BFA
XOM icon

Bright Financial Advisors’s ExxonMobil XOM Stock Holding History

Bright Financial Advisors’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 		$1.58M Buy
11,537
+3,036
+36% +$454K 0.66% 27
2026
Q1 		$1.44M Buy
8,501
+2,753
+48% +$402K 0.66% 26
2025
Q4 		$692K Sell
5,748
-346
-6% -$40.1K 0.33% 32
2025
Q3 		$687K Sell
6,094
-194
-3% -$21.6K 0.34% 32
2025
Q2 		$678K Buy
6,288
+141
+2% +$15.1K 0.38% 31
2025
Q1 		$731K Buy
6,147
+2,024
+49% +$224K 0.45% 28
2024
Q4 		$443K Sell
4,123
-951
-19% -$111K 0.28% 35
2024
Q3 		$595K Buy
5,074
+322
+7% +$37.2K 0.38% 29
2024
Q2 		$547K Buy
4,752
+1
+0% +$116 0.39% 29
2024
Q1 		$556K Buy
+4,751
New +$497K 0.41% 26

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

Bright Financial Advisors's XOM Position: Q2 2026 in Review

Bright Financial Advisors increased its ExxonMobil (XOM) stake by 36% in Q2 2026, buying an estimated $454K and bringing the position to 11,537 shares worth $1.58M. The position accounts for 0.66% of the portfolio, ranked #27.

Bright Financial Advisors first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Bright Financial Advisors held 11,537 shares of ExxonMobil worth $1.58M as of Q2 2026.
  • Bright Financial Advisors bought 3,036 ExxonMobil shares in Q2 2026, an estimated $454K.
  • ExxonMobil made up 0.66% of Bright Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Bright Financial Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.