Brown Financial Advisory’s ExxonMobil XOM Stock Holding History

Brown Financial Advisory’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	$222K	Buy	1,624 +1	+0.1%	+$150	0.09%	47
2026 Q1	$275K	Buy	+1,623	New	+$237K	0.14%	47
2025 Q1	–	Sell	-2,214	Closed	-$238K	–	55
2024 Q4	$238K	Buy	+2,214	New	+$259K	0.17%	32

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

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

Brown Financial Advisory increased its ExxonMobil (XOM) stake by 0.06% in Q2 2026, buying an estimated $150 and bringing the position to 1,624 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #47.

Brown Financial Advisory first reported a position in XOM in Q4 2024 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 2,118 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Brown Financial Advisory held 1,624 shares of ExxonMobil worth $222K as of Q2 2026.
Brown Financial Advisory bought 1 ExxonMobil share in Q2 2026, an estimated $150.
ExxonMobil made up 0.09% of Brown Financial Advisory's portfolio in Q2 2026, its #47 holding.
Brown Financial Advisory first reported a position in ExxonMobil in Q4 2024 and has held it in 3 quarters since.
Brown Financial Advisory's ExxonMobil position peaked at $275K in Q1 2026.
2,118 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.