Bradley Foster & Sargent’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$107M Buy
783,278
+1,697
+0.2% +$254K 1.52% 19
2026
Q1
$133M Buy
781,581
+27,494
+4% +$4.01M 2.06% 8
2025
Q4
$90.7M Buy
754,087
+20,913
+3% +$2.43M 1.33% 18
2025
Q3
$82.7M Buy
733,174
+16,131
+2% +$1.79M 1.22% 21
2025
Q2
$77.3M Buy
717,043
+499,168
+229% +$53.4M 1.21% 24
2025
Q1
$25.9M Sell
217,875
-4,986
-2% -$551K 0.44% 53
2024
Q4
$24M Buy
222,861
+2,637
+1% +$308K 0.4% 58
2024
Q3
$25.8M Sell
220,224
-3,050
-1% -$352K 0.43% 57
2024
Q2
$25.7M Buy
223,274
+5,515
+3% +$642K 0.46% 53
2024
Q1
$25.3M Sell
217,759
-8,068
-4% -$844K 0.46% 58
2023
Q4
$22.6M Buy
225,827
+273
+0.1% +$28.7K 0.44% 56
2023
Q3
$24.2M Hold
225,554
0.51% 54
2023
Q2
$24.2M Buy
225,554
+61,457
+37% +$6.71M 0.51% 54
2023
Q1
$18M Buy
164,097
+3,019
+2% +$334K 0.43% 63
2022
Q4
$17.8M Buy
161,078
+5,370
+3% +$575K 0.45% 60
2022
Q3
$13.6M Buy
155,708
+2,721
+2% +$248K 0.38% 63
2022
Q2
$13.1M Buy
152,987
+8,734
+6% +$788K 0.34% 64
2022
Q1
$11.9M Buy
144,253
+13,197
+10% +$1.03M 0.25% 77
2021
Q4
$8.02M Sell
131,056
-1,820
-1% -$114K 0.17% 101
2021
Q3
$7.82M Sell
132,876
-649
-0.5% -$37K 0.18% 96
2021
Q2
$8.42M Buy
133,525
+4,929
+4% +$294K 0.2% 97
2021
Q1
$7.18M Sell
128,596
-8,113
-6% -$425K 0.18% 103
2020
Q4
$5.63M Sell
136,709
-11,299
-8% -$424K 0.15% 105
2020
Q3
$5.08M Buy
+148,008
New +$6.05M 0.15% 104
2020
Q1
$7.53M Sell
198,396
-51,125
-20% -$2.82M 0.3% 74
2019
Q4
$17.4M Sell
249,521
-12,692
-5% -$878K 0.54% 57
2019
Q3
$18.5M Sell
262,213
-35,875
-12% -$2.59M 0.62% 53
2019
Q2
$22.8M Sell
298,088
-30,085
-9% -$2.33M 0.76% 43
2019
Q1
$26.5M Sell
328,173
-15,417
-4% -$1.18M 0.93% 35
2018
Q4
$23.4M Sell
343,590
-13,686
-4% -$1.07M 0.95% 33
2018
Q3
$30.4M Sell
357,276
-5,354
-1% -$438K 1.03% 29
2018
Q2
$30M Sell
362,630
-23,006
-6% -$1.83M 1.07% 29
2018
Q1
$28.8M Sell
385,636
-158,660
-29% -$12.7M 1.09% 30
2017
Q4
$45.5M Sell
544,296
-29,919
-5% -$2.47M 1.65% 11
2017
Q3
$47.1M Sell
574,215
-31,783
-5% -$2.52M 1.79% 9
2017
Q2
$48.9M Sell
605,998
-16,579
-3% -$1.36M 1.96% 8
2017
Q1
$51.1M Sell
622,577
-2,576
-0.4% -$215K 2.06% 8
2016
Q4
$56.4M Buy
625,153
+2,271
+0.4% +$198K 2.4% 5
2016
Q3
$54.4M Buy
622,882
+9,326
+2% +$827K 2.38% 4
2016
Q2
$57.5M Sell
613,556
-11,264
-2% -$996K 2.58% 2
2016
Q1
$52.2M Buy
624,820
+23,824
+4% +$1.91M 2.43% 4
2015
Q4
$46.8M Buy
600,996
+31,648
+6% +$2.53M 2.14% 6
2015
Q3
$42.3M Buy
569,348
+55,224
+11% +$4.26M 2.09% 9
2015
Q2
$42.8M Buy
514,124
+21,031
+4% +$1.81M 1.95% 9
2015
Q1
$41.9M Buy
493,093
+5,739
+1% +$509K 1.91% 9
2014
Q4
$45.1M Sell
487,354
-1,204
-0.2% -$112K 2.12% 4
2014
Q3
$45.9M Buy
488,558
+3,442
+0.7% +$343K 2.18% 4
2014
Q2
$48.8M Buy
485,116
+365
+0.1% +$36.8K 2.38% 2
2014
Q1
$47.4M Sell
484,751
-39,497
-8% -$3.76M 2.46% 2
2013
Q4
$53.1M Buy
524,248
+18,299
+4% +$1.69M 2.82% 2
2013
Q3
$43.5M Buy
505,949
+3,701
+0.7% +$334K 2.54% 2
2013
Q2
$45.4M Buy
+502,248
New +$45.2M 2.8% 2

Other funds holding XOM

Bradley Foster & Sargent's XOM Position: Q2 2026 in Review

Bradley Foster & Sargent increased its ExxonMobil (XOM) stake by 0.22% in Q2 2026, buying an estimated $254K and bringing the position to 783,278 shares worth $107M. The position accounts for 1.52% of the portfolio, ranked #19.

Bradley Foster & Sargent first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $133M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bradley Foster & Sargent held 783,278 shares of ExxonMobil worth $107M as of Q2 2026.
  • Bradley Foster & Sargent bought 1,697 ExxonMobil shares in Q2 2026, an estimated $254K.
  • ExxonMobil made up 1.52% of Bradley Foster & Sargent's portfolio in Q2 2026, its #19 holding.
  • Bradley Foster & Sargent first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Bradley Foster & Sargent's ExxonMobil position peaked at $133M in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.