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Beta Wealth Group’s ExxonMobil XOM Stock Holding History

Beta 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 		$782K Buy
5,718
+198
+4% +$29.6K 0.29% 57
2026
Q1 		$937K Sell
5,520
-98
-2% -$14.3K 0.39% 47
2025
Q4 		$676K Sell
5,618
-97
-2% -$11.3K 0.27% 60
2025
Q3 		$644K Sell
5,715
-210
-4% -$23.3K 0.25% 66
2025
Q2 		$639K Buy
5,925
+105
+2% +$11.2K 0.23% 54
2025
Q1 		$692K Sell
5,820
-196
-3% -$21.7K 0.25% 50
2024
Q4 		$647K Buy
6,016
+101
+2% +$11.8K 0.29% 55
2024
Q3 		$693K Buy
5,915
+304
+5% +$35.1K 0.31% 54
2024
Q2 		$646K Buy
5,611
+104
+2% +$12.1K 0.31% 54
2024
Q1 		$640K Buy
5,507
+103
+2% +$10.8K 0.31% 50
2023
Q4 		$540K Buy
5,404
+4
+0.1% +$420 0.28% 56
2023
Q3 		$635K Buy
5,400
+500
+10% +$54.8K 0.38% 47
2023
Q2 		$526K Buy
4,900
+500
+11% +$54.6K 0.3% 58
2023
Q1 		$483K Buy
4,400
+400
+10% +$44.2K 0.28% 56
2022
Q4 		$441K Buy
4,000
+100
+3% +$10.7K 0.3% 57
2022
Q3 		$341K Buy
3,900
+200
+5% +$18.3K 0.25% 56
2022
Q2 		$317K Buy
+3,700
New +$334K 0.21% 59

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

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

Beta Wealth Group increased its ExxonMobil (XOM) stake by 3.6% in Q2 2026, buying an estimated $29.6K and bringing the position to 5,718 shares worth $782K. The position accounts for 0.29% of the portfolio, ranked #57.

Beta Wealth Group first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $937K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beta Wealth Group held 5,718 shares of ExxonMobil worth $782K as of Q2 2026.
  • Beta Wealth Group bought 198 ExxonMobil shares in Q2 2026, an estimated $29.6K.
  • ExxonMobil made up 0.29% of Beta Wealth Group's portfolio in Q2 2026, its #57 holding.
  • Beta Wealth Group first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
  • Beta Wealth Group's ExxonMobil position peaked at $937K in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.