Bramshill Investments’s ExxonMobil XOM Stock Holding History

Bramshill Investments’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 Q1	$509K	Sell	3,000 -1,000	-25%	-$146K	0.04%	131
2025 Q4	$481K	Sell	4,000 -2,000	-33%	-$232K	0.03%	127
2025 Q3	$677K	Buy	6,000 +1,000	+20%	+$111K	0.05%	111
2025 Q2	$539K	Hold	5,000	–	–	0.06%	124
2025 Q1	$595K	Buy	5,000 +500	+11%	+$55.3K	0.06%	112
2024 Q4	$484K	Buy	+4,500	New	+$526K	0.08%	116
2024 Q1	–	Sell	-10,750	Closed	-$1.07M	–	217
2023 Q4	$1.07M	Buy	+10,750	New	+$1.13M	0.11%	83
2022 Q2	–	Sell	-15,000	Closed	-$1.24M	–	192
2022 Q1	$1.24M	Buy	+15,000	New	+$1.17M	0.17%	76
2021 Q1	–	Sell	-7,461	Closed	-$308K	–	198
2020 Q4	$308K	Sell	7,461 -8,877	-54%	-$333K	0.02%	133
2020 Q3	$561K	Sell	16,338 -548	-3%	-$22.4K	0.08%	77
2020 Q2	$755K	Sell	16,886 -4,827	-22%	-$216K	0.12%	67
2020 Q1	$824K	Hold	21,713	–	–	0.16%	66
2019 Q4	$1.51M	Buy	21,713 +5,920	+37%	+$409K	0.32%	40
2019 Q3	$1.11M	Buy	15,793 +10,572	+202%	+$764K	0.25%	53
2019 Q2	$400K	Sell	5,221 -134	-3%	-$10.4K	0.06%	97
2019 Q1	$433K	Buy	5,355 +122	+2%	+$9.3K	0.07%	94
2018 Q4	$357K	Buy	+5,233	New	+$411K	0.06%	96

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bramshill Investments's XOM Position: Q1 2026 in Review

Bramshill Investments reduced its ExxonMobil (XOM) stake by 25% in Q1 2026, selling an estimated $146K and leaving 3,000 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #131.

Bramshill Investments first reported a position in XOM in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.51M in Q4 2019. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bramshill Investments held 3,000 shares of ExxonMobil worth $509K as of Q1 2026.
Bramshill Investments sold 1,000 ExxonMobil shares in Q1 2026, an estimated $146K.
ExxonMobil made up 0.04% of Bramshill Investments's portfolio in Q1 2026, its #131 holding.
Bramshill Investments first reported a position in ExxonMobil in Q4 2018 and has held it in 17 quarters since.
Bramshill Investments's ExxonMobil position peaked at $1.51M in Q4 2019.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.