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 Q3	$1.15M	Buy	+7,039	New	+$1.1M	0.51%	21
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Broadway Wealth Solutions's XOM Position: Q3 2026 in Review

Broadway Wealth Solutions opened a new position in ExxonMobil (XOM) in Q3 2026: 7,039 shares worth $1.15M. The stake represents 0.51% of the portfolio and ranks #21 among its holdings. This is a return to the name: Broadway Wealth Solutions previously reported a position in XOM as recently as Q1 2026.

Broadway Wealth Solutions first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2026. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Broadway Wealth Solutions held 7,039 shares of ExxonMobil worth $1.15M as of Q3 2026.
ExxonMobil was a new Broadway Wealth Solutions position in Q3 2026.
ExxonMobil made up 0.51% of Broadway Wealth Solutions's portfolio in Q3 2026, its #21 holding.
Broadway Wealth Solutions first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's ExxonMobil position peaked at $1.34M in Q1 2026.
2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.