Brendel Financial Advisors’s ExxonMobil XOM Stock Holding History

Brendel Financial Advisors’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	$2.26M	Hold	16,514	–	–	1.05%	43
2026 Q1	$2.8M	Sell	16,514 -50	-0.3%	-$7.3K	1.39%	37
2025 Q4	$1.99M	Buy	16,564 +45	+0.3%	+$5.22K	0.98%	45
2025 Q3	$1.86M	Sell	16,519 -593	-3%	-$65.9K	0.96%	45
2025 Q2	$1.84M	Sell	17,112 -32,520	-66%	-$3.48M	1.03%	46
2025 Q1	$5.9M	Buy	49,632 +1,534	+3%	+$170K	3.59%	2
2024 Q4	$5.17M	Sell	48,098 -601	-1%	-$70.3K	3.13%	2
2024 Q3	$5.71M	Sell	48,699 -874	-2%	-$101K	3.24%	2
2024 Q2	$5.71M	Sell	49,573 -1,050	-2%	-$122K	3.63%	2
2024 Q1	$5.88M	Sell	50,623 -77	-0.2%	-$8.06K	6.73%	1
2023 Q4	$5.07M	Buy	50,700 +807	+2%	+$84.8K	3.32%	2
2023 Q3	$5.87M	Buy	49,893 +799	+2%	+$87.6K	8.71%	1
2023 Q2	$5.26M	Sell	49,094 -1,150	-2%	-$125K	7.92%	1
2023 Q1	$5.51M	Sell	50,244 -5,251	-9%	-$581K	4.08%	2
2022 Q4	$6.12M	Sell	55,495 -505	-0.9%	-$54.1K	12.27%	1
2022 Q3	$4.89M	Sell	56,000 -8,815	-14%	-$805K	11.61%	1
2022 Q2	$5.55M	Sell	64,815 -5,421	-8%	-$489K	4.83%	2
2022 Q1	$5.8M	Buy	70,236 +21,907	+45%	+$1.7M	3.15%	3
2021 Q4	$2.96M	Buy	48,329 +36	+0.1%	+$2.25K	1.53%	27
2021 Q3	$2.84M	Buy	48,293 +28,258	+141%	+$1.61M	3.39%	7
2021 Q2	$1.26M	Sell	20,035 -56,613	-74%	-$3.38M	0.7%	44
2021 Q1	$4.28M	Buy	76,648 +55,588	+264%	+$2.91M	2.87%	6
2020 Q4	$868K	Sell	21,060 -39	-0.2%	-$1.46K	0.59%	43
2020 Q3	$724K	Sell	21,099 -398	-2%	-$16.3K	0.58%	45
2020 Q2	$961K	Hold	21,497	–	–	0.83%	42
2020 Q1	$816K	Hold	21,497	–	–	0.96%	34
2019 Q4	$1.5M	Hold	21,497	–	–	1.28%	33
2019 Q3	$1.52M	Buy	21,497 +275	+1%	+$19.9K	1.36%	33
2019 Q2	$1.63M	Sell	21,222 -1,085	-5%	-$84K	1.57%	31
2019 Q1	$1.8M	Hold	22,307	–	–	1.62%	31
2018 Q4	$1.52M	Buy	+22,307	New	+$1.75M	1.75%	24

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Brendel Financial Advisors's XOM Position: Q2 2026 in Review

Brendel Financial Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 16,514 shares worth $2.26M. The position accounts for 1.05% of the portfolio, ranked #43.

Brendel Financial Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.12M in Q4 2022. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Brendel Financial Advisors held 16,514 shares of ExxonMobil worth $2.26M as of Q2 2026.
Brendel Financial Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 1.05% of Brendel Financial Advisors's portfolio in Q2 2026, its #43 holding.
Brendel Financial Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
Brendel Financial Advisors's ExxonMobil position peaked at $6.12M in Q4 2022.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.