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BIP Wealth’s ExxonMobil XOM Stock Holding History

BIP 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 		$5.15M Buy
37,652
+5,822
+18% +$871K 0.15% 109
2026
Q1 		$5.4M Sell
31,830
-6,554
-17% -$956K 0.22% 78
2025
Q4 		$4.62M Buy
38,384
+16,921
+79% +$1.96M 0.16% 90
2025
Q3 		$2.42M Buy
21,463
+1,810
+9% +$201K 0.12% 78
2025
Q2 		$2.12M Buy
19,653
+584
+3% +$62.4K 0.13% 67
2025
Q1 		$2.27M Sell
19,069
-387
-2% -$42.8K 0.15% 64
2024
Q4 		$2.09M Sell
19,456
-4,165
-18% -$487K 0.14% 63
2024
Q3 		$2.77M Buy
23,621
+5,145
+28% +$594K 0.19% 56
2024
Q2 		$2.13M Sell
18,476
-4,088
-18% -$476K 0.17% 55
2024
Q1 		$2.62M Buy
22,564
+1,018
+5% +$107K 0.19% 54
2023
Q4 		$2.15M Buy
21,546
+4,215
+24% +$443K 0.17% 53
2023
Q3 		$2.04M Sell
17,331
-2,598
-13% -$285K 0.19% 54
2023
Q2 		$2.14M Buy
19,929
+3,161
+19% +$345K 0.17% 53
2023
Q1 		$1.84M Buy
+16,768
New +$1.85M 0.2% 59

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

BIP Wealth's XOM Position: Q2 2026 in Review

BIP Wealth increased its ExxonMobil (XOM) stake by 18% in Q2 2026, buying an estimated $871K and bringing the position to 37,652 shares worth $5.15M. The position accounts for 0.15% of the portfolio, ranked #109.

BIP Wealth first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.4M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BIP Wealth held 37,652 shares of ExxonMobil worth $5.15M as of Q2 2026.
  • BIP Wealth bought 5,822 ExxonMobil shares in Q2 2026, an estimated $871K.
  • ExxonMobil made up 0.15% of BIP Wealth's portfolio in Q2 2026, its #109 holding.
  • BIP Wealth first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's ExxonMobil position peaked at $5.4M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.