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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
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 $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

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

Beta Wealth Group reduced its ExxonMobil (XOM) stake by 1.7% in Q1 2026, selling an estimated $14.3K and leaving 5,520 shares worth $937K. The position accounts for 0.39% of the portfolio, ranked #47.

Beta Wealth Group first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Beta Wealth Group held 5,520 shares of ExxonMobil worth $937K as of Q1 2026.
  • Beta Wealth Group sold 98 ExxonMobil shares in Q1 2026, an estimated $14.3K.
  • ExxonMobil made up 0.39% of Beta Wealth Group's portfolio in Q1 2026, its #47 holding.
  • Beta Wealth Group first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.