Berkshire Money Management’s ExxonMobil XOM Stock Holding History

Berkshire Money 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	$1.53M	Sell	11,212 -224	-2%	-$33.5K	0.14%	36
2026 Q1	$1.94M	Buy	11,436 +1,074	+10%	+$157K	0.2%	36
2025 Q4	$1.25M	Sell	10,362 -399	-4%	-$46.3K	0.12%	44
2025 Q3	$1.21M	Sell	10,761 -3,228	-23%	-$359K	0.12%	35
2025 Q2	$1.51M	Buy	13,989 +261	+2%	+$27.9K	0.16%	37
2025 Q1	$1.63M	Sell	13,728 -256	-2%	-$28.3K	0.18%	30
2024 Q4	$1.5M	Buy	13,984 +1,257	+10%	+$147K	0.16%	29
2024 Q3	$1.49M	Buy	12,727 +104	+0.8%	+$12K	0.17%	27
2024 Q2	$1.45M	Sell	12,623 -187	-1%	-$21.8K	0.18%	26
2024 Q1	$1.49M	Buy	12,810 +858	+7%	+$89.8K	0.18%	28
2023 Q4	$1.19M	Buy	11,952 +11	+0.1%	+$1.16K	0.16%	29
2023 Q3	$1.4M	Sell	11,941 -45	-0.4%	-$4.94K	0.21%	29
2023 Q2	$1.29M	Sell	11,986 -294	-2%	-$32.1K	0.19%	33
2023 Q1	$1.35M	Buy	12,280 +184	+2%	+$20.4K	0.2%	37
2022 Q4	$1.33M	Buy	12,096 +10	+0.1%	+$1.07K	0.21%	33
2022 Q3	$1.05M	Buy	12,086 +1,009	+9%	+$92.1K	0.18%	36
2022 Q2	$949K	Sell	11,077 -28	-0.3%	-$2.53K	0.16%	38
2022 Q1	$917K	Buy	11,105 +48	+0.4%	+$3.73K	0.13%	23
2021 Q4	$677K	Buy	11,057 +566	+5%	+$35.4K	0.1%	25
2021 Q3	$617K	Sell	10,491 -174	-2%	-$9.92K	0.1%	24
2021 Q2	$673K	Buy	10,665 +228	+2%	+$13.6K	0.11%	26
2021 Q1	$583K	Buy	10,437 +14	+0.1%	+$734	0.1%	27
2020 Q4	$430K	Sell	10,423 -78	-0.7%	-$2.92K	0.08%	31
2020 Q3	$360K	Sell	10,501 -1,198	-10%	-$49K	0.07%	27
2020 Q2	$523K	Sell	11,699 -68	-0.6%	-$3.05K	0.12%	32
2020 Q1	$447K	Buy	11,767 +1,890	+19%	+$104K	0.11%	31
2019 Q4	$689K	Buy	9,877 +6	+0.1%	+$415	0.13%	24
2019 Q3	$697K	Buy	9,871 +343	+4%	+$24.8K	0.14%	24
2019 Q2	$730K	Buy	9,528 +8	+0.1%	+$619	0.15%	24
2019 Q1	$769K	Sell	9,520 -263	-3%	-$20.1K	0.17%	21
2018 Q4	$667K	Buy	9,783 +407	+4%	+$31.9K	0.17%	20
2018 Q3	$797K	Buy	9,376 +6	+0.1%	+$491	0.18%	15
2018 Q2	$771K	Buy	9,370 +7	+0.1%	+$558	0.18%	16
2018 Q1	$699K	Sell	9,363 -746	-7%	-$59.6K	0.17%	18
2017 Q4	$845K	Buy	10,109 +738	+8%	+$61K	0.21%	17
2017 Q3	$781K	Buy	9,371 +27	+0.3%	+$2.14K	0.2%	17
2017 Q2	$754K	Buy	9,344 +5	+0.1%	+$409	0.21%	17
2017 Q1	$766K	Buy	9,339 +260	+3%	+$21.7K	0.23%	16
2016 Q4	$819K	Buy	9,079 +5	+0.1%	+$437	0.24%	16
2016 Q3	$792K	Buy	9,074 +6	+0.1%	+$532	0.24%	18
2016 Q2	$850K	Buy	9,068 +5	+0.1%	+$442	0.29%	18
2016 Q1	$758K	Buy	9,063 +5	+0.1%	+$400	0.23%	16
2015 Q4	$706K	Hold	9,058	–	–	0.22%	16
2015 Q3	$837K	Hold	9,058	–	–	0.26%	14
2015 Q2	$754K	Hold	9,058	–	–	0.22%	14
2015 Q1	$770K	Hold	9,058	–	–	0.23%	14
2014 Q4	$837K	Sell	9,058 -200	-2%	-$18.7K	0.25%	14
2014 Q3	$871K	Buy	9,258 +200	+2%	+$19.9K	0.37%	12
2014 Q2	$912K	Hold	9,058	–	–	0.64%	8
2014 Q1	$885K	Sell	9,058 -480	-5%	-$45.8K	0.4%	11
2013 Q4	$965K	Buy	9,538 +606	+7%	+$56K	0.35%	13
2013 Q3	$769K	Sell	8,932 -105	-1%	-$9.47K	0.33%	12
2013 Q2	$816K	Buy	+9,037	New	+$813K	0.39%	12

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Berkshire Money Management's XOM Position: Q2 2026 in Review

Berkshire Money Management reduced its ExxonMobil (XOM) stake by 2% in Q2 2026, selling an estimated $33.5K and leaving 11,212 shares worth $1.53M. The position accounts for 0.14% of the portfolio, ranked #36.

Berkshire Money Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.94M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Berkshire Money Management held 11,212 shares of ExxonMobil worth $1.53M as of Q2 2026.
Berkshire Money Management sold 224 ExxonMobil shares in Q2 2026, an estimated $33.5K.
ExxonMobil made up 0.14% of Berkshire Money Management's portfolio in Q2 2026, its #36 holding.
Berkshire Money Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
Berkshire Money Management's ExxonMobil position peaked at $1.94M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.