Burk Holdings’s ExxonMobil XOM Stock Holding History

Burk Holdings’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 Q1	$722K	Buy	4,254 +6	+0.1%	+$876	0.31%	43
2025 Q4	$511K	Buy	4,248 +240	+6%	+$27.8K	0.24%	52
2025 Q3	$452K	Buy	4,008 +50	+1%	+$5.56K	0.24%	50
2025 Q2	$427K	Hold	3,958	–	–	0.27%	41
2025 Q1	$471K	Hold	3,958	–	–	0.36%	39
2024 Q4	$426K	Buy	+3,958	New	+$463K	0.34%	38

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burk Holdings's XOM Position: Q1 2026 in Review

Burk Holdings increased its ExxonMobil (XOM) stake by 0.14% in Q1 2026, buying an estimated $876 and bringing the position to 4,254 shares worth $722K. The position accounts for 0.31% of the portfolio, ranked #43.

Burk Holdings first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Burk Holdings held 4,254 shares of ExxonMobil worth $722K as of Q1 2026.
Burk Holdings bought 6 ExxonMobil shares in Q1 2026, an estimated $876.
ExxonMobil made up 0.31% of Burk Holdings's portfolio in Q1 2026, its #43 holding.
Burk Holdings first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.