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
Q2 		$551K Sell
4,030
-321
-7% -$48K ﹤0.01% 459
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 $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 $3.38T AUM 44.17% 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

Betterment LLC's XOM Position: Q2 2026 in Review

Betterment LLC reduced its ExxonMobil (XOM) stake by 7.4% in Q2 2026, selling an estimated $48K and leaving 4,030 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Betterment LLC first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $738K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Betterment LLC held 4,030 shares of ExxonMobil worth $551K as of Q2 2026.
  • Betterment LLC sold 321 ExxonMobil shares in Q2 2026, an estimated $48K.
  • ExxonMobil made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #459 holding.
  • Betterment LLC first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Betterment LLC's ExxonMobil position peaked at $738K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.