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
Q2 		$2.56M Buy
18,700
+1,197
+7% +$179K 0.13% 126
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 $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 $3.38T AUM 44.17% 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

Berger Financial Group's XOM Position: Q2 2026 in Review

Berger Financial Group increased its ExxonMobil (XOM) stake by 6.8% in Q2 2026, buying an estimated $179K and bringing the position to 18,700 shares worth $2.56M. The position accounts for 0.13% of the portfolio, ranked #126.

Berger Financial Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.97M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Berger Financial Group held 18,700 shares of ExxonMobil worth $2.56M as of Q2 2026.
  • Berger Financial Group bought 1,197 ExxonMobil shares in Q2 2026, an estimated $179K.
  • ExxonMobil made up 0.13% of Berger Financial Group's portfolio in Q2 2026, its #126 holding.
  • Berger Financial Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's ExxonMobil position peaked at $2.97M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.