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Bleakley Financial Group’s ExxonMobil XOM Stock Holding History

Bleakley Financial Group’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 		$23.1M Buy
168,726
+10,555
+7% +$1.58M 0.29% 67
2026
Q1 		$26.8M Buy
158,171
+240
+0.2% +$35K 0.42% 51
2025
Q4 		$19M Buy
157,931
+22,925
+17% +$2.66M 0.33% 54
2025
Q3 		$15.2M Sell
135,006
-6,071
-4% -$675K 0.35% 54
2025
Q2 		$15.2M Buy
141,077
+16,993
+14% +$1.82M 0.39% 49
2025
Q1 		$14.8M Buy
124,084
+7,521
+6% +$832K 0.47% 38
2024
Q4 		$12.5M Buy
116,563
+1,206
+1% +$141K 0.38% 43
2024
Q3 		$13.5M Buy
115,357
+3,154
+3% +$364K 0.41% 40
2024
Q2 		$12.9M Buy
112,203
+9,322
+9% +$1.09M 0.37% 50
2024
Q1 		$12M Sell
102,881
-8,472
-8% -$886K 0.35% 56
2023
Q4 		$11.1M Sell
111,353
-7,141
-6% -$751K 0.35% 53
2023
Q3 		$13.9M Sell
118,494
-25,090
-17% -$2.75M 0.49% 38
2023
Q2 		$15.4M Buy
143,584
+26,629
+23% +$2.91M 0.48% 39
2023
Q1 		$12.8M Sell
116,955
-3,249
-3% -$359K 0.43% 44
2022
Q4 		$13.3M Buy
+120,204
New +$12.9M 0.47% 38

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

Bleakley Financial Group's XOM Position: Q2 2026 in Review

Bleakley Financial Group increased its ExxonMobil (XOM) stake by 6.7% in Q2 2026, buying an estimated $1.58M and bringing the position to 168,726 shares worth $23.1M. The position accounts for 0.29% of the portfolio, ranked #67.

Bleakley Financial Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.8M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bleakley Financial Group held 168,726 shares of ExxonMobil worth $23.1M as of Q2 2026.
  • Bleakley Financial Group bought 10,555 ExxonMobil shares in Q2 2026, an estimated $1.58M.
  • ExxonMobil made up 0.29% of Bleakley Financial Group's portfolio in Q2 2026, its #67 holding.
  • Bleakley Financial Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's ExxonMobil position peaked at $26.8M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.