Bernard Wealth Management’s ExxonMobil XOM Stock Holding History

Bernard Wealth 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	$1.34M	Hold	9,810	–	–	0.49%	31
2026 Q1	$1.66M	Hold	9,810	–	–	0.71%	27
2025 Q4	$1.18M	Hold	9,810	–	–	0.48%	31
2025 Q3	$1.11M	Sell	9,810 -910	-8%	-$101K	0.46%	33
2025 Q2	$1.16M	Sell	10,720 -33	-0.3%	-$3.53K	0.54%	31
2025 Q1	$1.28M	Buy	10,753 +33	+0.3%	+$3.65K	0.62%	29
2024 Q4	$1.15M	Buy	+10,720	New	+$1.25M	0.54%	31

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

Bernard Wealth Management's XOM Position: Q2 2026 in Review

Bernard Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 9,810 shares worth $1.34M. The position accounts for 0.49% of the portfolio, ranked #31.

Bernard Wealth Management first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bernard Wealth Management held 9,810 shares of ExxonMobil worth $1.34M as of Q2 2026.
Bernard Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.49% of Bernard Wealth Management's portfolio in Q2 2026, its #31 holding.
Bernard Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's ExxonMobil position peaked at $1.66M in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.