Braun Stacey Associates’s ExxonMobil XOM Stock Holding History

Braun Stacey Associates’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	$64.4M	Sell	379,572 -2,504	-0.7%	-$365K	2.14%	8
2025 Q4	$46M	Sell	382,076 -3,017	-0.8%	-$350K	1.49%	12
2025 Q3	$43.4M	Sell	385,093 -631	-0.2%	-$70.1K	1.42%	12
2025 Q2	$41.6M	Buy	385,724 +3,911	+1%	+$418K	1.5%	12
2025 Q1	$45.4M	Sell	381,813 -5,354	-1%	-$592K	1.86%	9
2024 Q4	$41.6M	Sell	387,167 -25,208	-6%	-$2.95M	1.56%	11
2024 Q3	$48.3M	Sell	412,375 -17,436	-4%	-$2.01M	1.84%	8
2024 Q2	$49.5M	Buy	429,811 +184,076	+75%	+$21.4M	1.92%	8
2024 Q1	$28.6M	Buy	245,735 +13,635	+6%	+$1.43M	1.13%	26
2023 Q4	$23.2M	Sell	232,100 -13,875	-6%	-$1.46M	1.04%	34
2023 Q3	$28.9M	Sell	245,975 -3,163	-1%	-$347K	1.41%	15
2023 Q2	$26.7M	Sell	249,138 -254,426	-51%	-$27.8M	1.24%	19
2023 Q1	$55.2M	Buy	503,564 +254,772	+102%	+$28.2M	1.45%	7
2022 Q4	$27.4M	Sell	248,792 -15,090	-6%	-$1.62M	1.57%	6
2022 Q3	$23M	Sell	263,882 -17,237	-6%	-$1.57M	1.4%	11
2022 Q2	$24.1M	Sell	281,119 -16,660	-6%	-$1.5M	1.37%	9
2022 Q1	$24.6M	Sell	297,779 -3,500	-1%	-$272K	1.02%	26
2021 Q4	$18.4M	Sell	301,279 -13,255	-4%	-$828K	0.67%	72
2021 Q3	$18.5M	Sell	314,534 -2,795	-0.9%	-$159K	0.74%	66
2021 Q2	$20M	Buy	317,329 +3,923	+1%	+$234K	0.78%	62
2021 Q1	$17.5M	Buy	313,406 +47,701	+18%	+$2.5M	0.74%	69
2020 Q4	$11M	Buy	265,705 +31,102	+13%	+$1.17M	0.49%	95
2020 Q3	$8.05M	Sell	234,603 -5,745	-2%	-$235K	0.43%	96
2020 Q2	$10.7M	Buy	240,348 +57,757	+32%	+$2.59M	0.62%	80
2020 Q1	$6.93M	Sell	182,591 -6,060	-3%	-$335K	0.53%	83
2019 Q4	$13.2M	Buy	188,651 +6,701	+4%	+$463K	0.73%	81
2019 Q3	$12.8M	Buy	181,950 +10,628	+6%	+$768K	0.81%	69
2019 Q2	$13.1M	Sell	171,322 -4,065	-2%	-$315K	0.84%	67
2019 Q1	$14.2M	Buy	175,387 +60	+0%	+$4.58K	0.94%	52
2018 Q4	$12M	Buy	175,327 +164,337	+1,495%	+$12.9M	0.95%	50
2018 Q3	$935K	Sell	10,990 -192,782	-95%	-$15.8M	0.06%	113
2018 Q2	$16.9M	Sell	203,772 -355	-0.2%	-$28.3K	1.14%	27
2018 Q1	$15.2M	Sell	204,127 -28,063	-12%	-$2.24M	1.05%	41
2017 Q4	$19.4M	Sell	232,190 -7,756	-3%	-$641K	1.3%	12
2017 Q3	$19.7M	Sell	239,946 -16,082	-6%	-$1.28M	1.34%	8
2017 Q2	$20.7M	Sell	256,028 -2,275	-0.9%	-$186K	1.34%	8
2017 Q1	$21.2M	Sell	258,303 -18,495	-7%	-$1.55M	1.34%	7
2016 Q4	$25M	Sell	276,798 -16,480	-6%	-$1.44M	1.64%	4
2016 Q3	$25.6M	Sell	293,278 -22,959	-7%	-$2.04M	1.62%	4
2016 Q2	$29.6M	Sell	316,237 -22,014	-7%	-$1.95M	1.92%	2
2016 Q1	$28.3M	Buy	338,251 +11,716	+4%	+$938K	1.85%	3
2015 Q4	$25.5M	Buy	326,535 +4,212	+1%	+$337K	1.6%	3
2015 Q3	$24M	Sell	322,323 -116,428	-27%	-$8.97M	1.61%	2
2015 Q2	$36.5M	Buy	438,751 +103,595	+31%	+$8.91M	1.55%	3
2015 Q1	$28.5M	Buy	335,156 +6,477	+2%	+$574K	1.67%	2
2014 Q4	$30.4M	Buy	328,679 +74,861	+29%	+$6.98M	1.85%	2
2014 Q3	$23.9M	Buy	253,818 +12,312	+5%	+$1.23M	1.47%	5
2014 Q2	$24.3M	Sell	241,506 -16,288	-6%	-$1.64M	1.45%	4
2014 Q1	$25.2M	Sell	257,794 -6,225	-2%	-$593K	1.47%	5
2013 Q4	$26.7M	Sell	264,019 -8,427	-3%	-$779K	1.53%	6
2013 Q3	$23.4M	Sell	272,446 -18,140	-6%	-$1.64M	1.44%	6
2013 Q2	$26.3M	Buy	+290,586	New	+$26.1M	1.66%	2

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

Braun Stacey Associates's XOM Position: Q1 2026 in Review

Braun Stacey Associates reduced its ExxonMobil (XOM) stake by 0.66% in Q1 2026, selling an estimated $365K and leaving 379,572 shares worth $64.4M. The position accounts for 2.14% of the portfolio, ranked #8.

Braun Stacey Associates first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Braun Stacey Associates held 379,572 shares of ExxonMobil worth $64.4M as of Q1 2026.
Braun Stacey Associates sold 2,504 ExxonMobil shares in Q1 2026, an estimated $365K.
ExxonMobil made up 2.14% of Braun Stacey Associates's portfolio in Q1 2026, its #8 holding.
Braun Stacey Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.