BGAI
XOM icon

Bruce G. Allen Investments’s ExxonMobil XOM Stock Holding History

Bruce G. Allen Investments’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 		$717K Sell
5,245
-178
-3% -$26.6K 0.46% 27
2026
Q1 		$920K Sell
5,423
-309
-5% -$45.1K 0.6% 19
2025
Q4 		$690K Buy
5,732
+419
+8% +$48.6K 0.47% 23
2025
Q3 		$599K Sell
5,313
-235
-4% -$26.1K 0.43% 24
2025
Q2 		$598K Sell
5,548
-99
-2% -$10.6K 0.45% 25
2025
Q1 		$672K Sell
5,647
-274
-5% -$30.3K 0.53% 21
2024
Q4 		$637K Sell
5,921
-83
-1% -$9.71K 0.52% 24
2024
Q3 		$704K Sell
6,004
-69
-1% -$7.97K 0.55% 24
2024
Q2 		$699K Buy
6,073
+686
+13% +$79.9K 0.59% 22
2024
Q1 		$626K Sell
5,387
-10
-0.2% -$1.05K 0.51% 28
2023
Q4 		$540K Buy
+5,397
New +$567K 0.49% 27

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's XOM Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its ExxonMobil (XOM) stake by 3.3% in Q2 2026, selling an estimated $26.6K and leaving 5,245 shares worth $717K. The position accounts for 0.46% of the portfolio, ranked #27.

Bruce G. Allen Investments first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $920K in Q1 2026. 4,288 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bruce G. Allen Investments held 5,245 shares of ExxonMobil worth $717K as of Q2 2026.
  • Bruce G. Allen Investments sold 178 ExxonMobil shares in Q2 2026, an estimated $26.6K.
  • ExxonMobil made up 0.46% of Bruce G. Allen Investments's portfolio in Q2 2026, its #27 holding.
  • Bruce G. Allen Investments first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's ExxonMobil position peaked at $920K in Q1 2026.
  • 4,288 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.