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Broadway Wealth Solutions’s ExxonMobil XOM Stock Holding History

Broadway Wealth Solutions’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 		– Sell
-7,879
Closed -$1.34M – 105
2026
Q1 		$1.34M Buy
7,879
+264
+3% +$38.5K 0.69% 19
2025
Q4 		$916K Sell
7,615
-343
-4% -$39.8K 0.49% 23
2025
Q3 		$897K Sell
7,958
-125
-2% -$13.9K 0.5% 22
2025
Q2 		$871K Buy
8,083
+908
+13% +$97.1K 0.54% 20
2025
Q1 		$853K Buy
7,175
+66
+0.9% +$7.3K 0.62% 18
2024
Q4 		$765K Buy
+7,109
New +$832K 0.58% 20

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Broadway Wealth Solutions's XOM Position: Q2 2026 in Review

Broadway Wealth Solutions sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 7,879 shares — an estimated $1.34M sold.

Broadway Wealth Solutions first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $1.34M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Broadway Wealth Solutions reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 7,879 ExxonMobil shares in Q2 2026, an estimated $1.34M.
  • Broadway Wealth Solutions first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
  • Broadway Wealth Solutions's ExxonMobil position peaked at $1.34M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.