BFG
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Berger Financial Group’s ExxonMobil XOM Stock Holding History

Berger Financial Group’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 		$2.97M Sell
17,503
-14
-0.1% -$2.04K 0.17% 113
2025
Q4 		$2.11M Buy
17,517
+680
+4% +$78.9K 0.12% 139
2025
Q3 		$1.9M Buy
16,837
+558
+3% +$62K 0.11% 144
2025
Q2 		$1.75M Sell
16,279
-78
-0.5% -$8.34K 0.11% 141
2025
Q1 		$1.95M Sell
16,357
-765
-4% -$84.6K 0.14% 126
2024
Q4 		$1.84M Buy
17,122
+803
+5% +$93.9K 0.13% 130
2024
Q3 		$1.91M Buy
16,319
+1,438
+10% +$166K 0.14% 121
2024
Q2 		$1.71M Buy
14,881
+1,902
+15% +$222K 0.14% 120
2024
Q1 		$1.51M Buy
12,979
+3,937
+44% +$412K 0.12% 123
2023
Q4 		$904K Sell
9,042
-1,132
-11% -$119K 0.09% 127
2023
Q3 		$1.2M Sell
10,174
-367
-3% -$40.3K 0.14% 110
2023
Q2 		$1.13M Buy
10,541
+621
+6% +$67.8K 0.13% 110
2023
Q1 		$1.09M Sell
9,920
-81
-0.8% -$8.96K 0.13% 105
2022
Q4 		$1.1M Buy
10,001
+467
+5% +$50K 0.15% 102
2022
Q3 		$832K Buy
9,534
+605
+7% +$55.2K 0.12% 109
2022
Q2 		$765K Sell
8,929
-930
-9% -$83.9K 0.11% 107
2022
Q1 		$814K Sell
9,859
-321
-3% -$25K 0.1% 112
2021
Q4 		$623K Buy
10,180
+286
+3% +$17.9K 0.08% 132
2021
Q3 		$582K Buy
9,894
+465
+5% +$26.5K 0.1% 104
2021
Q2 		$595K Buy
9,429
+728
+8% +$43.5K 0.11% 102
2021
Q1 		$486K Buy
8,701
+690
+9% +$36.2K 0.11% 112
2020
Q4 		$330K Buy
+8,011
New +$300K 0.06% 155

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

Berger Financial Group's XOM Position: Q1 2026 in Review

Berger Financial Group reduced its ExxonMobil (XOM) stake by 0.08% in Q1 2026, selling an estimated $2.04K and leaving 17,503 shares worth $2.97M. The position accounts for 0.17% of the portfolio, ranked #113.

Berger Financial Group first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Berger Financial Group held 17,503 shares of ExxonMobil worth $2.97M as of Q1 2026.
  • Berger Financial Group sold 14 ExxonMobil shares in Q1 2026, an estimated $2.04K.
  • ExxonMobil made up 0.17% of Berger Financial Group's portfolio in Q1 2026, its #113 holding.
  • Berger Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.