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 Q2	$460K	Sell	3,367 -90	-3%	-$13.5K	0.16%	127
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Financial Advisors's XOM Position: Q2 2026 in Review

Brown Financial Advisors reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2026, selling an estimated $13.5K and leaving 3,367 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #127.

Brown Financial Advisors first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $773K in Q2 2024. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Brown Financial Advisors held 3,367 shares of ExxonMobil worth $460K as of Q2 2026.
Brown Financial Advisors sold 90 ExxonMobil shares in Q2 2026, an estimated $13.5K.
ExxonMobil made up 0.16% of Brown Financial Advisors's portfolio in Q2 2026, its #127 holding.
Brown Financial Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's ExxonMobil position peaked at $773K in Q2 2024.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.