Burling Wealth Partners’s ExxonMobil XOM Stock Holding History

Burling 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	$5.36M	Buy	39,186 +478	+1%	+$71.5K	0.78%	32
2026 Q1	$6.57M	Buy	38,708 +1,838	+5%	+$268K	1.06%	29
2025 Q4	$4.44M	Buy	36,870 +1,401	+4%	+$162K	0.69%	36
2025 Q3	$4M	Buy	35,469 +8,119	+30%	+$903K	0.66%	43
2025 Q2	$2.95M	Buy	27,350 +6,967	+34%	+$745K	0.54%	56
2025 Q1	$2.42M	Buy	20,383 +5,058	+33%	+$559K	0.51%	55
2024 Q4	$1.65M	Buy	+15,325	New	+$1.79M	0.34%	71

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 $3.38T AUM 44.17% 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

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

Burling Wealth Partners increased its ExxonMobil (XOM) stake by 1.2% in Q2 2026, buying an estimated $71.5K and bringing the position to 39,186 shares worth $5.36M. The position accounts for 0.78% of the portfolio, ranked #32.

Burling Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.57M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Burling Wealth Partners held 39,186 shares of ExxonMobil worth $5.36M as of Q2 2026.
Burling Wealth Partners bought 478 ExxonMobil shares in Q2 2026, an estimated $71.5K.
ExxonMobil made up 0.78% of Burling Wealth Partners's portfolio in Q2 2026, its #32 holding.
Burling Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's ExxonMobil position peaked at $6.57M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.