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Birchcreek Wealth Management’s ExxonMobil XOM Stock Holding History

Birchcreek Wealth Management’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 		$780K Sell
4,595
-122
-3% -$17.8K 0.38% 48
2025
Q4 		$568K Sell
4,717
-50
-1% -$5.8K 0.28% 58
2025
Q3 		$537K Sell
4,767
-75
-2% -$8.34K 0.28% 59
2025
Q2 		$522K Sell
4,842
-319
-6% -$34.1K 0.3% 60
2025
Q1 		$614K Buy
5,161
+329
+7% +$36.4K 0.39% 50
2024
Q4 		$520K Sell
4,832
-400
-8% -$46.8K 0.33% 57
2024
Q3 		$613K Sell
5,232
-381
-7% -$44K 0.4% 48
2024
Q2 		$646K Sell
5,613
-323
-5% -$37.6K 0.36% 63
2024
Q1 		$690K Hold
5,936
– – 0.36% 64
2023
Q4 		$593K Buy
5,936
+737
+14% +$77.5K 0.35% 69
2023
Q3 		$611K Sell
5,199
-551
-10% -$60.4K 0.41% 60
2023
Q2 		$617K Sell
5,750
-635
-10% -$69.3K 0.43% 62
2023
Q1 		$700K Buy
6,385
+879
+16% +$97.2K 0.55% 46
2022
Q4 		$607K Sell
5,506
-200
-4% -$21.4K 0.54% 53
2022
Q3 		$498K Buy
5,706
+2,060
+57% +$188K 0.46% 59
2022
Q2 		$312K Sell
3,646
-1,005
-22% -$90.6K 0.28% 84
2022
Q1 		$384K Sell
4,651
-68
-1% -$5.29K 0.34% 67
2021
Q4 		$289K Buy
4,719
+482
+11% +$30.1K 0.25% 90
2021
Q3 		$249K Hold
4,237
– – 0.23% 95
2021
Q2 		$267K Buy
4,237
+139
+3% +$8.3K 0.26% 89
2021
Q1 		$229K Buy
4,098
+491
+14% +$25.7K 0.24% 100
2020
Q4 		$148K Buy
+3,607
New +$135K 0.15% 118

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

Birchcreek Wealth Management's XOM Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its ExxonMobil (XOM) stake by 2.6% in Q1 2026, selling an estimated $17.8K and leaving 4,595 shares worth $780K. The position accounts for 0.38% of the portfolio, ranked #48.

Birchcreek Wealth Management first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Birchcreek Wealth Management held 4,595 shares of ExxonMobil worth $780K as of Q1 2026.
  • Birchcreek Wealth Management sold 122 ExxonMobil shares in Q1 2026, an estimated $17.8K.
  • ExxonMobil made up 0.38% of Birchcreek Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Birchcreek Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.