BKA
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Brick & Kyle Associates’s ExxonMobil XOM Stock Holding History

Brick & Kyle 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 		$298K Buy
+1,755
New +$256K 0.1% 81
2019
Q4 		– Sell
-3,664
Closed -$251K – 72
2019
Q3 		$251K Hold
3,664
– – 0.21% 59
2019
Q2 		$278K Sell
3,664
-253
-6% -$19.6K 0.26% 57
2019
Q1 		$316K Hold
3,917
– – 0.32% 50
2018
Q4 		$267K Buy
+3,917
New +$307K 0.26% 72
2018
Q2 		$1.35M Sell
16,289
-650
-4% -$51.8K 1.05% 34
2018
Q1 		$1.26M Buy
16,939
+349
+2% +$27.9K 1.02% 33
2017
Q4 		$1.39M Sell
16,590
-673
-4% -$55.7K 1.13% 30
2017
Q3 		$1.42M Sell
17,263
-250
-1% -$19.9K 1.14% 32
2017
Q2 		$1.41M Sell
17,513
-3,783
-18% -$310K 1.21% 30
2017
Q1 		$1.75M Sell
21,296
-250
-1% -$20.9K 1.35% 28
2016
Q4 		$1.95M Sell
21,546
-300
-1% -$26.2K 1.56% 24
2016
Q3 		$1.91M Sell
21,846
-275
-1% -$24.4K 1.53% 24
2016
Q2 		$2.07M Sell
22,121
-28
-0.1% -$2.48K 1.7% 21
2016
Q1 		$1.85M Sell
22,149
-250
-1% -$20K 1.61% 23
2015
Q4 		$1.75M Sell
22,399
-1,250
-5% -$99.9K 1.54% 25
2015
Q3 		$1.76M Buy
23,649
+375
+2% +$28.9K 1.65% 21
2015
Q2 		$1.94M Sell
23,274
-400
-2% -$34.4K 1.62% 20
2015
Q1 		$2.01M Sell
23,674
-1,025
-4% -$90.9K 1.72% 18
2014
Q4 		$2.28M Buy
+24,699
New +$2.3M 1.97% 14

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

Brick & Kyle Associates's XOM Position: Q1 2026 in Review

Brick & Kyle Associates opened a new position in ExxonMobil (XOM) in Q1 2026: 1,755 shares worth $298K. The stake represents 0.1% of the portfolio and ranks #81 among its holdings. This is a return to the name: Brick & Kyle Associates previously reported a position in XOM as recently as Q3 2019.

Brick & Kyle Associates first reported a position in XOM in Q4 2014 and has held it in 20 quarters since. The position peaked at $2.28M in Q4 2014. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Brick & Kyle Associates held 1,755 shares of ExxonMobil worth $298K as of Q1 2026.
  • ExxonMobil was a new Brick & Kyle Associates position in Q1 2026.
  • ExxonMobil made up 0.1% of Brick & Kyle Associates's portfolio in Q1 2026, its #81 holding.
  • Brick & Kyle Associates first reported a position in ExxonMobil in Q4 2014 and has held it in 20 quarters since.
  • Brick & Kyle Associates's ExxonMobil position peaked at $2.28M in Q4 2014.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.