Left Brain Wealth Management’s ExxonMobil XOM Stock Holding History

Left Brain 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	$6.25M	Sell	45,678 -3,150	-6%	-$471K	1.88%	20
2026 Q1	$8.28M	Buy	+48,828	New	+$7.13M	3.25%	5
2025 Q1	–	Sell	-80,191	Closed	-$8.63M	–	103
2024 Q4	$8.63M	Sell	80,191 -1,449	-2%	-$169K	3.26%	6
2024 Q3	$9.57M	Buy	81,640 +552	+0.7%	+$63.7K	4.45%	3
2024 Q2	$9.33M	Sell	81,088 -258	-0.3%	-$30K	4.36%	4
2024 Q1	$9.46M	Sell	81,346 -3,897	-5%	-$408K	4.58%	4
2023 Q4	$8.52M	Sell	85,243 -1,276	-1%	-$134K	4.93%	2
2023 Q3	$10.2M	Sell	86,519 -2,644	-3%	-$290K	6.33%	1
2023 Q2	$9.56M	Sell	89,163 -13,390	-13%	-$1.46M	5.83%	1
2023 Q1	$12.1M	Sell	102,553 -41,150	-29%	-$4.55M	8.25%	1
2022 Q4	$15.9M	Buy	+143,703	New	+$15.4M	11.86%	1

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Left Brain Wealth Management's XOM Position: Q2 2026 in Review

Left Brain Wealth Management reduced its ExxonMobil (XOM) stake by 6.5% in Q2 2026, selling an estimated $471K and leaving 45,678 shares worth $6.25M. The position accounts for 1.88% of the portfolio, ranked #20.

Left Brain Wealth Management first reported a position in XOM in Q4 2022 and has held it in 11 quarters since. The position peaked at $15.9M in Q4 2022. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Left Brain Wealth Management held 45,678 shares of ExxonMobil worth $6.25M as of Q2 2026.
Left Brain Wealth Management sold 3,150 ExxonMobil shares in Q2 2026, an estimated $471K.
ExxonMobil made up 1.88% of Left Brain Wealth Management's portfolio in Q2 2026, its #20 holding.
Left Brain Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 11 quarters since.
Left Brain Wealth Management's ExxonMobil position peaked at $15.9M in Q4 2022.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.