Asset Planning Corporation’s ExxonMobil XOM Stock Holding History

Asset Planning Corporation’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
2025 Q3	$870K	Buy	7,714 +2	+0%	+$222	0.41%	27
2025 Q2	$831K	Buy	7,712 +3	+0%	+$321	0.44%	26
2025 Q1	$917K	Buy	7,709 +2	+0%	+$221	0.54%	28
2024 Q4	$829K	Buy	7,707 +3	+0%	+$351	0.52%	27
2024 Q3	$903K	Hold	7,704	–	–	0.59%	25
2024 Q2	$887K	Hold	7,704	–	–	0.66%	25
2024 Q1	$896K	Hold	7,704	–	–	0.65%	26
2023 Q4	$770K	Hold	7,704	–	–	0.59%	25
2023 Q3	$906K	Sell	7,704 -276	-3%	-$30.3K	0.7%	22
2023 Q2	$856K	Buy	7,980 +51	+0.6%	+$5.57K	0.65%	23
2023 Q1	$869K	Hold	7,929	–	–	0.7%	22
2022 Q4	$875K	Hold	7,929	–	–	0.73%	20
2022 Q3	$692K	Buy	7,929 +287	+4%	+$26.2K	0.65%	22
2022 Q2	$654K	Hold	7,642	–	–	0.57%	23
2022 Q1	$631K	Sell	7,642 -500	-6%	-$38.9K	0.55%	24
2021 Q4	$498K	Hold	8,142	–	–	0.43%	23
2021 Q3	$479K	Sell	8,142 -221	-3%	-$12.6K	0.44%	22
2021 Q2	$528K	Sell	8,363 -153	-2%	-$9.13K	0.51%	21
2021 Q1	$475K	Sell	8,516 -74	-0.9%	-$3.88K	0.49%	21
2020 Q4	$354K	Buy	+8,590	New	+$322K	0.35%	22

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Corporation's XOM Position: Q3 2025 in Review

Asset Planning Corporation increased its ExxonMobil (XOM) stake by 0.03% in Q3 2025, buying an estimated $222 and bringing the position to 7,714 shares worth $870K. The position accounts for 0.41% of the portfolio, ranked #27.

Asset Planning Corporation first reported a position in XOM in Q4 2020 and has held it in 20 quarters since. The position peaked at $917K in Q1 2025. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Asset Planning Corporation held 7,714 shares of ExxonMobil worth $870K as of Q3 2025.
Asset Planning Corporation bought 2 ExxonMobil shares in Q3 2025, an estimated $222.
ExxonMobil made up 0.41% of Asset Planning Corporation's portfolio in Q3 2025, its #27 holding.
Asset Planning Corporation first reported a position in ExxonMobil in Q4 2020 and has held it in 20 quarters since.
Asset Planning Corporation's ExxonMobil position peaked at $917K in Q1 2025.
4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.