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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
Q2 		$656K Buy
4,795
+200
+4% +$29.9K 0.26% 62
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 $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

Birchcreek Wealth Management's XOM Position: Q2 2026 in Review

Birchcreek Wealth Management increased its ExxonMobil (XOM) stake by 4.4% in Q2 2026, buying an estimated $29.9K and bringing the position to 4,795 shares worth $656K. The position accounts for 0.26% of the portfolio, ranked #62.

Birchcreek Wealth Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $780K in Q1 2026. 4,265 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Birchcreek Wealth Management held 4,795 shares of ExxonMobil worth $656K as of Q2 2026.
  • Birchcreek Wealth Management bought 200 ExxonMobil shares in Q2 2026, an estimated $29.9K.
  • ExxonMobil made up 0.26% of Birchcreek Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Birchcreek Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's ExxonMobil position peaked at $780K in Q1 2026.
  • 4,265 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.