Bell & Brown Wealth Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.7M | Sell |
74,942
-75
| -0.1% | -$10.9K | 4.12% | 4 |
|
|
2025
Q4 | $9.03M | Sell |
75,017
-282
| -0.4% | -$32.7K | 2.91% | 8 |
|
|
2025
Q3 | $8.49M | Buy |
75,299
+990
| +1% | +$110K | 2.78% | 8 |
|
|
2025
Q2 | $8.01M | Sell |
74,309
-491
| -0.7% | -$52.5K | 2.86% | 10 |
|
|
2025
Q1 | $8.9M | Buy |
74,800
+509
| +0.7% | +$56.3K | 3.47% | 6 |
|
|
2024
Q4 | $7.99M | Buy |
74,291
+799
| +1% | +$93.5K | 2.97% | 9 |
|
|
2024
Q3 | $8.61M | Buy |
73,492
+174
| +0.2% | +$20.1K | 3.37% | 6 |
|
|
2024
Q2 | $8.44M | Buy |
73,318
+1,544
| +2% | +$180K | 3.23% | 7 |
|
|
2024
Q1 | $8.34M | Sell |
71,774
-989
| -1% | -$103K | 3.57% | 6 |
|
|
2023
Q4 | $7.27M | Buy |
+72,763
| New | +$7.65M | 3.38% | 6 |
|
|
2023
Q2 | $7.79M | Buy |
72,666
+561
| +0.8% | +$61.2K | 3.9% | 4 |
|
|
2023
Q1 | $7.91M | Sell |
72,105
-6,217
| -8% | -$688K | 4.21% | 2 |
|
|
2022
Q4 | $8.64M | Sell |
78,322
-19,747
| -20% | -$2.12M | 4.75% | 1 |
|
|
2022
Q3 | $8.56M | Sell |
98,069
-5,512
| -5% | -$503K | 5.29% | 1 |
|
|
2022
Q2 | $8.87M | Sell |
103,581
-3,929
| -4% | -$354K | 4.74% | 2 |
|
|
2022
Q1 | $8.88M | Sell |
107,510
-6,692
| -6% | -$520K | 4.02% | 3 |
|
|
2021
Q4 | $9.02M | Buy |
114,202
+673
| +0.6% | +$42.1K | 4.35% | 2 |
|
|
2021
Q3 | $6.68M | Buy |
+113,529
| New | +$6.47M | 3.6% | 3 |
|
|
2020
Q3 | $2.05M | Buy |
61,245
+7,320
| +14% | +$299K | 1.48% | 24 |
|
|
2020
Q2 | $2.38M | Buy |
53,925
+19,976
| +59% | +$896K | 1.86% | 22 |
|
|
2020
Q1 | $1.55M | Buy |
33,949
+443
| +1% | +$24.5K | 1.44% | 28 |
|
|
2019
Q4 | $2.31M | Buy |
33,506
+7,355
| +28% | +$509K | 1.72% | 23 |
|
|
2019
Q3 | $1.81M | Buy |
26,151
+1,394
| +6% | +$101K | 1.48% | 28 |
|
|
2019
Q2 | $1.9M | Sell |
24,757
-44
| -0.2% | -$3.41K | 1.67% | 26 |
|
|
2019
Q1 | $2M | Buy |
24,801
+733
| +3% | +$55.9K | 1.83% | 20 |
|
|
2018
Q4 | $1.64M | Sell |
24,068
-1,438
| -6% | -$113K | 1.76% | 23 |
|
|
2018
Q3 | $2.03M | Buy |
25,506
+1,564
| +7% | +$128K | 1.89% | 18 |
|
|
2018
Q2 | $1.98M | Buy |
23,942
+2,057
| +9% | +$164K | 1.96% | 12 |
|
|
2018
Q1 | $1.67M | Buy |
21,885
+232
| +1% | +$18.5K | 1.76% | 15 |
|
|
2017
Q4 | $1.81M | Buy |
+21,653
| New | +$1.79M | 1.88% | 13 |
|
Other funds holding XOM
VCM
VPM
Bell & Brown Wealth Advisors's XOM Position: Q1 2026 in Review
Bell & Brown Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.1% in Q1 2026, selling an estimated $10.9K and leaving 74,942 shares worth $12.7M. The position accounts for 4.12% of the portfolio, ranked #4.
Bell & Brown Wealth Advisors first reported a position in XOM in Q4 2017 and has held it in 30 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Bell & Brown Wealth Advisors held 74,942 shares of ExxonMobil worth $12.7M as of Q1 2026.
- Bell & Brown Wealth Advisors sold 75 ExxonMobil shares in Q1 2026, an estimated $10.9K.
- ExxonMobil made up 4.12% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #4 holding.
- Bell & Brown Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 30 quarters since.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.