Brookwood Investment Group’s ExxonMobil XOM Stock Holding History

Brookwood Investment Group’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	$2.01M	Buy	14,686 +2,670	+22%	+$400K	0.23%	95
2026 Q1	$2.04M	Sell	12,016 -206	-2%	-$30.1K	0.25%	88
2025 Q4	$1.47M	Buy	12,222 +2,784	+29%	+$323K	0.18%	111
2025 Q3	$1.06M	Sell	9,438 -1,664	-15%	-$185K	0.14%	137
2025 Q2	$1.2M	Buy	11,102 +1,018	+10%	+$109K	0.19%	97
2025 Q1	$1.2M	Buy	+10,084	New	+$1.12M	0.21%	94

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Brookwood Investment Group's XOM Position: Q2 2026 in Review

Brookwood Investment Group increased its ExxonMobil (XOM) stake by 22% in Q2 2026, buying an estimated $400K and bringing the position to 14,686 shares worth $2.01M. The position accounts for 0.23% of the portfolio, ranked #95.

Brookwood Investment Group first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Brookwood Investment Group held 14,686 shares of ExxonMobil worth $2.01M as of Q2 2026.
Brookwood Investment Group bought 2,670 ExxonMobil shares in Q2 2026, an estimated $400K.
ExxonMobil made up 0.23% of Brookwood Investment Group's portfolio in Q2 2026, its #95 holding.
Brookwood Investment Group first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's ExxonMobil position peaked at $2.04M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.