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Berry Wealth Group’s ExxonMobil XOM Stock Holding History

Berry Wealth Group’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 		$639K Buy
4,675
+8
+0.2% +$1.2K 2.05% 14
2026
Q1 		$792K Buy
4,667
+7
+0.2% +$1.02K 2.96% 10
2025
Q4 		$561K Buy
4,660
+1,010
+28% +$117K 1.97% 14
2025
Q3 		$412K Sell
3,650
-7,617
-68% -$847K 1.34% 17
2025
Q2 		$1.21M Buy
11,267
+50
+0.4% +$5.34K 0.85% 30
2025
Q1 		$1.33M Buy
11,217
+3
+0% +$332 1.04% 28
2024
Q4 		$1.21M Buy
11,214
+65
+0.6% +$7.6K 0.87% 31
2024
Q3 		$1.31M Sell
11,149
-45
-0.4% -$5.2K 0.94% 30
2024
Q2 		$1.29M Buy
11,194
+703
+7% +$81.9K 1.03% 26
2024
Q1 		$1.22M Buy
10,491
+2,942
+39% +$308K 1.01% 25
2023
Q4 		$755K Buy
+7,549
New +$793K 0.69% 28

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berry Wealth Group's XOM Position: Q2 2026 in Review

Berry Wealth Group increased its ExxonMobil (XOM) stake by 0.17% in Q2 2026, buying an estimated $1.2K and bringing the position to 4,675 shares worth $639K. The position accounts for 2.05% of the portfolio, ranked #14.

Berry Wealth Group first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q1 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Berry Wealth Group held 4,675 shares of ExxonMobil worth $639K as of Q2 2026.
  • Berry Wealth Group bought 8 ExxonMobil shares in Q2 2026, an estimated $1.2K.
  • ExxonMobil made up 2.05% of Berry Wealth Group's portfolio in Q2 2026, its #14 holding.
  • Berry Wealth Group first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's ExxonMobil position peaked at $1.33M in Q1 2025.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.