Morton Brown Family Wealth’s ExxonMobil XOM Stock Holding History

Morton Brown Family Wealth’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	$138K	Sell	1,012 -140	-12%	-$21K	0.03%	84
2026 Q1	$195K	Buy	1,152 +2	+0.2%	+$292	0.05%	68
2025 Q4	$138K	Buy	1,150 +3	+0.3%	+$348	0.04%	79
2025 Q3	$129K	Sell	1,147 -75	-6%	-$8.34K	0.04%	76
2025 Q2	$132K	Buy	1,222 +3	+0.2%	+$321	0.04%	77
2025 Q1	$145K	Buy	1,219 +61	+5%	+$6.75K	0.05%	68
2024 Q4	$125K	Sell	1,158 -272	-19%	-$31.8K	0.04%	74
2024 Q3	$168K	Buy	1,430 +398	+39%	+$46K	0.06%	60
2024 Q2	$123K	Sell	1,032 -10	-1%	-$1.17K	0.05%	66
2024 Q1	$121K	Sell	1,042 -728	-41%	-$76.2K	0.05%	64
2023 Q4	$177K	Buy	1,770 +1,051	+146%	+$110K	0.08%	55
2023 Q3	$84.5K	Hold	719	–	–	0.04%	65
2023 Q2	$77.1K	Sell	719 -5	-0.7%	-$546	0.04%	65
2023 Q1	$79.4K	Hold	724	–	–	0.05%	66
2022 Q4	$79.9K	Sell	724 -663	-48%	-$71K	0.05%	69
2022 Q3	$121K	Buy	1,387 +16	+1%	+$1.46K	0.1%	50
2022 Q2	$117K	Buy	+1,371	New	+$124K	0.09%	48

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morton Brown Family Wealth's XOM Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $21K and leaving 1,012 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #84.

Morton Brown Family Wealth first reported a position in XOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $195K in Q1 2026. 2,035 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Morton Brown Family Wealth held 1,012 shares of ExxonMobil worth $138K as of Q2 2026.
Morton Brown Family Wealth sold 140 ExxonMobil shares in Q2 2026, an estimated $21K.
ExxonMobil made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #84 holding.
Morton Brown Family Wealth first reported a position in ExxonMobil in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's ExxonMobil position peaked at $195K in Q1 2026.
2,035 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.