Bridge Generations Wealth Management’s ExxonMobil XOM Stock Holding History

Bridge Generations 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 Q1	–	Sell	-9	Closed	-$1.08K	–	124
2025 Q4	$1.08K	Hold	9	–	–	﹤0.01%	91
2025 Q3	$1.01K	Hold	9	–	–	﹤0.01%	97
2025 Q2	$971	Hold	9	–	–	﹤0.01%	90
2025 Q1	$1.07K	Buy	+9	New	+$995	﹤0.01%	102

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

Bridge Generations Wealth Management's XOM Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 9 shares — an estimated $1.08K sold.

Bridge Generations Wealth Management first reported a position in XOM in Q1 2025 and held it in 4 quarters. The position peaked at $1.08K in Q4 2025. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bridge Generations Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 9 ExxonMobil shares in Q1 2026, an estimated $1.08K.
Bridge Generations Wealth Management first reported a position in ExxonMobil in Q1 2025 and held it in 4 quarters.
Bridge Generations Wealth Management's ExxonMobil position peaked at $1.08K in Q4 2025.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.