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Bullock Wealth Management’s ExxonMobil XOM Stock Holding History

Bullock 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
Q2 		$1.19M Sell
8,762
-352
-4% -$52.7K 0.52% 50
2026
Q1 		$1.47M Sell
9,114
-246
-3% -$35.9K 0.74% 25
2025
Q4 		$1.13M Buy
9,360
+298
+3% +$34.6K 0.55% 35
2025
Q3 		$1.01M Sell
9,062
-145
-2% -$16.1K 0.5% 47
2025
Q2 		$1.01M Sell
9,207
-334
-4% -$35.7K 0.53% 41
2025
Q1 		$1.14M Sell
9,541
-229
-2% -$25.3K 0.63% 32
2024
Q4 		$1.05M Buy
9,770
+123
+1% +$14.4K 0.61% 34
2024
Q3 		$1.16M Buy
9,647
+228
+2% +$26.3K 0.7% 25
2024
Q2 		$1.08M Sell
9,419
-212
-2% -$24.7K 0.71% 22
2024
Q1 		$1.13M Buy
+9,631
New +$1.01M 0.75% 22

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

Bullock Wealth Management's XOM Position: Q2 2026 in Review

Bullock Wealth Management reduced its ExxonMobil (XOM) stake by 3.9% in Q2 2026, selling an estimated $52.7K and leaving 8,762 shares worth $1.19M. The position accounts for 0.52% of the portfolio, ranked #50.

Bullock Wealth Management first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.47M in Q1 2026. 4,286 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bullock Wealth Management held 8,762 shares of ExxonMobil worth $1.19M as of Q2 2026.
  • Bullock Wealth Management sold 352 ExxonMobil shares in Q2 2026, an estimated $52.7K.
  • ExxonMobil made up 0.52% of Bullock Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Bullock Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's ExxonMobil position peaked at $1.47M in Q1 2026.
  • 4,286 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.