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Burton Enright Welch’s ExxonMobil XOM Stock Holding History

Burton Enright Welch’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 		$497K Sell
3,636
-517
-12% -$77.4K 0.06% 96
2026
Q1 		$705K Buy
4,153
+589
+17% +$86K 0.1% 75
2025
Q4 		$429K Buy
3,564
+258
+8% +$29.9K 0.06% 100
2025
Q3 		$373K Buy
3,306
+289
+10% +$32.1K 0.06% 103
2025
Q2 		$325K Buy
3,017
+106
+4% +$11.3K 0.06% 100
2025
Q1 		$346K Sell
2,911
-49
-2% -$5.42K 0.07% 77
2024
Q4 		$318K Buy
2,960
+49
+2% +$5.73K 0.07% 79
2024
Q3 		$341K Sell
2,911
-1
-0% -$115 0.07% 72
2024
Q2 		$335K Sell
2,912
-410
-12% -$47.8K 0.08% 76
2024
Q1 		$386K Sell
3,322
-123
-4% -$12.9K 0.09% 67
2023
Q4 		$344K Sell
3,445
-378
-10% -$39.7K 0.09% 69
2023
Q3 		$449K Sell
3,823
-215
-5% -$23.6K 0.14% 53
2023
Q2 		$433K Buy
4,038
+55
+1% +$6K 0.14% 53
2023
Q1 		$437K Buy
3,983
+137
+4% +$15.2K 0.17% 48
2022
Q4 		$424K Sell
3,846
-105
-3% -$11.3K 0.18% 44
2022
Q3 		$345K Hold
3,951
– – 0.17% 46
2022
Q2 		$338K Sell
3,951
-215
-5% -$19.4K 0.2% 44
2022
Q1 		$344K Sell
4,166
-14
-0.3% -$1.09K 0.19% 50
2021
Q4 		$256K Buy
+4,180
New +$261K 0.17% 54

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 $3.37T AUM 44.26% 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

Burton Enright Welch's XOM Position: Q2 2026 in Review

Burton Enright Welch reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $77.4K and leaving 3,636 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #96.

Burton Enright Welch first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $705K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Burton Enright Welch held 3,636 shares of ExxonMobil worth $497K as of Q2 2026.
  • Burton Enright Welch sold 517 ExxonMobil shares in Q2 2026, an estimated $77.4K.
  • ExxonMobil made up 0.06% of Burton Enright Welch's portfolio in Q2 2026, its #96 holding.
  • Burton Enright Welch first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's ExxonMobil position peaked at $705K in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.