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Asset Planning Inc’s ExxonMobil XOM Stock Holding History

Asset Planning 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 		$1.3M Buy
9,513
+2,159
+29% +$323K 0.84% 26
2026
Q1 		$1.25M Buy
7,354
+285
+4% +$41.6K 0.89% 24
2025
Q4 		$851K Buy
7,069
+6
+0.1% +$696 0.6% 33
2025
Q3 		$796K Buy
7,063
+7
+0.1% +$778 0.58% 36
2025
Q2 		$761K Buy
7,056
+6
+0.1% +$641 0.57% 32
2025
Q1 		$838K Sell
7,050
-194
-3% -$21.5K 0.66% 31
2024
Q4 		$779K Buy
+7,244
New +$847K 0.59% 35

Other funds holding XOM

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Planning Inc's XOM Position: Q2 2026 in Review

Asset Planning Inc increased its ExxonMobil (XOM) stake by 29% in Q2 2026, buying an estimated $323K and bringing the position to 9,513 shares worth $1.3M. The position accounts for 0.84% of the portfolio, ranked #26.

Asset Planning Inc first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Asset Planning Inc held 9,513 shares of ExxonMobil worth $1.3M as of Q2 2026.
  • Asset Planning Inc bought 2,159 ExxonMobil shares in Q2 2026, an estimated $323K.
  • ExxonMobil made up 0.84% of Asset Planning Inc's portfolio in Q2 2026, its #26 holding.
  • Asset Planning Inc first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.