Bright Futures Wealth Management’s ExxonMobil XOM Stock Holding History

Bright Futures Wealth Management’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	$831K	Buy	6,076 +417	+7%	+$62.4K	0.54%	67
2026 Q1	$960K	Buy	5,659 +1,569	+38%	+$229K	0.66%	52
2025 Q4	$492K	Buy	4,090 +236	+6%	+$27.4K	0.36%	83
2025 Q3	$435K	Buy	+3,854	New	+$428K	0.34%	88
2025 Q1	$369K	Sell	3,503 -1,129	-24%	-$125K	0.4%	76
2024 Q4	$503K	Sell	4,632 -2,476	-35%	-$290K	0.45%	65
2024 Q3	$829K	Buy	7,108 +162	+2%	+$18.7K	0.4%	82
2024 Q2	$812K	Buy	6,946 +289	+4%	+$33.7K	0.44%	71
2024 Q1	$765K	Buy	+6,657	New	+$697K	0.41%	72

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bright Futures Wealth Management's XOM Position: Q2 2026 in Review

Bright Futures Wealth Management increased its ExxonMobil (XOM) stake by 7.4% in Q2 2026, buying an estimated $62.4K and bringing the position to 6,076 shares worth $831K. The position accounts for 0.54% of the portfolio, ranked #67.

Bright Futures Wealth Management first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $960K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bright Futures Wealth Management held 6,076 shares of ExxonMobil worth $831K as of Q2 2026.
Bright Futures Wealth Management bought 417 ExxonMobil shares in Q2 2026, an estimated $62.4K.
ExxonMobil made up 0.54% of Bright Futures Wealth Management's portfolio in Q2 2026, its #67 holding.
Bright Futures Wealth Management first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's ExxonMobil position peaked at $960K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.