Broadwater Capital’s ExxonMobil XOM Stock Holding History

Broadwater Capital’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	$2.74M	Sell	20,053 -1,517	-7%	-$227K	1.99%	15
2026 Q1	$2.6M	Hold	21,570	–	–	1.94%	14
2025 Q4	$2.6M	Sell	21,570 -6,200	-22%	-$719K	1.94%	14
2025 Q3	$3.13M	Hold	27,770	–	–	2.29%	10
2025 Q2	$2.99M	Sell	27,770 -100	-0.4%	-$10.7K	2.33%	11
2025 Q1	$3.31M	Hold	27,870	–	–	2.59%	10
2024 Q4	$3M	Hold	27,870	–	–	2.3%	11
2024 Q3	$3.27M	Hold	27,870	–	–	2.41%	11
2024 Q2	$3.21M	Sell	27,870 -1,160	-4%	-$135K	2.47%	11
2024 Q1	$3.37M	Sell	29,030 -300	-1%	-$31.4K	2.59%	9
2023 Q4	$2.93M	Buy	+29,330	New	+$3.08M	2.3%	10

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

Broadwater Capital's XOM Position: Q2 2026 in Review

Broadwater Capital reduced its ExxonMobil (XOM) stake by 7% in Q2 2026, selling an estimated $227K and leaving 20,053 shares worth $2.74M. The position accounts for 1.99% of the portfolio, ranked #15.

Broadwater Capital first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q1 2024. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Broadwater Capital held 20,053 shares of ExxonMobil worth $2.74M as of Q2 2026.
Broadwater Capital sold 1,517 ExxonMobil shares in Q2 2026, an estimated $227K.
ExxonMobil made up 1.99% of Broadwater Capital's portfolio in Q2 2026, its #15 holding.
Broadwater Capital first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's ExxonMobil position peaked at $3.37M in Q1 2024.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.