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Brian Low Financial Group’s ExxonMobil XOM Stock Holding History

Brian Low Financial Group’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 		$6.46M Sell
47,268
-772
-2% -$116K 3.77% 2
2026
Q1 		$8.15M Sell
48,040
-898
-2% -$131K 5.54% 2
2025
Q4 		$5.89M Sell
48,938
-130
-0.3% -$15.1K 4.17% 2
2025
Q3 		$5.53M Buy
49,068
+3,196
+7% +$355K 4.29% 3
2025
Q2 		$4.95M Buy
+45,872
New +$4.9M 4.63% 3

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brian Low Financial Group's XOM Position: Q2 2026 in Review

Brian Low Financial Group reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $116K and leaving 47,268 shares worth $6.46M. The position accounts for 3.77% of the portfolio, ranked #2.

Brian Low Financial Group first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.15M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Brian Low Financial Group held 47,268 shares of ExxonMobil worth $6.46M as of Q2 2026.
  • Brian Low Financial Group sold 772 ExxonMobil shares in Q2 2026, an estimated $116K.
  • ExxonMobil made up 3.77% of Brian Low Financial Group's portfolio in Q2 2026, its #2 holding.
  • Brian Low Financial Group first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
  • Brian Low Financial Group's ExxonMobil position peaked at $8.15M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.