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Action Point Financial Planning’s ExxonMobil XOM Stock Holding History

Action Point Financial Planning’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 		$915K Buy
+6,703
New +$1M 0.09% 175

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

Action Point Financial Planning's XOM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ExxonMobil (XOM) in Q2 2026: 6,703 shares worth $915K. The stake represents 0.09% of the portfolio and ranks #175 among its holdings.

4,237 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Action Point Financial Planning held 6,703 shares of ExxonMobil worth $915K as of Q2 2026.
  • ExxonMobil was a new Action Point Financial Planning position in Q2 2026.
  • ExxonMobil made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #175 holding.
  • 4,237 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.