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Beverly Hills Private Wealth’s ExxonMobil XOM Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-25,635
Closed -$4.35M – 368
2026
Q1 		$4.35M Sell
25,635
-545
-2% -$79.5K 0.72% 36
2025
Q4 		$3.15M Sell
26,180
-894
-3% -$104K 0.54% 50
2025
Q3 		$3.05M Sell
27,074
-485
-2% -$53.9K 0.54% 51
2025
Q2 		$2.97M Sell
27,559
-234
-0.8% -$25K 0.56% 49
2025
Q1 		$3.31M Sell
27,793
-1,004
-3% -$111K 0.65% 38
2024
Q4 		$3.1M Sell
28,797
-159
-0.5% -$18.6K 0.63% 39
2024
Q3 		$3.39M Sell
28,956
-6,027
-17% -$696K 0.69% 33
2024
Q2 		$4.03M Buy
34,983
+1,784
+5% +$208K 0.88% 27
2024
Q1 		$3.86M Buy
33,199
+5,427
+20% +$568K 0.89% 24
2023
Q4 		$2.78M Sell
27,772
-4,597
-14% -$483K 0.73% 28
2023
Q3 		$3.81M Sell
32,369
-12,668
-28% -$1.39M 1.13% 20
2023
Q2 		$4.84M Buy
45,037
+27,318
+154% +$2.98M 0.8% 34
2023
Q1 		$1.94M Buy
17,719
+6,158
+53% +$681K 0.6% 49
2022
Q4 		$1.28M Buy
+11,561
New +$1.24M 0.56% 58

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

Beverly Hills Private Wealth's XOM Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 25,635 shares — an estimated $4.35M sold.

Beverly Hills Private Wealth first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $4.84M in Q2 2023. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 25,635 ExxonMobil shares in Q2 2026, an estimated $4.35M.
  • Beverly Hills Private Wealth first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's ExxonMobil position peaked at $4.84M in Q2 2023.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.