Brown Financial Advisors’s ExxonMobil XOM Stock Holding History

Brown Financial Advisors’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	$586K	Sell	3,457 -645	-16%	-$94.1K	0.22%	99
2025 Q4	$494K	Sell	4,102 -42	-1%	-$4.87K	0.18%	107
2025 Q3	$467K	Buy	4,144 +27	+0.7%	+$3K	0.17%	111
2025 Q2	$444K	Sell	4,117 -95	-2%	-$10.2K	0.17%	116
2025 Q1	$501K	Sell	4,212 -49	-1%	-$5.42K	0.21%	97
2024 Q4	$458K	Buy	4,261 +131	+3%	+$15.3K	0.18%	104
2024 Q3	$484K	Sell	4,130 -2,589	-39%	-$299K	0.2%	104
2024 Q2	$773K	Buy	+6,719	New	+$783K	0.35%	86

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Financial Advisors's XOM Position: Q1 2026 in Review

Brown Financial Advisors reduced its ExxonMobil (XOM) stake by 16% in Q1 2026, selling an estimated $94.1K and leaving 3,457 shares worth $586K. The position accounts for 0.22% of the portfolio, ranked #99.

Brown Financial Advisors first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. The position peaked at $773K in Q2 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Brown Financial Advisors held 3,457 shares of ExxonMobil worth $586K as of Q1 2026.
Brown Financial Advisors sold 645 ExxonMobil shares in Q1 2026, an estimated $94.1K.
ExxonMobil made up 0.22% of Brown Financial Advisors's portfolio in Q1 2026, its #99 holding.
Brown Financial Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's ExxonMobil position peaked at $773K in Q2 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.