Bradley & Co Private Wealth Management’s ExxonMobil XOM Stock Holding History

Bradley & Co Private Wealth Management’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	$67.1K	Buy	491 +430	+705%	+$64.4K	0.03%	89
2026 Q1	$10.3K	Hold	61	–	–	0.01%	133
2025 Q4	$7.34K	Hold	61	–	–	﹤0.01%	139
2025 Q3	$6.88K	Hold	61	–	–	﹤0.01%	138
2025 Q2	$6.58K	Buy	61 +1	+2%	+$107	﹤0.01%	132
2025 Q1	$7.14K	Hold	60	–	–	﹤0.01%	127
2024 Q4	$6.45K	Buy	+60	New	+$7.02K	﹤0.01%	130
2024 Q2	$6.91K	Hold	60	–	–	0.01%	125
2024 Q1	$6.97K	Hold	60	–	–	0.01%	130
2023 Q4	$6K	Hold	60	–	–	0.01%	141
2023 Q3	$7.05K	Hold	60	–	–	0.01%	121
2023 Q2	$6.43K	Hold	60	–	–	0.01%	126
2023 Q1	$6.58K	Hold	60	–	–	0.01%	127
2022 Q4	$6.62K	Hold	60	–	–	0.01%	128
2022 Q3	$5K	Hold	60	–	–	0.01%	144
2022 Q2	$5K	Buy	+60	New	+$5.41K	0.01%	151

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bradley & Co Private Wealth Management's XOM Position: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its ExxonMobil (XOM) stake by 705% in Q2 2026, buying an estimated $64.4K and bringing the position to 491 shares worth $67.1K. The position accounts for 0.03% of the portfolio, ranked #89.

Bradley & Co Private Wealth Management first reported a position in XOM in Q2 2022 and has held it in 16 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bradley & Co Private Wealth Management held 491 shares of ExxonMobil worth $67.1K as of Q2 2026.
Bradley & Co Private Wealth Management bought 430 ExxonMobil shares in Q2 2026, an estimated $64.4K.
ExxonMobil made up 0.03% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #89 holding.
Bradley & Co Private Wealth Management first reported a position in ExxonMobil in Q2 2022 and has held it in 16 quarters since.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.