BWM
XOM icon

BNC Wealth Management’s ExxonMobil XOM Stock Holding History

BNC 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 		$437K Buy
3,194
+1
+0% +$150 0.11% 76
2026
Q1 		$542K Sell
3,193
-43
-1% -$6.28K 0.15% 71
2025
Q4 		$389K Sell
3,236
-20
-0.6% -$2.32K 0.1% 76
2025
Q3 		$367K Hold
3,256
– – 0.09% 73
2025
Q2 		$351K Sell
3,256
-225
-6% -$24.1K 0.1% 69
2025
Q1 		$414K Sell
3,481
-90
-3% -$9.95K 0.15% 70
2024
Q4 		$384K Sell
3,571
-44
-1% -$5.15K 0.13% 69
2024
Q3 		$424K Buy
3,615
+1
+0% +$115 0.16% 68
2024
Q2 		$416K Sell
3,614
-25
-0.7% -$2.91K 0.15% 68
2024
Q1 		$423K Sell
3,639
-40,100
-92% -$4.2M 0.18% 71
2023
Q4 		$4.37M Buy
43,739
+275
+0.6% +$28.9K 2.07% 13
2023
Q3 		$5.11M Buy
43,464
+525
+1% +$57.6K 2.74% 7
2023
Q2 		$4.61M Sell
42,939
-3,820
-8% -$417K 2.44% 9
2023
Q1 		$5.13M Buy
46,759
+443
+1% +$49K 2.86% 6
2022
Q4 		$5.11M Sell
46,316
-981
-2% -$105K 3.02% 6
2022
Q3 		$4.13M Sell
47,297
-1,638
-3% -$150K 2.5% 8
2022
Q2 		$4.19M Buy
48,935
+1,059
+2% +$95.5K 2.19% 10
2022
Q1 		$3.95M Buy
47,876
+1,884
+4% +$146K 1.95% 9
2021
Q4 		$2.81M Buy
45,992
+3,707
+9% +$232K 1.33% 23
2021
Q3 		$2.49M Buy
42,285
+2,879
+7% +$164K 1.47% 19
2021
Q2 		$2.49M Buy
+39,406
New +$2.35M 1.51% 21
2020
Q4 		– Sell
-1,855
Closed -$64K – 476
2020
Q3 		$64K Buy
+1,855
New +$75.8K 0.05% 151

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

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

BNC Wealth Management increased its ExxonMobil (XOM) stake by 0.03% in Q2 2026, buying an estimated $150 and bringing the position to 3,194 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #76.

BNC Wealth Management first reported a position in XOM in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.13M in Q1 2023. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BNC Wealth Management held 3,194 shares of ExxonMobil worth $437K as of Q2 2026.
  • BNC Wealth Management bought 1 ExxonMobil share in Q2 2026, an estimated $150.
  • ExxonMobil made up 0.11% of BNC Wealth Management's portfolio in Q2 2026, its #76 holding.
  • BNC Wealth Management first reported a position in ExxonMobil in Q3 2020 and has held it in 22 quarters since.
  • BNC Wealth Management's ExxonMobil position peaked at $5.13M in Q1 2023.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.