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 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 $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

Burling Wealth Partners's XOM Position: Q1 2026 in Review

Burling Wealth Partners increased its ExxonMobil (XOM) stake by 5% in Q1 2026, buying an estimated $268K and bringing the position to 38,708 shares worth $6.57M. The position accounts for 1.06% of the portfolio, ranked #29.

Burling Wealth Partners first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Burling Wealth Partners held 38,708 shares of ExxonMobil worth $6.57M as of Q1 2026.
Burling Wealth Partners bought 1,838 ExxonMobil shares in Q1 2026, an estimated $268K.
ExxonMobil made up 1.06% of Burling Wealth Partners's portfolio in Q1 2026, its #29 holding.
Burling Wealth Partners first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.