BOK Financial Private Wealth’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.49M Sell
8,798
-348
-4% -$50.8K 0.09% 77
2025
Q4
$1.1M Sell
9,146
-1,317
-13% -$153K 0.07% 85
2025
Q3
$1.18M Sell
10,463
-479
-4% -$53.2K 0.07% 78
2025
Q2
$1.18M Sell
10,942
-6,038
-36% -$645K 0.08% 81
2025
Q1
$2.02M Sell
16,980
-8
-0% -$885 0.15% 62
2024
Q4
$1.83M Sell
16,988
-1,066
-6% -$125K 0.13% 68
2024
Q3
$2.12M Sell
18,054
-6,402
-26% -$739K 0.15% 66
2024
Q2
$2.82M Buy
24,456
+10,247
+72% +$1.19M 0.2% 51
2024
Q1
$1.65M Buy
14,209
+310
+2% +$32.4K 0.12% 82
2023
Q4
$1.39M Buy
13,899
+1,085
+8% +$114K 0.11% 89
2023
Q3
$1.51M Sell
12,814
-2,395
-16% -$263K 0.13% 84
2023
Q2
$1.63M Sell
15,209
-38
-0.2% -$4.15K 0.13% 83
2023
Q1
$1.67M Buy
15,247
+38
+0.2% +$4.2K 0.13% 88
2022
Q4
$1.68M Buy
15,209
+2,010
+15% +$215K 0.14% 85
2022
Q3
$1.15M Sell
13,199
-822
-6% -$75K 0.1% 97
2022
Q2
$1.2M Sell
14,021
-17,213
-55% -$1.55M 0.11% 101
2022
Q1
$2.58M Buy
31,234
+4,784
+18% +$372K 0.18% 83
2021
Q4
$1.62M Buy
26,450
+10,530
+66% +$658K 0.11% 102
2021
Q3
$936K Buy
15,920
+1,409
+10% +$80.3K 0.07% 116
2021
Q2
$915K Buy
14,511
+3,261
+29% +$195K 0.07% 110
2021
Q1
$628K Buy
11,250
+2,668
+31% +$140K 0.06% 120
2020
Q4
$354K Buy
+8,582
New +$322K 0.03% 140
2020
Q3
Sell
-8,731
Closed -$390K 175
2020
Q2
$390K Buy
8,731
+2,422
+38% +$109K 0.04% 128
2020
Q1
$240K Sell
6,309
-2,651
-30% -$146K 0.03% 158
2019
Q4
$625K Buy
8,960
+3,843
+75% +$266K 0.05% 120
2019
Q3
$361K Sell
5,117
-160
-3% -$11.6K 0.05% 83
2019
Q2
$404K Buy
5,277
+125
+2% +$9.68K 0.06% 72
2019
Q1
$416K Sell
5,152
-3,579
-41% -$273K 0.06% 67
2018
Q4
$595K Sell
8,731
-4,683
-35% -$367K 0.08% 61
2018
Q3
$1.14M Buy
13,414
+43
+0.3% +$3.52K 0.18% 36
2018
Q2
$1.11M Buy
13,371
+1,923
+17% +$153K 0.18% 34
2018
Q1
$854K Sell
11,448
-2,663
-19% -$213K 0.14% 42
2017
Q4
$1.18M Sell
14,111
-3,190
-18% -$264K 0.19% 33
2017
Q3
$1.42M Sell
17,301
-8,588
-33% -$682K 0.23% 31
2017
Q2
$2.09M Sell
25,889
-759
-3% -$62.1K 0.3% 27
2017
Q1
$2.19M Sell
26,648
-1,075
-4% -$89.8K 0.31% 28
2016
Q4
$2.5M Sell
27,723
-4,621
-14% -$404K 0.38% 27
2016
Q3
$2.82M Buy
32,344
+22,123
+216% +$1.96M 0.43% 25
2016
Q2
$958K Sell
10,221
-1,000
-9% -$88.4K 0.15% 48
2016
Q1
$938K Hold
11,221
0.16% 28
2015
Q4
$875K Sell
11,221
-1,909
-15% -$153K 0.15% 30
2015
Q3
$976K Buy
13,130
+2,638
+25% +$203K 0.17% 28
2015
Q2
$873K Buy
10,492
+15
+0.1% +$1.29K 0.15% 30
2015
Q1
$891K Sell
10,477
-1,517
-13% -$135K 0.15% 30
2014
Q4
$1.11M Buy
11,994
+2,161
+22% +$202K 0.18% 29
2014
Q3
$925K Hold
9,833
0.16% 30
2014
Q2
$990K Sell
9,833
-1,225
-11% -$124K 0.16% 29
2014
Q1
$1.08M Sell
11,058
-124
-1% -$11.8K 0.19% 27
2013
Q4
$1.13M Hold
11,182
0.2% 23
2013
Q3
$962K Buy
11,182
+2,356
+27% +$212K 0.19% 26
2013
Q2
$797K Buy
+8,826
New +$794K 0.17% 24

Other funds holding XOM

BOK Financial Private Wealth's XOM Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its ExxonMobil (XOM) stake by 3.8% in Q1 2026, selling an estimated $50.8K and leaving 8,798 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #77.

BOK Financial Private Wealth first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.82M in Q3 2016. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • BOK Financial Private Wealth held 8,798 shares of ExxonMobil worth $1.49M as of Q1 2026.
  • BOK Financial Private Wealth sold 348 ExxonMobil shares in Q1 2026, an estimated $50.8K.
  • ExxonMobil made up 0.09% of BOK Financial Private Wealth's portfolio in Q1 2026, its #77 holding.
  • BOK Financial Private Wealth first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
  • BOK Financial Private Wealth's ExxonMobil position peaked at $2.82M in Q3 2016.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.