Asset Planning Services Inc’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.11M | Buy |
47,780
+625
| +1% | +$91.2K | 3.55% | 12 |
|
|
2025
Q4 | $5.67M | Sell |
47,155
-3,410
| -7% | -$396K | 2.51% | 19 |
|
|
2025
Q3 | $5.7M | Sell |
50,565
-700
| -1% | -$77.8K | 2.4% | 19 |
|
|
2025
Q2 | $5.53M | Buy |
51,265
+585
| +1% | +$62.5K | 2.54% | 20 |
|
|
2025
Q1 | $6.03M | Buy |
50,680
+100
| +0.2% | +$11.1K | 3.06% | 17 |
|
|
2024
Q4 | $5.44M | Buy |
50,580
+450
| +0.9% | +$52.6K | 2.65% | 19 |
|
|
2024
Q3 | $5.88M | Buy |
50,130
+1,400
| +3% | +$162K | 2.91% | 17 |
|
|
2024
Q2 | $5.61M | Buy |
48,730
+215
| +0.4% | +$25K | 2.96% | 14 |
|
|
2024
Q1 | $5.64M | Buy |
48,515
+250
| +0.5% | +$26.2K | 3.15% | 15 |
|
|
2023
Q4 | $4.83M | Sell |
48,265
-500
| -1% | -$52.6K | 2.93% | 20 |
|
|
2023
Q3 | $5.73M | Buy |
48,765
+1,700
| +4% | +$186K | 3.76% | 8 |
|
|
2023
Q2 | $5.05M | Buy |
47,065
+510
| +1% | +$55.6K | 3.11% | 19 |
|
|
2023
Q1 | $5.11M | Sell |
46,555
-370
| -0.8% | -$40.9K | 3.23% | 16 |
|
|
2022
Q4 | $5.18M | Buy |
46,925
+150
| +0.3% | +$16.1K | 3.28% | 17 |
|
|
2022
Q3 | $4.08M | Buy |
46,775
+250
| +0.5% | +$22.8K | 2.87% | 21 |
|
|
2022
Q2 | $3.98M | Buy |
46,525
+43,500
| +1,438% | +$3.92M | 2.61% | 22 |
|
|
2022
Q1 | $250K | Buy |
+3,025
| New | +$235K | 0.14% | 36 |
|
|
2020
Q3 | – | Sell |
-63,502
| Closed | -$2.84M | – | 40 |
|
|
2020
Q2 | $2.84M | Buy |
63,502
+1,425
| +2% | +$63.9K | 2.05% | 26 |
|
|
2020
Q1 | $2.36M | Buy |
62,077
+400
| +0.6% | +$22.1K | 1.95% | 26 |
|
|
2019
Q4 | $4.3M | Buy |
61,677
+3,275
| +6% | +$226K | 2.74% | 24 |
|
|
2019
Q3 | $4.12M | Buy |
58,402
+1,475
| +3% | +$107K | 2.68% | 23 |
|
|
2019
Q2 | $4.36M | Buy |
56,927
+1,425
| +3% | +$110K | 2.84% | 21 |
|
|
2019
Q1 | $4.49M | Buy |
55,502
+1,000
| +2% | +$76.2K | 3.07% | 15 |
|
|
2018
Q4 | $3.72M | Buy |
54,502
+1,337
| +3% | +$105K | 2.82% | 18 |
|
|
2018
Q3 | $4.52M | Buy |
53,165
+550
| +1% | +$45K | 3.09% | 17 |
|
|
2018
Q2 | $4.35M | Buy |
52,615
+3,450
| +7% | +$275K | 3.13% | 16 |
|
|
2018
Q1 | $3.67M | Buy |
49,165
+425
| +0.9% | +$34K | 2.71% | 25 |
|
|
2017
Q4 | $4.08M | Buy |
48,740
+650
| +1% | +$53.8K | 2.87% | 22 |
|
|
2017
Q3 | $3.94M | Buy |
48,090
+4,615
| +11% | +$366K | 3.19% | 20 |
|
|
2017
Q2 | $3.51M | Buy |
43,475
+400
| +0.9% | +$32.7K | 2.95% | 25 |
|
|
2017
Q1 | $3.53M | Buy |
43,075
+1,720
| +4% | +$144K | 3% | 24 |
|
|
2016
Q4 | $3.73M | Buy |
+41,355
| New | +$3.61M | 3.5% | 15 |
|
Other funds holding XOM
VCM
VPM
Asset Planning Services Inc's XOM Position: Q1 2026 in Review
Asset Planning Services Inc increased its ExxonMobil (XOM) stake by 1.3% in Q1 2026, buying an estimated $91.2K and bringing the position to 47,780 shares worth $8.11M. The position accounts for 3.55% of the portfolio, ranked #12.
Asset Planning Services Inc first reported a position in XOM in Q4 2016 and has held it in 32 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Asset Planning Services Inc held 47,780 shares of ExxonMobil worth $8.11M as of Q1 2026.
- Asset Planning Services Inc bought 625 ExxonMobil shares in Q1 2026, an estimated $91.2K.
- ExxonMobil made up 3.55% of Asset Planning Services Inc's portfolio in Q1 2026, its #12 holding.
- Asset Planning Services Inc first reported a position in ExxonMobil in Q4 2016 and has held it in 32 quarters since.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.