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BWM Planning’s ExxonMobil XOM Stock Holding History

BWM Planning’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 		$3.37M Sell
24,635
-50
-0.2% -$7.48K 0.78% 29
2026
Q1 		$4.19M Sell
24,685
-25,789
-51% -$3.76M 1.1% 21
2025
Q4 		$6.07M Buy
50,474
+12,090
+31% +$1.4M 1.62% 16
2025
Q3 		$4.33M Buy
38,384
+6,434
+20% +$715K 1.29% 21
2025
Q2 		$3.44M Buy
31,950
+1,913
+6% +$204K 1.19% 23
2025
Q1 		$3.57M Sell
30,037
-306
-1% -$33.8K 1.51% 21
2024
Q4 		$3.26M Sell
30,343
-1,658
-5% -$194K 1.42% 22
2024
Q3 		$3.75M Buy
+32,001
New +$3.7M 1.66% 19

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

BWM Planning's XOM Position: Q2 2026 in Review

BWM Planning reduced its ExxonMobil (XOM) stake by 0.2% in Q2 2026, selling an estimated $7.48K and leaving 24,635 shares worth $3.37M. The position accounts for 0.78% of the portfolio, ranked #29.

BWM Planning first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.07M in Q4 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BWM Planning held 24,635 shares of ExxonMobil worth $3.37M as of Q2 2026.
  • BWM Planning sold 50 ExxonMobil shares in Q2 2026, an estimated $7.48K.
  • ExxonMobil made up 0.78% of BWM Planning's portfolio in Q2 2026, its #29 holding.
  • BWM Planning first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's ExxonMobil position peaked at $6.07M in Q4 2025.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.