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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bright Financial Advisors's XOM Position: Q1 2026 in Review

Bright Financial Advisors increased its ExxonMobil (XOM) stake by 48% in Q1 2026, buying an estimated $402K and bringing the position to 8,501 shares worth $1.44M. The position accounts for 0.66% of the portfolio, ranked #26.

Bright Financial Advisors first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Bright Financial Advisors held 8,501 shares of ExxonMobil worth $1.44M as of Q1 2026.
Bright Financial Advisors bought 2,753 ExxonMobil shares in Q1 2026, an estimated $402K.
ExxonMobil made up 0.66% of Bright Financial Advisors's portfolio in Q1 2026, its #26 holding.
Bright Financial Advisors first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.