Blue Bell Private Wealth Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.47M | Sell |
10,745
-550
| -5% | -$82.3K | 0.18% | 97 |
|
|
2026
Q1 | $1.92M | Buy |
11,295
+1,062
| +10% | +$155K | 0.28% | 71 |
|
|
2025
Q4 | $1.23M | Sell |
10,233
-5
| -0% | -$580 | 0.18% | 90 |
|
|
2025
Q3 | $1.15M | Buy |
10,238
+283
| +3% | +$31.5K | 0.18% | 88 |
|
|
2025
Q2 | $1.07M | Buy |
9,955
+6,139
| +161% | +$656K | 0.18% | 82 |
|
|
2025
Q1 | $454K | Buy |
3,816
+159
| +4% | +$17.6K | 0.09% | 139 |
|
|
2024
Q4 | $393K | Buy |
3,657
+27
| +0.7% | +$3.16K | 0.07% | 146 |
|
|
2024
Q3 | $426K | Sell |
3,630
-652
| -15% | -$75.3K | 0.08% | 140 |
|
|
2024
Q2 | $493K | Buy |
4,282
+453
| +12% | +$52.8K | 0.1% | 116 |
|
|
2024
Q1 | $445K | Buy |
3,829
+50
| +1% | +$5.23K | 0.1% | 114 |
|
|
2023
Q4 | $378K | Sell |
3,779
-239
| -6% | -$25.1K | 0.09% | 118 |
|
|
2023
Q3 | $472K | Buy |
4,018
+163
| +4% | +$17.9K | 0.13% | 91 |
|
|
2023
Q2 | $413K | Buy |
3,855
+1
| +0% | +$109 | 0.11% | 98 |
|
|
2023
Q1 | $423K | Sell |
3,854
-227
| -6% | -$25.1K | 0.13% | 86 |
|
|
2022
Q4 | $450K | Buy |
4,081
+132
| +3% | +$14.1K | 0.15% | 76 |
|
|
2022
Q3 | $345K | Sell |
3,949
-240
| -6% | -$21.9K | 0.12% | 80 |
|
|
2022
Q2 | $359K | Buy |
4,189
+1,040
| +33% | +$93.8K | 0.12% | 73 |
|
|
2022
Q1 | $260K | Sell |
3,149
-510
| -14% | -$39.6K | 0.07% | 96 |
|
|
2021
Q4 | $224K | Buy |
+3,659
| New | +$229K | 0.06% | 97 |
|
|
2016
Q4 | – | Sell |
-8,143
| Closed | -$711K | – | 400 |
|
|
2016
Q3 | $711K | Buy |
8,143
+9
| +0.1% | +$798 | 0.41% | 38 |
|
|
2016
Q2 | $763K | Sell |
8,134
-979
| -11% | -$86.6K | 0.49% | 33 |
|
|
2016
Q1 | $762K | Buy |
9,113
+1,401
| +18% | +$112K | 0.52% | 32 |
|
|
2015
Q4 | $601K | Sell |
7,712
-412
| -5% | -$32.9K | 0.41% | 44 |
|
|
2015
Q3 | $604K | Hold |
8,124
| – | – | 0.42% | 44 |
|
|
2015
Q2 | $676K | Hold |
8,124
| – | – | 0.41% | 39 |
|
|
2015
Q1 | $690K | Sell |
8,124
-81
| -1% | -$7.18K | 0.41% | 40 |
|
|
2014
Q4 | $758K | Hold |
8,205
| – | – | 0.44% | 37 |
|
|
2014
Q3 | $772K | Hold |
8,205
| – | – | 0.46% | 37 |
|
|
2014
Q2 | $826K | Hold |
8,205
| – | – | 0.5% | 31 |
|
|
2014
Q1 | $801K | Hold |
8,205
| – | – | 0.54% | 33 |
|
|
2013
Q4 | $830K | Buy |
+8,205
| New | +$759K | 0.64% | 29 |
|
Other funds holding XOM
Blue Bell Private Wealth Management's XOM Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its ExxonMobil (XOM) stake by 4.9% in Q2 2026, selling an estimated $82.3K and leaving 10,745 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #97.
Blue Bell Private Wealth Management first reported a position in XOM in Q4 2013 and has held it in 31 quarters since. The position peaked at $1.92M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Blue Bell Private Wealth Management held 10,745 shares of ExxonMobil worth $1.47M as of Q2 2026.
- Blue Bell Private Wealth Management sold 550 ExxonMobil shares in Q2 2026, an estimated $82.3K.
- ExxonMobil made up 0.18% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #97 holding.
- Blue Bell Private Wealth Management first reported a position in ExxonMobil in Q4 2013 and has held it in 31 quarters since.
- Blue Bell Private Wealth Management's ExxonMobil position peaked at $1.92M in Q1 2026.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.