Brightwater Advisory’s ExxonMobil XOM Stock Holding History

Brightwater Advisory’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	$957K	Hold	5,640	–	–	0.63%	31
2025 Q4	$679K	Hold	5,640	–	–	0.46%	38
2025 Q3	$636K	Hold	5,640	–	–	0.44%	39
2025 Q2	$608K	Sell	5,640 -82	-1%	-$8.77K	0.44%	37
2025 Q1	$681K	Buy	5,722 +95	+2%	+$10.5K	0.54%	31
2024 Q4	$605K	Hold	5,627	–	–	0.47%	34
2024 Q3	$660K	Hold	5,627	–	–	0.49%	36
2024 Q2	$648K	Hold	5,627	–	–	0.5%	35
2024 Q1	$654K	Hold	5,627	–	–	0.53%	34
2023 Q4	$563K	Buy	+5,627	New	+$591K	0.48%	33

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

Brightwater Advisory's XOM Position: Q1 2026 in Review

Brightwater Advisory held its ExxonMobil (XOM) position steady in Q1 2026 at 5,640 shares worth $957K. The position accounts for 0.63% of the portfolio, ranked #31.

Brightwater Advisory first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,771 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Brightwater Advisory held 5,640 shares of ExxonMobil worth $957K as of Q1 2026.
Brightwater Advisory left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.63% of Brightwater Advisory's portfolio in Q1 2026, its #31 holding.
Brightwater Advisory first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,771 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.