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BKM Wealth Management’s ExxonMobil XOM Stock Holding History

BKM 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 		$386K Sell
2,825
-70
-2% -$10.5K 0.14% 114
2026
Q1 		$491K Sell
2,895
-208
-7% -$30.4K 0.18% 105
2025
Q4 		$373K Hold
3,103
– – 0.14% 114
2025
Q3 		$350K Hold
3,103
– – 0.13% 119
2025
Q2 		$335K Sell
3,103
-2
-0.1% -$214 0.13% 124
2025
Q1 		$369K Sell
3,105
-354
-10% -$39.1K 0.15% 118
2024
Q4 		$372K Buy
3,459
+616
+22% +$72.1K 0.15% 120
2024
Q3 		$333K Sell
2,843
-8,912
-76% -$1.03M 0.14% 127
2024
Q2 		$332K Buy
11,755
+8,914
+314% +$1.04M 0.16% 123
2024
Q1 		$330K Buy
2,841
+72
+3% +$7.53K 0.14% 128
2023
Q4 		$277K Buy
+2,769
New +$291K 0.12% 135

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

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

BKM Wealth Management reduced its ExxonMobil (XOM) stake by 2.4% in Q2 2026, selling an estimated $10.5K and leaving 2,825 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #114.

BKM Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $491K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BKM Wealth Management held 2,825 shares of ExxonMobil worth $386K as of Q2 2026.
  • BKM Wealth Management sold 70 ExxonMobil shares in Q2 2026, an estimated $10.5K.
  • ExxonMobil made up 0.14% of BKM Wealth Management's portfolio in Q2 2026, its #114 holding.
  • BKM Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's ExxonMobil position peaked at $491K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.