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Newbridge Financial Services Group’s ExxonMobil XOM Stock Holding History

Newbridge Financial Services Group’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 		$2.17M Buy
15,877
+269
+2% +$40.3K 0.27% 77
2026
Q1 		$2.65M Sell
15,608
-6,616
-30% -$965K 0.44% 56
2025
Q4 		$2.67M Buy
22,224
+4,379
+25% +$508K 0.42% 53
2025
Q3 		$2.01M Sell
17,845
-576
-3% -$64K 0.3% 70
2025
Q2 		$1.99M Buy
18,421
+1,967
+12% +$210K 0.32% 63
2025
Q1 		$1.96M Sell
16,454
-938
-5% -$104K 0.48% 46
2024
Q4 		$1.87M Sell
17,392
-884
-5% -$103K 0.48% 46
2024
Q3 		$2.14M Sell
18,276
-281
-2% -$32.4K 0.75% 34
2024
Q2 		$2.14M Buy
18,557
+1,134
+7% +$132K 0.8% 27
2024
Q1 		$2.03M Sell
17,423
-1,746
-9% -$183K 0.88% 21
2023
Q4 		$1.92M Buy
19,169
+1,101
+6% +$116K 0.94% 14
2023
Q3 		$2.12M Buy
18,068
+358
+2% +$39.3K 1.07% 8
2023
Q2 		$1.9M Sell
17,710
-3,592
-17% -$392K 0.93% 11
2023
Q1 		$2.34M Buy
21,302
+1,003
+5% +$111K 1.24% 7
2022
Q4 		$2.24M Buy
20,299
+8,029
+65% +$860K 1.29% 7
2022
Q3 		$1.07M Buy
12,270
+273
+2% +$24.9K 0.63% 18
2022
Q2 		$1.03M Sell
11,997
-295
-2% -$26.6K 0.64% 21
2022
Q1 		$1.01M Sell
12,292
-316
-3% -$24.6K 0.5% 36
2021
Q4 		$771K Buy
12,608
+1,833
+17% +$115K 0.36% 59
2021
Q3 		$634K Sell
10,775
-252
-2% -$14.4K 0.4% 50
2021
Q2 		$696K Sell
11,027
-1,623
-13% -$96.9K 0.43% 43
2021
Q1 		$706K Buy
12,650
+4,798
+61% +$252K 0.52% 34
2020
Q4 		$324K Buy
7,852
+314
+4% +$11.8K 0.27% 87
2020
Q3 		$259K Buy
+7,538
New +$308K 0.26% 87

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Newbridge Financial Services Group's XOM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $40.3K and bringing the position to 15,877 shares worth $2.17M. The position accounts for 0.27% of the portfolio, ranked #77.

Newbridge Financial Services Group first reported a position in XOM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.67M in Q4 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Newbridge Financial Services Group held 15,877 shares of ExxonMobil worth $2.17M as of Q2 2026.
  • Newbridge Financial Services Group bought 269 ExxonMobil shares in Q2 2026, an estimated $40.3K.
  • ExxonMobil made up 0.27% of Newbridge Financial Services Group's portfolio in Q2 2026, its #77 holding.
  • Newbridge Financial Services Group first reported a position in ExxonMobil in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's ExxonMobil position peaked at $2.67M in Q4 2025.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.