Bridgelight Financial Advisors, Inc.’s ExxonMobil XOM Stock Holding History

Bridgelight Financial Advisors, Inc.’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	$464K	Sell	3,395 -152	-4%	-$22.7K	0.32%	28
2026 Q1	$602K	Sell	3,547 -40	-1%	-$5.84K	0.51%	21
2025 Q4	$432K	Buy	+3,587	New	+$416K	0.37%	26

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

Bridgelight Financial Advisors, Inc.'s XOM Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its ExxonMobil (XOM) stake by 4.3% in Q2 2026, selling an estimated $22.7K and leaving 3,395 shares worth $464K. The position accounts for 0.32% of the portfolio, ranked #28.

Bridgelight Financial Advisors, Inc. first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $602K in Q1 2026. 2,011 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Bridgelight Financial Advisors, Inc. held 3,395 shares of ExxonMobil worth $464K as of Q2 2026.
Bridgelight Financial Advisors, Inc. sold 152 ExxonMobil shares in Q2 2026, an estimated $22.7K.
ExxonMobil made up 0.32% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #28 holding.
Bridgelight Financial Advisors, Inc. first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Bridgelight Financial Advisors, Inc.'s ExxonMobil position peaked at $602K in Q1 2026.
2,011 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.