Bull Oak Capital’s ExxonMobil XOM Stock Holding History

Bull Oak Capital’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	$476K	Hold	3,482	–	–	0.16%	26
2026 Q1	$591K	Hold	3,482	–	–	0.23%	22
2025 Q4	$419K	Buy	+3,482	New	+$404K	0.17%	24

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bull Oak Capital's XOM Position: Q2 2026 in Review

Bull Oak Capital held its ExxonMobil (XOM) position steady in Q2 2026 at 3,482 shares worth $476K. The position accounts for 0.16% of the portfolio, ranked #26.

Bull Oak Capital first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $591K in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bull Oak Capital held 3,482 shares of ExxonMobil worth $476K as of Q2 2026.
Bull Oak Capital left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.16% of Bull Oak Capital's portfolio in Q2 2026, its #26 holding.
Bull Oak Capital first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Bull Oak Capital's ExxonMobil position peaked at $591K in Q1 2026.
4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.