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BXM Wealth’s ExxonMobil XOM Stock Holding History

BXM Wealth’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 		$706K Buy
5,167
+958
+23% +$143K 0.38% 65
2026
Q1 		$714K Sell
4,209
-124
-3% -$18.1K 0.55% 50
2025
Q4 		$521K Sell
4,333
-995
-19% -$115K 0.4% 59
2025
Q3 		$601K Buy
5,328
+783
+17% +$87K 0.57% 48
2025
Q2 		$490K Buy
4,545
+123
+3% +$13.1K 0.58% 54
2025
Q1 		$526K Buy
4,422
+287
+7% +$31.7K 0.63% 52
2024
Q4 		$445K Buy
+4,135
New +$484K 0.62% 50

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BXM Wealth's XOM Position: Q2 2026 in Review

BXM Wealth increased its ExxonMobil (XOM) stake by 23% in Q2 2026, buying an estimated $143K and bringing the position to 5,167 shares worth $706K. The position accounts for 0.38% of the portfolio, ranked #65.

BXM Wealth first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $714K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BXM Wealth held 5,167 shares of ExxonMobil worth $706K as of Q2 2026.
  • BXM Wealth bought 958 ExxonMobil shares in Q2 2026, an estimated $143K.
  • ExxonMobil made up 0.38% of BXM Wealth's portfolio in Q2 2026, its #65 holding.
  • BXM Wealth first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's ExxonMobil position peaked at $714K in Q1 2026.
  • 1,524 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.