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Valley Brook Capital Group’s ExxonMobil XOM Stock Holding History

Valley Brook Capital 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 		$1.92M Buy
14,047
+66
+0.5% +$9.88K 1.09% 28
2026
Q1 		$2.37M Buy
13,981
+101
+0.7% +$14.7K 1.59% 17
2025
Q4 		$1.67M Buy
13,880
+6
+0% +$696 1.11% 26
2025
Q3 		$1.56M Sell
13,874
-77
-0.6% -$8.56K 1.05% 24
2025
Q2 		$1.5M Sell
13,951
-355
-2% -$37.9K 1.13% 22
2025
Q1 		$1.7M Sell
14,306
-25
-0.2% -$2.77K 1.34% 21
2024
Q4 		$1.54M Sell
14,331
-30
-0.2% -$3.51K 1.15% 25
2024
Q3 		$1.68M Sell
14,361
-256
-2% -$29.6K 1.21% 22
2024
Q2 		$1.68M Sell
14,617
-99
-0.7% -$11.5K 1.31% 21
2024
Q1 		$1.71M Buy
14,716
+51
+0.3% +$5.34K 1.37% 18
2023
Q4 		$1.47M Buy
14,665
+401
+3% +$42.1K 1.28% 23
2023
Q3 		$1.68M Buy
14,264
+86
+0.6% +$9.43K 1.66% 14
2023
Q2 		$1.52M Sell
14,178
-624
-4% -$68.1K 1.4% 17
2023
Q1 		$1.62M Buy
14,802
+165
+1% +$18.3K 1.5% 15
2022
Q4 		$1.61M Buy
14,637
+421
+3% +$45.1K 1.55% 17
2022
Q3 		$1.24M Buy
14,216
+351
+3% +$32K 1.36% 19
2022
Q2 		$1.19M Buy
13,865
+75
+0.5% +$6.76K 1.22% 24
2022
Q1 		$1.14M Buy
13,790
+651
+5% +$50.6K 0.98% 30
2021
Q4 		$804K Hold
13,139
– – 0.69% 43
2021
Q3 		$772K Sell
13,139
-449
-3% -$25.6K 0.76% 41
2021
Q2 		$857K Buy
13,588
+90
+0.7% +$5.37K 0.82% 38
2021
Q1 		$753K Buy
13,498
+271
+2% +$14.2K 0.68% 39
2020
Q4 		$545K Buy
+13,227
New +$496K 0.54% 46

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Valley Brook Capital Group's XOM Position: Q2 2026 in Review

Valley Brook Capital Group increased its ExxonMobil (XOM) stake by 0.47% in Q2 2026, buying an estimated $9.88K and bringing the position to 14,047 shares worth $1.92M. The position accounts for 1.09% of the portfolio, ranked #28.

Valley Brook Capital Group first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.37M in Q1 2026. 2,678 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Valley Brook Capital Group held 14,047 shares of ExxonMobil worth $1.92M as of Q2 2026.
  • Valley Brook Capital Group bought 66 ExxonMobil shares in Q2 2026, an estimated $9.88K.
  • ExxonMobil made up 1.09% of Valley Brook Capital Group's portfolio in Q2 2026, its #28 holding.
  • Valley Brook Capital Group first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's ExxonMobil position peaked at $2.37M in Q1 2026.
  • 2,678 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.