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Berkshire Bank’s ExxonMobil XOM Stock Holding History

Berkshire Bank’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 		$5.38M Sell
39,327
-2,318
-6% -$347K 1.04% 23
2026
Q1 		$7.07M Sell
41,645
-5,454
-12% -$796K 1.45% 15
2025
Q4 		$5.67M Sell
47,099
-351
-0.7% -$40.7K 1.15% 19
2025
Q3 		$5.35M Sell
47,450
-1,847
-4% -$205K 1.15% 20
2025
Q2 		$5.31M Sell
49,297
-252
-0.5% -$26.9K 1.21% 18
2025
Q1 		$5.89M Sell
49,549
-1,400
-3% -$155K 1.44% 15
2024
Q4 		$5.48M Buy
50,949
+475
+0.9% +$55.6K 1.27% 18
2024
Q3 		$5.92M Buy
50,474
+3,170
+7% +$366K 1.39% 16
2024
Q2 		$5.45M Sell
47,304
-2,760
-6% -$321K 1.37% 14
2024
Q1 		$5.82M Sell
50,064
-5,699
-10% -$596K 1.45% 14
2023
Q4 		$5.58M Buy
55,763
+2,862
+5% +$301K 1.48% 14
2023
Q3 		$6.22M Sell
52,901
-4,309
-8% -$473K 1.79% 11
2023
Q2 		$6.14M Sell
57,210
-549
-1% -$59.9K 1.69% 11
2023
Q1 		$6.33M Sell
57,759
-1,098
-2% -$121K 1.88% 10
2022
Q4 		$6.49M Sell
58,857
-7,932
-12% -$850K 1.99% 10
2022
Q3 		$5.83M Buy
66,789
+3,767
+6% +$344K 1.78% 11
2022
Q2 		$5.4M Buy
63,022
+136
+0.2% +$12.3K 1.57% 14
2022
Q1 		$5.19M Sell
62,886
-168
-0.3% -$13.1K 1.23% 20
2021
Q4 		$3.86M Buy
63,054
+1,705
+3% +$107K 0.86% 34
2021
Q3 		$3.61M Buy
61,349
+570
+0.9% +$32.5K 0.88% 34
2021
Q2 		$3.83M Buy
60,779
+3,576
+6% +$214K 0.93% 30
2021
Q1 		$3.19M Sell
57,203
-666
-1% -$34.9K 0.8% 34
2020
Q4 		$2.38M Buy
57,869
+276
+0.5% +$10.3K 0.59% 43
2020
Q3 		$1.98M Buy
+57,593
New +$2.35M 0.53% 46

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Berkshire Bank's XOM Position: Q2 2026 in Review

Berkshire Bank reduced its ExxonMobil (XOM) stake by 5.6% in Q2 2026, selling an estimated $347K and leaving 39,327 shares worth $5.38M. The position accounts for 1.04% of the portfolio, ranked #23.

Berkshire Bank first reported a position in XOM in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.07M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Berkshire Bank held 39,327 shares of ExxonMobil worth $5.38M as of Q2 2026.
  • Berkshire Bank sold 2,318 ExxonMobil shares in Q2 2026, an estimated $347K.
  • ExxonMobil made up 1.04% of Berkshire Bank's portfolio in Q2 2026, its #23 holding.
  • Berkshire Bank first reported a position in ExxonMobil in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's ExxonMobil position peaked at $7.07M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.