BlueStem Wealth Partners’s ExxonMobil XOM Stock Holding History

BlueStem Wealth Partners’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	$406K	Sell	2,391 -215	-8%	-$31.4K	0.05%	91
2025 Q4	$314K	Buy	2,606 +412	+19%	+$47.8K	0.03%	95
2025 Q3	$247K	Sell	2,194 -10	-0.5%	-$1.11K	0.03%	109
2025 Q2	$238K	Buy	+2,204	New	+$236K	0.03%	100

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlueStem Wealth Partners's XOM Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its ExxonMobil (XOM) stake by 8.3% in Q1 2026, selling an estimated $31.4K and leaving 2,391 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #91.

BlueStem Wealth Partners first reported a position in XOM in Q2 2025 and has held it in 4 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

BlueStem Wealth Partners held 2,391 shares of ExxonMobil worth $406K as of Q1 2026.
BlueStem Wealth Partners sold 215 ExxonMobil shares in Q1 2026, an estimated $31.4K.
ExxonMobil made up 0.05% of BlueStem Wealth Partners's portfolio in Q1 2026, its #91 holding.
BlueStem Wealth Partners first reported a position in ExxonMobil in Q2 2025 and has held it in 4 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.