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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Left Brain Wealth Management's XOM Position: Q1 2026 in Review

Left Brain Wealth Management opened a new position in ExxonMobil (XOM) in Q1 2026: 48,828 shares worth $8.28M. The stake represents 3.25% of the portfolio and ranks #5 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in XOM as recently as Q4 2024.

Left Brain Wealth Management first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $15.9M in Q4 2022. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Left Brain Wealth Management held 48,828 shares of ExxonMobil worth $8.28M as of Q1 2026.
ExxonMobil was a new Left Brain Wealth Management position in Q1 2026.
ExxonMobil made up 3.25% of Left Brain Wealth Management's portfolio in Q1 2026, its #5 holding.
Left Brain Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Left Brain Wealth Management's ExxonMobil position peaked at $15.9M in Q4 2022.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.