BFP
XOM icon

Briaud Financial Planning’s ExxonMobil XOM Stock Holding History

Briaud Financial Planning’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 		$1.63M Hold
9,615
– – 0.43% 10
2025
Q4 		$1.16M Sell
9,615
-250
-3% -$29K 0.29% 13
2025
Q3 		$1.11M Sell
9,865
-5,364
-35% -$596K 0.36% 11
2025
Q2 		$1.64M Buy
15,229
+171
+1% +$18.3K 0.65% 8
2025
Q1 		$1.79M Hold
15,058
– – 0.71% 8
2024
Q4 		$1.62M Buy
15,058
+1,036
+7% +$121K 0.66% 8
2024
Q3 		$1.64M Buy
14,022
+475
+4% +$54.8K 0.85% 7
2024
Q2 		$1.56M Buy
13,547
+1,319
+11% +$154K 0.9% 7
2024
Q1 		$1.42M Sell
12,228
-57
-0.5% -$5.96K 0.81% 7
2023
Q4 		$1.23M Buy
12,285
+266
+2% +$28K 1.05% 6
2023
Q3 		$1.41M Hold
12,019
– – 1.14% 7
2023
Q2 		$1.29M Buy
12,019
+58
+0.5% +$6.33K 1.22% 7
2023
Q1 		$1.31M Buy
11,961
+4,593
+62% +$508K 1.24% 6
2022
Q4 		$812K Buy
7,368
+37
+0.5% +$3.96K 0.66% 10
2022
Q3 		$811K Buy
7,331
+4,075
+125% +$372K 0.72% 11
2022
Q2 		$278K Hold
3,256
– – 0.18% 17
2022
Q1 		$268K Sell
3,256
-300
-8% -$23.3K 0.15% 20
2021
Q4 		$217K Sell
3,556
-4,278
-55% -$267K 0.12% 25
2021
Q3 		$460K Buy
7,834
+1,643
+27% +$93.6K 0.3% 12
2021
Q2 		$390K Sell
6,191
-2,383
-28% -$142K 0.26% 14
2021
Q1 		$479K Sell
8,574
-3,159
-27% -$166K 0.35% 12
2020
Q4 		$483 Sell
11,733
-4,475
-28% -$168K 0.31% 12
2020
Q3 		$556K Buy
16,208
+1,288
+9% +$52.7K 0.4% 10
2020
Q2 		$667K Buy
14,920
+94
+0.6% +$4.22K 0.51% 7
2020
Q1 		$563K Sell
14,826
-8,578
-37% -$474K 0.81% 7
2019
Q4 		$1.63M Buy
+23,404
New +$1.62M 1.66% 8

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Briaud Financial Planning's XOM Position: Q1 2026 in Review

Briaud Financial Planning held its ExxonMobil (XOM) position steady in Q1 2026 at 9,615 shares worth $1.63M. The position accounts for 0.43% of the portfolio, ranked #10.

Briaud Financial Planning first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.79M in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Briaud Financial Planning held 9,615 shares of ExxonMobil worth $1.63M as of Q1 2026.
  • Briaud Financial Planning left its ExxonMobil share count unchanged in Q1 2026.
  • ExxonMobil made up 0.43% of Briaud Financial Planning's portfolio in Q1 2026, its #10 holding.
  • Briaud Financial Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Briaud Financial Planning's ExxonMobil position peaked at $1.79M in Q1 2025.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.