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Brown Shipley & Co’s ExxonMobil XOM Stock Holding History

Brown Shipley & Co’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 		$180K Sell
1,316
-20
-1% -$2.99K 0.09% 41
2026
Q1 		$227K Buy
1,336
+69
+5% +$10.1K 0.14% 36
2025
Q4 		$152K Hold
1,267
– – 0.08% 38
2025
Q3 		$143K Sell
1,267
-200
-14% -$22.2K 0.08% 39
2025
Q2 		$158K Sell
1,467
-144
-9% -$15.4K 0.09% 42
2025
Q1 		$192K Hold
1,611
– – 0.11% 36
2024
Q4 		$173K Buy
1,611
+165
+11% +$19.3K 0.09% 39
2024
Q3 		$169K Buy
1,446
+9
+0.6% +$1.04K 0.08% 42
2024
Q2 		$165K Sell
1,437
-5,498
-79% -$640K 0.07% 42
2024
Q1 		$811K Sell
6,935
-415
-6% -$43.4K 0.26% 40
2023
Q4 		$735K Sell
7,350
-23,824
-76% -$2.5M 0.36% 34
2023
Q3 		$3.67M Buy
31,174
+3,680
+13% +$404K 2.02% 19
2023
Q2 		$2.95M Buy
+27,494
New +$3M 1.21% 28

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Brown Shipley & Co's XOM Position: Q2 2026 in Review

Brown Shipley & Co reduced its ExxonMobil (XOM) stake by 1.5% in Q2 2026, selling an estimated $2.99K and leaving 1,316 shares worth $180K. The position accounts for 0.09% of the portfolio, ranked #41.

Brown Shipley & Co first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.67M in Q3 2023. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Brown Shipley & Co held 1,316 shares of ExxonMobil worth $180K as of Q2 2026.
  • Brown Shipley & Co sold 20 ExxonMobil shares in Q2 2026, an estimated $2.99K.
  • ExxonMobil made up 0.09% of Brown Shipley & Co's portfolio in Q2 2026, its #41 holding.
  • Brown Shipley & Co first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
  • Brown Shipley & Co's ExxonMobil position peaked at $3.67M in Q3 2023.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.