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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BWM Planning's XOM Position: Q1 2026 in Review

BWM Planning reduced its ExxonMobil (XOM) stake by 51% in Q1 2026, selling an estimated $3.76M and leaving 24,685 shares worth $4.19M. The position accounts for 1.1% of the portfolio, ranked #21.

BWM Planning first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.07M in Q4 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • BWM Planning held 24,685 shares of ExxonMobil worth $4.19M as of Q1 2026.
  • BWM Planning sold 25,789 ExxonMobil shares in Q1 2026, an estimated $3.76M.
  • ExxonMobil made up 1.1% of BWM Planning's portfolio in Q1 2026, its #21 holding.
  • BWM Planning first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's ExxonMobil position peaked at $6.07M in Q4 2025.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.