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Brogan Financial’s ExxonMobil XOM Stock Holding History

Brogan Financial’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 		$781K Buy
5,716
+27
+0.5% +$4.04K 0.31% 20
2026
Q1 		$965K Buy
5,689
+26
+0.5% +$3.79K 0.42% 12
2025
Q4 		$682K Sell
5,663
-35
-0.6% -$4.06K 0.3% 20
2025
Q3 		$642K Buy
5,698
+43
+0.8% +$4.78K 0.27% 20
2025
Q2 		$610K Buy
5,655
+46
+0.8% +$4.92K 0.27% 21
2025
Q1 		$667K Buy
5,609
+36
+0.6% +$3.98K 0.32% 20
2024
Q4 		$600K Buy
5,573
+41
+0.7% +$4.8K 0.29% 17
2024
Q3 		$648K Buy
5,532
+32
+0.6% +$3.69K 0.37% 19
2024
Q2 		$633K Buy
5,500
+187
+4% +$21.8K 0.4% 16
2024
Q1 		$618K Sell
5,313
-286
-5% -$29.9K 0.41% 16
2023
Q4 		$560K Buy
5,599
+54
+1% +$5.68K 0.41% 17
2023
Q3 		$652K Sell
5,545
-817
-13% -$89.6K 0.57% 13
2023
Q2 		$682K Buy
6,362
+12
+0.2% +$1.31K 0.58% 12
2023
Q1 		$696K Buy
6,350
+11
+0.2% +$1.22K 0.6% 12
2022
Q4 		$699K Buy
+6,339
New +$679K 0.62% 12

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

Brogan Financial's XOM Position: Q2 2026 in Review

Brogan Financial increased its ExxonMobil (XOM) stake by 0.47% in Q2 2026, buying an estimated $4.04K and bringing the position to 5,716 shares worth $781K. The position accounts for 0.31% of the portfolio, ranked #20.

Brogan Financial first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $965K in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Brogan Financial held 5,716 shares of ExxonMobil worth $781K as of Q2 2026.
  • Brogan Financial bought 27 ExxonMobil shares in Q2 2026, an estimated $4.04K.
  • ExxonMobil made up 0.31% of Brogan Financial's portfolio in Q2 2026, its #20 holding.
  • Brogan Financial first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Brogan Financial's ExxonMobil position peaked at $965K in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.