Superior Planning, LLC’s ExxonMobil XOM Stock Holding History

Superior Planning, LLC’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	$613K	Buy	+3,765	New	+$589K	0.26%	90

Other funds holding XOM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's XOM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in ExxonMobil (XOM) in Q3 2026: 3,765 shares worth $613K. The stake represents 0.26% of the portfolio and ranks #90 among its holdings.

3,496 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Superior Planning, LLC held 3,765 shares of ExxonMobil worth $613K as of Q3 2026.
ExxonMobil was a new Superior Planning, LLC position in Q3 2026.
ExxonMobil made up 0.26% of Superior Planning, LLC's portfolio in Q3 2026, its #90 holding.
3,496 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.