Brady Martz Wealth Solutions’s ExxonMobil XOM Stock Holding History

Brady Martz Wealth Solutions’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	$1.88M	Buy	13,740 +20	+0.1%	+$2.99K	0.28%	74
2026 Q1	$2.33M	Buy	13,720 +616	+5%	+$89.9K	0.4%	57
2025 Q4	$1.58M	Buy	13,104 +147	+1%	+$17.1K	0.28%	70
2025 Q3	$1.46M	Buy	12,957 +34	+0.3%	+$3.78K	0.27%	72
2025 Q2	$1.39M	Sell	12,923 -7	-0.1%	-$748	0.27%	72
2025 Q1	$1.54M	Buy	12,930 +63	+0.5%	+$6.97K	0.35%	63
2024 Q4	$1.41M	Buy	+12,867	New	+$1.51M	0.34%	65

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Brady Martz Wealth Solutions's XOM Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its ExxonMobil (XOM) stake by 0.15% in Q2 2026, buying an estimated $2.99K and bringing the position to 13,740 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #74.

Brady Martz Wealth Solutions first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q1 2026. 1,560 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Brady Martz Wealth Solutions held 13,740 shares of ExxonMobil worth $1.88M as of Q2 2026.
Brady Martz Wealth Solutions bought 20 ExxonMobil shares in Q2 2026, an estimated $2.99K.
ExxonMobil made up 0.28% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #74 holding.
Brady Martz Wealth Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's ExxonMobil position peaked at $2.33M in Q1 2026.
1,560 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.