Bernicke Wealth Management’s ExxonMobil XOM Stock Holding History

Bernicke 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	$1.26M	Buy	9,186 +213	+2%	+$31.9K	0.15%	45
2026 Q1	$1.52M	Sell	8,973 -430	-5%	-$62.8K	0.2%	37
2025 Q4	$1.13M	Buy	+9,403	New	+$1.09M	0.15%	45
2020 Q2	$299K	Buy	6,675 +566	+9%	+$25.4K	0.22%	47
2020 Q1	$232K	Buy	+6,109	New	+$337K	0.14%	44
2015 Q1	–	Sell	-12,180	Closed	-$1.13M	–	51
2014 Q4	$1.13M	Buy	+12,180	New	+$1.14M	1.11%	30

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 $3.38T AUM 44.17% 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

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

Bernicke Wealth Management increased its ExxonMobil (XOM) stake by 2.4% in Q2 2026, buying an estimated $31.9K and bringing the position to 9,186 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #45.

Bernicke Wealth Management first reported a position in XOM in Q4 2014 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bernicke Wealth Management held 9,186 shares of ExxonMobil worth $1.26M as of Q2 2026.
Bernicke Wealth Management bought 213 ExxonMobil shares in Q2 2026, an estimated $31.9K.
ExxonMobil made up 0.15% of Bernicke Wealth Management's portfolio in Q2 2026, its #45 holding.
Bernicke Wealth Management first reported a position in ExxonMobil in Q4 2014 and has held it in 6 quarters since.
Bernicke Wealth Management's ExxonMobil position peaked at $1.52M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.