Left Brain Wealth Management
XOM icon

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
Q3 		$7.43M Sell
45,649
-29
-0.1% -$4.53K 2.34% 16
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 		$9.6M 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 		$9.6M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Left Brain Wealth Management's XOM Position: Q3 2026 in Review

Left Brain Wealth Management reduced its ExxonMobil (XOM) stake by 0.06% in Q3 2026, selling an estimated $4.53K and leaving 45,649 shares worth $7.43M. The position accounts for 2.34% of the portfolio, ranked #16.

Left Brain Wealth Management first reported a position in XOM in Q4 2022 and has held it in 12 quarters since. The position peaked at $15.9M in Q4 2022. 2,253 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Left Brain Wealth Management held 45,649 shares of ExxonMobil worth $7.43M as of Q3 2026.
  • Left Brain Wealth Management sold 29 ExxonMobil shares in Q3 2026, an estimated $4.53K.
  • ExxonMobil made up 2.34% of Left Brain Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Left Brain Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 12 quarters since.
  • Left Brain Wealth Management's ExxonMobil position peaked at $15.9M in Q4 2022.
  • 2,253 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.