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Brio Consultants’s ExxonMobil XOM Stock Holding History

Brio Consultants’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 		$317K Buy
2,315
+172
+8% +$25.7K 0.04% 123
2026
Q1 		$332K Sell
2,143
-388
-15% -$56.6K 0.04% 114
2025
Q4 		$305K Buy
2,531
+428
+20% +$49.6K 0.04% 117
2025
Q3 		$237K Buy
2,103
+3
+0.1% +$333 0.03% 123
2025
Q2 		$226K Sell
2,100
-9
-0.4% -$962 0.03% 121
2025
Q1 		$251K Buy
2,109
+12
+0.6% +$1.33K 0.04% 102
2024
Q4 		$226K Sell
2,097
-6
-0.3% -$702 0.04% 103
2024
Q3 		$247K Sell
2,103
-181
-8% -$20.9K 0.04% 97
2024
Q2 		$263K Buy
2,284
+218
+11% +$25.4K 0.04% 90
2024
Q1 		$240K Buy
2,066
+2
+0.1% +$209 0.04% 91
2023
Q4 		$206K Sell
2,064
-30
-1% -$3.15K 0.04% 98
2023
Q3 		$246K Buy
2,094
+3
+0.1% +$329 0.05% 83
2023
Q2 		$224K Sell
2,091
-1
-0% -$109 0.04% 90
2023
Q1 		$229K Buy
+2,092
New +$231K 0.04% 87

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

Brio Consultants's XOM Position: Q2 2026 in Review

Brio Consultants increased its ExxonMobil (XOM) stake by 8% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,315 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #123.

Brio Consultants first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $332K in Q1 2026. 4,267 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Brio Consultants held 2,315 shares of ExxonMobil worth $317K as of Q2 2026.
  • Brio Consultants bought 172 ExxonMobil shares in Q2 2026, an estimated $25.7K.
  • ExxonMobil made up 0.04% of Brio Consultants's portfolio in Q2 2026, its #123 holding.
  • Brio Consultants first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • Brio Consultants's ExxonMobil position peaked at $332K in Q1 2026.
  • 4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.