BW
XOM icon

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
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 $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

BIP Wealth's XOM Position: Q1 2026 in Review

BIP Wealth reduced its ExxonMobil (XOM) stake by 17% in Q1 2026, selling an estimated $956K and leaving 31,830 shares worth $5.4M. The position accounts for 0.22% of the portfolio, ranked #78.

BIP Wealth first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • BIP Wealth held 31,830 shares of ExxonMobil worth $5.4M as of Q1 2026.
  • BIP Wealth sold 6,554 ExxonMobil shares in Q1 2026, an estimated $956K.
  • ExxonMobil made up 0.22% of BIP Wealth's portfolio in Q1 2026, its #78 holding.
  • BIP Wealth first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.