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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
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 $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

Brogan Financial's XOM Position: Q1 2026 in Review

Brogan Financial increased its ExxonMobil (XOM) stake by 0.46% in Q1 2026, buying an estimated $3.79K and bringing the position to 5,689 shares worth $965K. The position accounts for 0.42% of the portfolio, ranked #12.

Brogan Financial first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Brogan Financial held 5,689 shares of ExxonMobil worth $965K as of Q1 2026.
  • Brogan Financial bought 26 ExxonMobil shares in Q1 2026, an estimated $3.79K.
  • ExxonMobil made up 0.42% of Brogan Financial's portfolio in Q1 2026, its #12 holding.
  • Brogan Financial first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.