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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
Q2 		$1.32M Buy
9,631
+16
+0.2% +$2.4K 0.35% 12
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 		$483K 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 $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

Briaud Financial Planning's XOM Position: Q2 2026 in Review

Briaud Financial Planning increased its ExxonMobil (XOM) stake by 0.17% in Q2 2026, buying an estimated $2.4K and bringing the position to 9,631 shares worth $1.32M. The position accounts for 0.35% of the portfolio, ranked #12.

Briaud Financial Planning first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.79M in Q1 2025. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Briaud Financial Planning held 9,631 shares of ExxonMobil worth $1.32M as of Q2 2026.
  • Briaud Financial Planning bought 16 ExxonMobil shares in Q2 2026, an estimated $2.4K.
  • ExxonMobil made up 0.35% of Briaud Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Briaud Financial Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Briaud Financial Planning's ExxonMobil position peaked at $1.79M in Q1 2025.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.