BG Investment Services’s ExxonMobil XOM Stock Holding History

BG Investment Services’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	$298K	Buy	2,178 +130	+6%	+$19.5K	0.21%	45
2026 Q1	$347K	Buy	2,048 +5	+0.2%	+$730	0.29%	39
2025 Q4	$246K	Sell	2,043 -4	-0.2%	-$464	0.22%	41
2025 Q3	$231K	Buy	2,047 +6	+0.3%	+$667	0.23%	42
2025 Q2	$220K	Buy	+2,041	New	+$218K	0.28%	40
2025 Q1	–	Sell	-2,896	Closed	-$311K	–	36
2024 Q4	$311K	Buy	+2,896	New	+$339K	0.31%	27

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BG Investment Services's XOM Position: Q2 2026 in Review

BG Investment Services increased its ExxonMobil (XOM) stake by 6.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,178 shares worth $298K. The position accounts for 0.21% of the portfolio, ranked #45.

BG Investment Services first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $347K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

BG Investment Services held 2,178 shares of ExxonMobil worth $298K as of Q2 2026.
BG Investment Services bought 130 ExxonMobil shares in Q2 2026, an estimated $19.5K.
ExxonMobil made up 0.21% of BG Investment Services's portfolio in Q2 2026, its #45 holding.
BG Investment Services first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
BG Investment Services's ExxonMobil position peaked at $347K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.