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 Q2	$771K	Hold	5,640	–	–	0.49%	35
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 $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

Brightwater Advisory's XOM Position: Q2 2026 in Review

Brightwater Advisory held its ExxonMobil (XOM) position steady in Q2 2026 at 5,640 shares worth $771K. The position accounts for 0.49% of the portfolio, ranked #35.

Brightwater Advisory first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $957K in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Brightwater Advisory held 5,640 shares of ExxonMobil worth $771K as of Q2 2026.
Brightwater Advisory left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.49% of Brightwater Advisory's portfolio in Q2 2026, its #35 holding.
Brightwater Advisory first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Brightwater Advisory's ExxonMobil position peaked at $957K in Q1 2026.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.