BWG
XOM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berry Wealth Group's XOM Position: Q1 2026 in Review

Berry Wealth Group increased its ExxonMobil (XOM) stake by 0.15% in Q1 2026, buying an estimated $1.02K and bringing the position to 4,667 shares worth $792K. The position accounts for 2.96% of the portfolio, ranked #10.

Berry Wealth Group first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2025. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Berry Wealth Group held 4,667 shares of ExxonMobil worth $792K as of Q1 2026.
  • Berry Wealth Group bought 7 ExxonMobil shares in Q1 2026, an estimated $1.02K.
  • ExxonMobil made up 2.96% of Berry Wealth Group's portfolio in Q1 2026, its #10 holding.
  • Berry Wealth Group first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's ExxonMobil position peaked at $1.33M in Q1 2025.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.