23,993
+1,639
| +7% | +$190K | 0.31% | 42 |
|
|
2025
Q3 | $2.52M | Buy |
22,354
+800
| +4% | +$88.9K | 0.32% | 45 |
|
|
2025
Q2 | $2.32M | Sell |
21,554
-78
| -0.4% | -$8.34K | 0.32% | 42 |
|
|
2025
Q1 | $2.27M | Sell |
21,632
-51
| -0.2% | -$5.64K | 0.32% | 42 |
|
|
2024
Q4 | $2.38M | Sell |
21,683
-936
| -4% | -$109K | 0.33% | 41 |
|
|
2024
Q3 | $2.65M | Sell |
22,619
-2,148
| -9% | -$248K | 0.37% | 31 |
|
|
2024
Q2 | $2.85M | Buy |
24,767
+1,234
| +5% | +$144K | 0.42% | 29 |
|
|
2024
Q1 | $2.74M | Sell |
23,533
-907
| -4% | -$94.9K | 0.43% | 27 |
|
|
2023
Q4 | $2.44M | Buy |
24,440
+49
| +0.2% | +$5.15K | 0.45% | 26 |
|
|
2023
Q3 | $2.87M | Buy |
24,391
+334
| +1% | +$36.6K | 0.58% | 21 |
|
|
2023
Q2 | $2.58M | Buy |
24,057
+4
| +0% | +$436 | 0.54% | 23 |
|
|
2023
Q1 | $2.64M | Sell |
24,053
-77
| -0.3% | -$8.52K | 0.64% | 22 |
|
|
2022
Q4 | $2.66M | Buy |
24,130
+155
| +0.6% | +$16.6K | 0.66% | 21 |
|
|
2022
Q3 | $2.72M | Sell |
23,975
-1,536
| -6% | -$140K | 0.72% | 15 |
|
|
2022
Q2 | $2.19M | Sell |
25,511
-580
| -2% | -$52.3K | 0.64% | 17 |
|
|
2022
Q1 | $2.15M | Sell |
26,091
-1,074
| -4% | -$83.5K | 0.68% | 14 |
|
|
2021
Q4 | $1.66M | Sell |
27,165
-472
| -2% | -$29.5K | 0.52% | 22 |
|
|
2021
Q3 | $1.63M | Buy |
27,637
+106
| +0.4% | +$6.04K | 0.56% | 21 |
|
|
2021
Q2 | $1.74M | Sell |
27,531
-1,756
| -6% | -$105K | 0.6% | 19 |
|
|
2021
Q1 | $1.64M | Buy |
29,287
+10,488
| +56% | +$550K | 0.63% | 20 |
|
|
2020
Q4 | $775K | Buy |
18,799
+7
| +0% | +$262 | 0.34% | 45 |
|
|
2020
Q3 | $645K | Sell |
18,792
-3,012
| -14% | -$123K | 0.32% | 49 |
|
|
2020
Q2 | $975K | Sell |
21,804
-6
| -0% | -$269 | 0.53% | 27 |
|
|
2020
Q1 | $828K | Buy |
21,810
+16
| +0.1% | +$883 | 0.55% | 24 |
|
|
2019
Q4 | $1.52M | Sell |
21,794
-1,959
| -8% | -$135K | 0.86% | 15 |
|
|
2019
Q3 | $1.68M | Sell |
23,753
-72
| -0.3% | -$5.21K | 1.01% | 13 |
|
|
2019
Q2 | $1.83M | Buy |
23,825
+620
| +3% | +$48K | 1.11% | 11 |
|
|
2019
Q1 | $1.88M | Sell |
23,205
-60
| -0.3% | -$4.58K | 1.2% | 10 |
|
|
2018
Q4 | $1.59M | Sell |
23,265
-84
| -0.4% | -$6.59K | 1.14% | 9 |
|
|
2018
Q3 | $1.9M | Sell |
23,349
-131
| -0.6% | -$10.7K | 1.26% | 8 |
|
|
2018
Q2 | $1.94M | Sell |
23,480
-62
| -0.3% | -$4.94K | 1.43% | 7 |
|
|
2018
Q1 | $1.76M | Buy |
23,542
+14
| +0.1% | +$1.12K | 1.33% | 8 |
|
|
2017
Q4 | $1.97M | Buy |
+23,528
| New | +$1.95M | 1.77% | 7 |
|
Other funds holding XOM
FWIA
Bedel Financial Consulting's XOM Position: Q2 2026 in Review
Bedel Financial Consulting reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $71.7K and leaving 23,438 shares worth $3.2M. The position accounts for 0.3% of the portfolio, ranked #44.
Bedel Financial Consulting first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.06M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Bedel Financial Consulting held 23,438 shares of ExxonMobil worth $3.2M as of Q2 2026.
- Bedel Financial Consulting sold 479 ExxonMobil shares in Q2 2026, an estimated $71.7K.
- ExxonMobil made up 0.3% of Bedel Financial Consulting's portfolio in Q2 2026, its #44 holding.
- Bedel Financial Consulting first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's ExxonMobil position peaked at $4.06M in Q1 2026.
- 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.