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Braeburn Wealth Management’s ExxonMobil XOM Stock Holding History

Braeburn 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 		$314K Buy
2,298
+541
+31% +$81K 0.13% 81
2026
Q1 		$298K Hold
1,757
– – 0.17% 72
2025
Q4 		$211K Buy
+1,757
New +$204K 0.11% 81

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Braeburn Wealth Management's XOM Position: Q2 2026 in Review

Braeburn Wealth Management increased its ExxonMobil (XOM) stake by 31% in Q2 2026, buying an estimated $81K and bringing the position to 2,298 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #81.

Braeburn Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Braeburn Wealth Management held 2,298 shares of ExxonMobil worth $314K as of Q2 2026.
  • Braeburn Wealth Management bought 541 ExxonMobil shares in Q2 2026, an estimated $81K.
  • ExxonMobil made up 0.13% of Braeburn Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Braeburn Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.