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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brio Consultants's XOM Position: Q1 2026 in Review

Brio Consultants reduced its ExxonMobil (XOM) stake by 15% in Q1 2026, selling an estimated $56.6K and leaving 2,143 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #114.

Brio Consultants first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Brio Consultants held 2,143 shares of ExxonMobil worth $332K as of Q1 2026.
  • Brio Consultants sold 388 ExxonMobil shares in Q1 2026, an estimated $56.6K.
  • ExxonMobil made up 0.04% of Brio Consultants's portfolio in Q1 2026, its #114 holding.
  • Brio Consultants first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.