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Brown Miller Wealth Management’s ExxonMobil XOM Stock Holding History

Brown Miller Wealth Management’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 		$531K Buy
3,884
+213
+6% +$31.9K 0.13% 122
2026
Q1 		$623K Sell
3,671
-340
-8% -$49.6K 0.18% 96
2025
Q4 		$483K Sell
4,011
-125
-3% -$14.5K 0.13% 116
2025
Q3 		$466K Buy
4,136
+23
+0.6% +$2.56K 0.13% 125
2025
Q2 		$443K Hold
4,113
– – 0.14% 124
2025
Q1 		$489K Buy
4,113
+1,296
+46% +$143K 0.17% 104
2024
Q4 		$303K Sell
2,817
-128
-4% -$15K 0.12% 98
2024
Q3 		$345K Sell
2,945
-37
-1% -$4.27K 0.13% 90
2024
Q2 		$343K Buy
2,982
+165
+6% +$19.2K 0.14% 91
2024
Q1 		$328K Sell
2,817
-1
-0% -$105 0.14% 99
2023
Q4 		$282K Buy
2,818
+1
+0% +$105 0.14% 105
2023
Q3 		$331K Sell
2,817
-549
-16% -$60.2K 0.19% 95
2023
Q2 		$361K Buy
3,366
+821
+32% +$89.6K 0.19% 93
2023
Q1 		$279K Buy
2,545
+101
+4% +$11.2K 0.17% 104
2022
Q4 		$270K Hold
2,444
– – 0.17% 107
2022
Q3 		$213K Hold
2,444
– – 0.15% 110
2022
Q2 		$209K Sell
2,444
-1
-0% -$90 0.14% 110
2022
Q1 		$202K Buy
+2,445
New +$190K 0.12% 117
2021
Q4 		– Sell
-3,446
Closed -$202K – 125
2021
Q3 		$202K Sell
3,446
-636
-16% -$36.2K 0.13% 118
2021
Q2 		$257K Buy
4,082
+6
+0.1% +$358 0.16% 101
2021
Q1 		$228K Buy
+4,076
New +$214K 0.16% 104

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Brown Miller Wealth Management's XOM Position: Q2 2026 in Review

Brown Miller Wealth Management increased its ExxonMobil (XOM) stake by 5.8% in Q2 2026, buying an estimated $31.9K and bringing the position to 3,884 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #122.

Brown Miller Wealth Management first reported a position in XOM in Q1 2021 and has held it in 21 quarters since. The position peaked at $623K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Brown Miller Wealth Management held 3,884 shares of ExxonMobil worth $531K as of Q2 2026.
  • Brown Miller Wealth Management bought 213 ExxonMobil shares in Q2 2026, an estimated $31.9K.
  • ExxonMobil made up 0.13% of Brown Miller Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Brown Miller Wealth Management first reported a position in ExxonMobil in Q1 2021 and has held it in 21 quarters since.
  • Brown Miller Wealth Management's ExxonMobil position peaked at $623K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.