Betterment LLC
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Betterment LLC’s ExxonMobil XOM Stock Holding History

Betterment LLC’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 		$738K Buy
4,351
+915
+27% +$134K ﹤0.01% 371
2025
Q4 		$413K Buy
3,436
+691
+25% +$80.1K ﹤0.01% 444
2025
Q3 		$309K Buy
2,745
+23
+0.8% +$2.56K ﹤0.01% 451
2025
Q2 		$293K Sell
2,722
-66
-2% -$7.05K ﹤0.01% 434
2025
Q1 		$332K Sell
2,788
-231
-8% -$25.5K ﹤0.01% 388
2024
Q4 		$325K Sell
3,019
-742
-20% -$86.8K ﹤0.01% 374
2024
Q3 		$441K Sell
3,761
-1,841
-33% -$213K ﹤0.01% 327
2024
Q2 		$645K Buy
5,602
+1,781
+47% +$207K ﹤0.01% 264
2024
Q1 		$444K Buy
+3,821
New +$400K ﹤0.01% 271

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

Betterment LLC's XOM Position: Q1 2026 in Review

Betterment LLC increased its ExxonMobil (XOM) stake by 27% in Q1 2026, buying an estimated $134K and bringing the position to 4,351 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Betterment LLC first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Betterment LLC held 4,351 shares of ExxonMobil worth $738K as of Q1 2026.
  • Betterment LLC bought 915 ExxonMobil shares in Q1 2026, an estimated $134K.
  • ExxonMobil made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #371 holding.
  • Betterment LLC first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.