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 Q2	$594K	Buy	4,348 +94	+2%	+$14.1K	0.22%	45
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 $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

Burk Holdings's XOM Position: Q2 2026 in Review

Burk Holdings increased its ExxonMobil (XOM) stake by 2.2% in Q2 2026, buying an estimated $14.1K and bringing the position to 4,348 shares worth $594K. The position accounts for 0.22% of the portfolio, ranked #45.

Burk Holdings first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $722K in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Burk Holdings held 4,348 shares of ExxonMobil worth $594K as of Q2 2026.
Burk Holdings bought 94 ExxonMobil shares in Q2 2026, an estimated $14.1K.
ExxonMobil made up 0.22% of Burk Holdings's portfolio in Q2 2026, its #45 holding.
Burk Holdings first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Burk Holdings's ExxonMobil position peaked at $722K in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.