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BridgePort Financial Solutions’s ExxonMobil XOM Stock Holding History

BridgePort Financial Solutions’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 		$1.93M Sell
14,106
-371
-3% -$55.5K 0.49% 45
2026
Q1 		$2.46M Sell
14,477
-426
-3% -$62.2K 0.7% 36
2025
Q4 		$1.79M Sell
14,903
-11
-0.1% -$1.28K 0.48% 45
2025
Q3 		$1.68M Buy
14,914
+3,339
+29% +$371K 0.45% 48
2025
Q2 		$1.25M Buy
11,575
+7,922
+217% +$847K 0.41% 52
2025
Q1 		$434K Sell
3,653
-12
-0.3% -$1.33K 0.2% 102
2024
Q4 		$404K Buy
+3,665
New +$429K 0.18% 105

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

BridgePort Financial Solutions's XOM Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2026, selling an estimated $55.5K and leaving 14,106 shares worth $1.93M. The position accounts for 0.49% of the portfolio, ranked #45.

BridgePort Financial Solutions first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BridgePort Financial Solutions held 14,106 shares of ExxonMobil worth $1.93M as of Q2 2026.
  • BridgePort Financial Solutions sold 371 ExxonMobil shares in Q2 2026, an estimated $55.5K.
  • ExxonMobil made up 0.49% of BridgePort Financial Solutions's portfolio in Q2 2026, its #45 holding.
  • BridgePort Financial Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's ExxonMobil position peaked at $2.46M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.