Bellwether Advisors’s ExxonMobil XOM Stock Holding History

Bellwether 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	$311K	Hold	2,278	–	–	0.05%	143
2026 Q1	$386K	Buy	+2,278	New	+$332K	0.07%	122
2025 Q3	–	Sell	-1,001	Closed	-$108K	–	591
2025 Q2	$108K	Buy	1,001 +32	+3%	+$3.42K	0.02%	163
2025 Q1	$115K	Hold	969	–	–	0.02%	160
2024 Q4	$104K	Buy	+969	New	+$113K	0.02%	178
2023 Q2	–	Sell	-892	Closed	-$97.8K	–	461
2023 Q1	$97.8K	Sell	892 -63	-7%	-$6.97K	0.03%	156
2022 Q4	$105K	Sell	955 -199	-17%	-$21.3K	0.03%	153
2022 Q3	$100K	Buy	1,154 +359	+45%	+$32.8K	0.03%	124
2022 Q2	$68K	Sell	795 -426	-35%	-$38.4K	0.02%	145
2022 Q1	$100K	Hold	1,221	–	–	0.03%	157
2021 Q4	$74K	Hold	1,221	–	–	0.02%	172
2021 Q3	$71K	Buy	1,221 +429	+54%	+$24.4K	0.02%	188
2021 Q2	$49K	Hold	792	–	–	0.02%	185
2021 Q1	$44K	Hold	792	–	–	0.02%	172
2020 Q4	$32K	Buy	+792	New	+$29.7K	0.01%	180

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bellwether Advisors's XOM Position: Q2 2026 in Review

Bellwether Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 2,278 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #143.

Bellwether Advisors first reported a position in XOM in Q4 2020 and has held it in 15 quarters since. The position peaked at $386K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bellwether Advisors held 2,278 shares of ExxonMobil worth $311K as of Q2 2026.
Bellwether Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.05% of Bellwether Advisors's portfolio in Q2 2026, its #143 holding.
Bellwether Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 15 quarters since.
Bellwether Advisors's ExxonMobil position peaked at $386K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.