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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bernard Wealth Management's XOM Position: Q1 2026 in Review

Bernard Wealth Management held its ExxonMobil (XOM) position steady in Q1 2026 at 9,810 shares worth $1.66M. The position accounts for 0.71% of the portfolio, ranked #27.

Bernard Wealth Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bernard Wealth Management held 9,810 shares of ExxonMobil worth $1.66M as of Q1 2026.
Bernard Wealth Management left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.71% of Bernard Wealth Management's portfolio in Q1 2026, its #27 holding.
Bernard Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.