Bernardo Wealth Planning’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $843K | Buy |
6,168
+332
| +6% | +$49.7K | 0.14% | 68 |
|
|
2026
Q1 | $990K | Sell |
5,836
-23
| -0.4% | -$3.36K | 0.19% | 52 |
|
|
2025
Q4 | $705K | Buy |
5,859
+64
| +1% | +$7.42K | 0.13% | 66 |
|
|
2025
Q3 | $653K | Buy |
5,795
+65
| +1% | +$7.23K | 0.13% | 64 |
|
|
2025
Q2 | $618K | Buy |
5,730
+49
| +0.9% | +$5.24K | 0.13% | 64 |
|
|
2025
Q1 | $676K | Buy |
5,681
+335
| +6% | +$37K | 0.16% | 52 |
|
|
2024
Q4 | $570K | Buy |
5,346
+3
| +0.1% | +$351 | 0.14% | 58 |
|
|
2024
Q3 | $643K | Buy |
5,343
+5
| +0.1% | +$577 | 0.16% | 55 |
|
|
2024
Q2 | $615K | Sell |
5,338
-195
| -4% | -$22.7K | 0.17% | 56 |
|
|
2024
Q1 | $643K | Buy |
5,533
+285
| +5% | +$29.8K | 0.18% | 52 |
|
|
2023
Q4 | $525K | Sell |
5,248
-130
| -2% | -$13.7K | 0.17% | 55 |
|
|
2023
Q3 | $632K | Sell |
5,378
-733
| -12% | -$80.4K | 0.25% | 47 |
|
|
2023
Q2 | $655K | Buy |
6,111
+3
| +0% | +$327 | 0.26% | 46 |
|
|
2023
Q1 | $670K | Buy |
6,108
+91
| +2% | +$10.1K | 0.29% | 45 |
|
|
2022
Q4 | $664K | Sell |
6,017
-73
| -1% | -$7.82K | 0.31% | 45 |
|
|
2022
Q3 | $644K | Buy |
6,090
+168
| +3% | +$15.3K | 0.36% | 42 |
|
|
2022
Q2 | $507K | Sell |
5,922
-138
| -2% | -$12.4K | 0.29% | 46 |
|
|
2022
Q1 | $500K | Buy |
6,060
+932
| +18% | +$72.4K | 0.25% | 49 |
|
|
2021
Q4 | $313K | Buy |
5,128
+102
| +2% | +$6.38K | 0.15% | 64 |
|
|
2021
Q3 | $295K | Buy |
5,026
+165
| +3% | +$9.4K | 0.17% | 61 |
|
|
2021
Q2 | $306K | Sell |
4,861
-1,148
| -19% | -$68.5K | 0.18% | 60 |
|
|
2021
Q1 | $335K | Sell |
6,009
-1,650
| -22% | -$86.5K | 0.21% | 57 |
|
|
2020
Q4 | $315K | Sell |
7,659
-2,317
| -23% | -$86.9K | 0.12% | 130 |
|
|
2020
Q3 | $342K | Sell |
9,976
-3,049
| -23% | -$125K | 0.15% | 113 |
|
|
2020
Q2 | $582K | Sell |
13,025
-8
| -0.1% | -$359 | 0.31% | 64 |
|
|
2020
Q1 | $494K | Buy |
13,033
+321
| +3% | +$17.7K | 0.34% | 72 |
|
|
2019
Q4 | $887K | Sell |
12,712
-1,453
| -10% | -$100K | 0.54% | 43 |
|
|
2019
Q3 | $1M | Sell |
14,165
-142
| -1% | -$10.3K | 0.72% | 35 |
|
|
2019
Q2 | $1.1M | Buy |
14,307
+307
| +2% | +$23.8K | 0.86% | 30 |
|
|
2019
Q1 | $1.13M | Sell |
14,000
-576
| -4% | -$43.9K | 0.9% | 28 |
|
|
2018
Q4 | $994K | Buy |
+14,576
| New | +$1.14M | 0.88% | 28 |
|
Other funds holding XOM
Bernardo Wealth Planning's XOM Position: Q2 2026 in Review
Bernardo Wealth Planning increased its ExxonMobil (XOM) stake by 5.7% in Q2 2026, buying an estimated $49.7K and bringing the position to 6,168 shares worth $843K. The position accounts for 0.14% of the portfolio, ranked #68.
Bernardo Wealth Planning first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.13M in Q1 2019. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Bernardo Wealth Planning held 6,168 shares of ExxonMobil worth $843K as of Q2 2026.
- Bernardo Wealth Planning bought 332 ExxonMobil shares in Q2 2026, an estimated $49.7K.
- ExxonMobil made up 0.14% of Bernardo Wealth Planning's portfolio in Q2 2026, its #68 holding.
- Bernardo Wealth Planning first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Bernardo Wealth Planning's ExxonMobil position peaked at $1.13M in Q1 2019.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.