Brown Shipley & Co
XOM icon

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
Q3 		$214K Hold
1,316
– – 0.1% 40
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Brown Shipley & Co's XOM Position: Q3 2026 in Review

Brown Shipley & Co held its ExxonMobil (XOM) position steady in Q3 2026 at 1,316 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #40.

Brown Shipley & Co first reported a position in XOM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.67M in Q3 2023. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Brown Shipley & Co held 1,316 shares of ExxonMobil worth $214K as of Q3 2026.
  • Brown Shipley & Co left its ExxonMobil share count unchanged in Q3 2026.
  • ExxonMobil made up 0.1% of Brown Shipley & Co's portfolio in Q3 2026, its #40 holding.
  • Brown Shipley & Co first reported a position in ExxonMobil in Q2 2023 and has held it in 14 quarters since.
  • Brown Shipley & Co's ExxonMobil position peaked at $3.67M in Q3 2023.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.