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 Q3	$2.13M	Sell	13,095 -645	-5%	-$101K	0.32%	66
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%	+$17K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brady Martz Wealth Solutions's XOM Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its ExxonMobil (XOM) stake by 4.7% in Q3 2026, selling an estimated $101K and leaving 13,095 shares worth $2.13M. The position accounts for 0.32% of the portfolio, ranked #66.

Brady Martz Wealth Solutions first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q1 2026. 2,847 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Brady Martz Wealth Solutions held 13,095 shares of ExxonMobil worth $2.13M as of Q3 2026.
Brady Martz Wealth Solutions sold 645 ExxonMobil shares in Q3 2026, an estimated $101K.
ExxonMobil made up 0.32% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #66 holding.
Brady Martz Wealth Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's ExxonMobil position peaked at $2.33M in Q1 2026.
2,847 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.