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Bell Investment Advisors’s ExxonMobil XOM Stock Holding History

Bell Investment 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
Q1 		$1.38M Buy
8,150
+3,452
+73% +$504K 0.22% 52
2025
Q4 		$565K Sell
4,698
-203
-4% -$23.5K 0.09% 73
2025
Q3 		$553K Sell
4,901
-94
-2% -$10.4K 0.09% 72
2025
Q2 		$538K Buy
4,995
+1,370
+38% +$146K 0.09% 71
2025
Q1 		$431K Sell
3,625
-43
-1% -$4.75K 0.08% 71
2024
Q4 		$395K Sell
3,668
-106
-3% -$12.4K 0.07% 72
2024
Q3 		$442K Sell
3,774
-305
-7% -$35.2K 0.08% 70
2024
Q2 		$470K Buy
4,079
+120
+3% +$14K 0.09% 68
2024
Q1 		$460K Buy
3,959
+95
+2% +$9.94K 0.09% 68
2023
Q4 		$386K Buy
3,864
+427
+12% +$44.9K 0.08% 73
2023
Q3 		$404K Buy
3,437
+2,049
+148% +$225K 0.09% 66
2023
Q2 		$149K Buy
1,388
+35
+3% +$3.82K 0.03% 91
2023
Q1 		$148K Sell
1,353
-50
-4% -$5.53K 0.03% 86
2022
Q4 		$155K Buy
1,403
+307
+28% +$32.9K 0.04% 88
2022
Q3 		$96K Buy
1,096
+142
+15% +$13K 0.03% 83
2022
Q2 		$82K Buy
+954
New +$86K 0.03% 99
2021
Q4 		$60K Buy
985
+218
+28% +$13.6K 0.02% 139
2021
Q3 		$45K Buy
+767
New +$43.7K 0.01% 160

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell Investment Advisors's XOM Position: Q1 2026 in Review

Bell Investment Advisors increased its ExxonMobil (XOM) stake by 73% in Q1 2026, buying an estimated $504K and bringing the position to 8,150 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #52.

Bell Investment Advisors first reported a position in XOM in Q3 2021 and has held it in 18 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Bell Investment Advisors held 8,150 shares of ExxonMobil worth $1.38M as of Q1 2026.
  • Bell Investment Advisors bought 3,452 ExxonMobil shares in Q1 2026, an estimated $504K.
  • ExxonMobil made up 0.22% of Bell Investment Advisors's portfolio in Q1 2026, its #52 holding.
  • Bell Investment Advisors first reported a position in ExxonMobil in Q3 2021 and has held it in 18 quarters since.
  • 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.