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Bellevue Asset Management’s ExxonMobil XOM Stock Holding History

Bellevue Asset 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 		$62.9K Buy
460
+2
+0.4% +$299 0.03% 152
2026
Q1 		$77.8K Buy
458
+2
+0.4% +$292 0.04% 126
2025
Q4 		$54.9K Buy
456
+3
+0.7% +$348 0.02% 149
2025
Q3 		$51.2K Buy
453
+2
+0.4% +$222 0.02% 156
2025
Q2 		$48.6K Buy
451
+3
+0.7% +$321 0.02% 162
2025
Q1 		$53.3K Buy
448
+2
+0.4% +$221 0.03% 151
2024
Q4 		$48K Buy
446
+48
+12% +$5.62K 0.02% 163
2024
Q3 		$46.8K Buy
398
+2
+0.5% +$231 0.02% 168
2024
Q2 		$45.7K Buy
396
+1
+0.3% +$116 0.03% 157
2024
Q1 		$45.9K Buy
395
+3
+0.8% +$314 0.03% 160
2023
Q4 		$39.3K Buy
392
+2
+0.5% +$210 0.03% 168
2023
Q3 		$45.9K Buy
390
+2
+0.5% +$219 0.03% 151
2023
Q2 		$41.7K Buy
388
+1
+0.3% +$109 0.03% 160
2023
Q1 		$42.4K Buy
387
+2
+0.5% +$221 0.03% 161
2022
Q4 		$42.3K Buy
385
+2
+0.5% +$214 0.03% 157
2022
Q3 		$35K Buy
383
+2
+0.5% +$183 0.03% 182
2022
Q2 		$33K Sell
381
-598
-61% -$53.9K 0.02% 194
2022
Q1 		$82K Buy
979
+2
+0.2% +$155 0.05% 131
2021
Q4 		$60K Sell
977
-246
-20% -$15.4K 0.04% 160
2021
Q3 		$73K Sell
1,223
-83
-6% -$4.73K 0.04% 148
2021
Q2 		$82K Buy
1,306
+3
+0.2% +$179 0.05% 138
2021
Q1 		$73K Buy
1,303
+3
+0.2% +$157 0.05% 146
2020
Q4 		$60K Sell
1,300
-681
-34% -$25.5K 0.04% 154
2020
Q3 		$68K Sell
1,981
-325
-14% -$13.3K 0.05% 133
2020
Q2 		$103K Sell
2,306
-506
-18% -$22.7K 0.11% 108
2020
Q1 		$123K Sell
2,812
-289
-9% -$16K 0.13% 99
2019
Q4 		$216K Buy
+3,101
New +$214K 0.17% 67

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bellevue Asset Management's XOM Position: Q2 2026 in Review

Bellevue Asset Management increased its ExxonMobil (XOM) stake by 0.44% in Q2 2026, buying an estimated $299 and bringing the position to 460 shares worth $62.9K. The position accounts for 0.03% of the portfolio, ranked #152.

Bellevue Asset Management first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $216K in Q4 2019. 4,239 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bellevue Asset Management held 460 shares of ExxonMobil worth $62.9K as of Q2 2026.
  • Bellevue Asset Management bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.03% of Bellevue Asset Management's portfolio in Q2 2026, its #152 holding.
  • Bellevue Asset Management first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's ExxonMobil position peaked at $216K in Q4 2019.
  • 4,239 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.