Brady Family Wealth’s ExxonMobil XOM Stock Holding History

Brady Family 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	$382K	Sell	2,795 -5	-0.2%	-$748	0.11%	91
2026 Q1	$475K	Buy	2,800 +57	+2%	+$8.32K	0.15%	77
2025 Q4	$330K	Sell	2,743 -35	-1%	-$4.06K	0.1%	85
2025 Q3	$313K	Hold	2,778	–	–	0.1%	93
2025 Q2	$299K	Sell	2,778 -72	-3%	-$7.7K	0.09%	96
2025 Q1	$339K	Sell	2,850 -731	-20%	-$80.8K	0.11%	91
2024 Q4	$385K	Hold	3,581	–	–	0.12%	87
2024 Q3	$420K	Hold	3,581	–	–	0.13%	90
2024 Q2	$412K	Buy	3,581 +8	+0.2%	+$932	0.13%	88
2024 Q1	$415K	Hold	3,573	–	–	0.13%	90
2023 Q4	$357K	Buy	3,573 +395	+12%	+$41.5K	0.12%	95
2023 Q3	$374K	Buy	3,178 +371	+13%	+$40.7K	0.14%	87
2023 Q2	$301K	Hold	2,807	–	–	0.11%	101
2023 Q1	$308K	Hold	2,807	–	–	0.12%	100
2022 Q4	$310K	Buy	+2,807	New	+$301K	0.13%	100

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 $3.37T AUM 44.26% 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

Brady Family Wealth's XOM Position: Q2 2026 in Review

Brady Family Wealth reduced its ExxonMobil (XOM) stake by 0.18% in Q2 2026, selling an estimated $748 and leaving 2,795 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #91.

Brady Family Wealth first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $475K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Brady Family Wealth held 2,795 shares of ExxonMobil worth $382K as of Q2 2026.
Brady Family Wealth sold 5 ExxonMobil shares in Q2 2026, an estimated $748.
ExxonMobil made up 0.11% of Brady Family Wealth's portfolio in Q2 2026, its #91 holding.
Brady Family Wealth first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's ExxonMobil position peaked at $475K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.