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BSW Wealth Partners’s ExxonMobil XOM Stock Holding History

BSW Wealth Partners’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 		$1.16M Sell
8,504
-151
-2% -$22.6K 0.13% 95
2026
Q1 		$1.47M Buy
8,655
+226
+3% +$33K 0.18% 71
2025
Q4 		$1.01M Sell
8,429
-952
-10% -$110K 0.12% 100
2025
Q3 		$1.06M Sell
9,381
-382
-4% -$42.5K 0.13% 89
2025
Q2 		$1.05M Sell
9,763
-3,471
-26% -$371K 0.14% 87
2025
Q1 		$1.57M Sell
13,234
-494
-4% -$54.6K 0.24% 60
2024
Q4 		$1.48M Buy
13,728
+811
+6% +$94.9K 0.22% 61
2024
Q3 		$1.51M Buy
12,917
+2,150
+20% +$248K 0.23% 56
2024
Q2 		$1.24M Sell
10,767
-65
-0.6% -$7.57K 0.2% 65
2024
Q1 		$1.26M Hold
10,832
– – 0.21% 66
2023
Q4 		$1.08M Buy
10,832
+1,120
+12% +$118K 0.21% 67
2023
Q3 		$1.14M Sell
9,712
-11
-0.1% -$1.21K 0.25% 52
2023
Q2 		$1.04M Buy
9,723
+31
+0.3% +$3.38K 0.22% 62
2023
Q1 		$1.06M Hold
9,692
– – 0.22% 61
2022
Q4 		$1.07M Hold
9,692
– – 0.23% 64
2022
Q3 		$846K Buy
9,692
+128
+1% +$11.7K 0.21% 63
2022
Q2 		$819K Buy
9,564
+752
+9% +$67.8K 0.2% 71
2022
Q1 		$728K Sell
8,812
-182
-2% -$14.1K 0.18% 88
2021
Q4 		$550K Sell
8,994
-246
-3% -$15.4K 0.14% 106
2021
Q3 		$544K Hold
9,240
– – 0.15% 99
2021
Q2 		$583K Sell
9,240
-1,199
-11% -$71.6K 0.16% 87
2021
Q1 		$583K Buy
10,439
+827
+9% +$43.4K 0.17% 80
2020
Q4 		$396K Sell
9,612
-180
-2% -$6.75K 0.12% 100
2020
Q3 		$336K Sell
9,792
-693
-7% -$28.3K 0.13% 94
2020
Q2 		$469K Sell
10,485
-1,241
-11% -$55.7K 0.16% 68
2020
Q1 		$445K Sell
11,726
-116
-1% -$6.41K 0.18% 55
2019
Q4 		$826K Sell
11,842
-211
-2% -$14.6K 0.28% 39
2019
Q3 		$851K Sell
12,053
-241
-2% -$17.4K 0.33% 33
2019
Q2 		$942K Sell
12,294
-269
-2% -$20.8K 0.36% 35
2019
Q1 		$1.01M Buy
12,563
+224
+2% +$17.1K 0.4% 31
2018
Q4 		$841K Sell
12,339
-495
-4% -$38.8K 0.32% 37
2018
Q3 		$1.09M Buy
12,834
+271
+2% +$22.2K 0.42% 28
2018
Q2 		$1.04M Sell
12,563
-446
-3% -$35.5K 0.45% 27
2018
Q1 		$971K Buy
13,009
+388
+3% +$31K 0.43% 27
2017
Q4 		$1.06M Sell
12,621
-1,166
-8% -$96.4K 0.44% 27
2017
Q3 		$1.13M Sell
13,787
-569
-4% -$45.2K 0.49% 24
2017
Q2 		$1.16M Buy
14,356
+47
+0.3% +$3.85K 0.53% 22
2017
Q1 		$1.17M Sell
14,309
-2,164
-13% -$181K 0.58% 23
2016
Q4 		$1.49M Buy
16,473
+15,040
+1,050% +$1.31M 0.78% 19
2016
Q3 		$16.4K Sell
1,433
-14,553
-91% -$1.29M 0.57% 24
2016
Q2 		$1.5M Sell
15,986
-212
-1% -$18.7K 0.82% 15
2016
Q1 		$1.35M Sell
16,198
-413
-2% -$33.1K 0.76% 17
2015
Q4 		$1.29M Buy
16,611
+925
+6% +$73.9K 0.65% 21
2015
Q3 		$1.17M Buy
15,686
+4,090
+35% +$315K 0.7% 20
2015
Q2 		$965K Buy
11,596
+306
+3% +$26.3K 0.61% 19
2015
Q1 		$960K Sell
11,290
-6,021
-35% -$534K 0.61% 18
2014
Q4 		$1.6M Sell
17,311
-107
-0.6% -$9.98K 1.29% 12
2014
Q3 		$1.64M Buy
17,418
+6,733
+63% +$671K 1.28% 12
2014
Q2 		$1.08M Buy
10,685
+2
+0% +$202 0.85% 13
2014
Q1 		$1.04M Sell
10,683
-6,260
-37% -$597K 0.84% 13
2013
Q4 		$1.72M Buy
16,943
+95
+0.6% +$8.78K 1.37% 12
2013
Q3 		$1.45M Sell
16,848
-434
-3% -$39.1K 1.26% 13
2013
Q2 		$1.56M Buy
+17,282
New +$1.56M 1.37% 12

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

BSW Wealth Partners's XOM Position: Q2 2026 in Review

BSW Wealth Partners reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $22.6K and leaving 8,504 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #95.

BSW Wealth Partners first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.72M in Q4 2013. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BSW Wealth Partners held 8,504 shares of ExxonMobil worth $1.16M as of Q2 2026.
  • BSW Wealth Partners sold 151 ExxonMobil shares in Q2 2026, an estimated $22.6K.
  • ExxonMobil made up 0.13% of BSW Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • BSW Wealth Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • BSW Wealth Partners's ExxonMobil position peaked at $1.72M in Q4 2013.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.