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Brown Wealth Management’s ExxonMobil XOM Stock Holding History

Brown 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 		$325K Buy
2,376
+33
+1% +$4.94K 0.07% 103
2026
Q1 		$398K Buy
2,343
+57
+2% +$8.32K 0.1% 82
2025
Q4 		$275K Buy
+2,286
New +$265K 0.07% 93

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 Wealth Management's XOM Position: Q2 2026 in Review

Brown Wealth Management increased its ExxonMobil (XOM) stake by 1.4% in Q2 2026, buying an estimated $4.94K and bringing the position to 2,376 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #103.

Brown Wealth Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Brown Wealth Management held 2,376 shares of ExxonMobil worth $325K as of Q2 2026.
  • Brown Wealth Management bought 33 ExxonMobil shares in Q2 2026, an estimated $4.94K.
  • ExxonMobil made up 0.07% of Brown Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Brown Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Brown Wealth Management's ExxonMobil position peaked at $398K in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.