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Bridgewealth Advisory Group’s ExxonMobil XOM Stock Holding History

Bridgewealth Advisory 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 		– Sell
-6,905
Closed -$1.17M – 148
2026
Q1 		$1.17M Sell
6,905
-6,437
-48% -$939K 0.24% 50
2025
Q4 		$1.61M Buy
13,342
+115
+0.9% +$13.3K 0.35% 47
2025
Q3 		$1.49M Buy
13,227
+94
+0.7% +$10.4K 0.35% 43
2025
Q2 		$1.42M Buy
13,133
+2,828
+27% +$302K 0.36% 43
2025
Q1 		$1.23M Sell
10,305
-3,250
-24% -$359K 1.61% 21
2024
Q4 		$1.47M Buy
13,555
+1,793
+15% +$210K 0.41% 41
2024
Q3 		$1.38M Buy
11,762
+1,649
+16% +$190K 0.5% 35
2024
Q2 		$1.16M Buy
10,113
+1,979
+24% +$230K 0.52% 34
2024
Q1 		$946K Buy
8,134
+70
+0.9% +$7.32K 0.46% 36
2023
Q4 		$806K Buy
8,064
+29
+0.4% +$3.05K 0.62% 31
2023
Q3 		$945K Sell
8,035
-368
-4% -$40.4K 1.16% 20
2023
Q2 		$901K Buy
8,403
+331
+4% +$36.1K 1.46% 14
2023
Q1 		$885K Buy
8,072
+3,179
+65% +$352K 1.63% 14
2022
Q4 		$540K Buy
+4,893
New +$524K 1.06% 19

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bridgewealth Advisory Group's XOM Position: Q2 2026 in Review

Bridgewealth Advisory Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 6,905 shares — an estimated $1.17M sold.

Bridgewealth Advisory Group first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $1.61M in Q4 2025. 1,598 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bridgewealth Advisory Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 6,905 ExxonMobil shares in Q2 2026, an estimated $1.17M.
  • Bridgewealth Advisory Group first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
  • Bridgewealth Advisory Group's ExxonMobil position peaked at $1.61M in Q4 2025.
  • 1,598 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.