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Avantax Planning Partners’s ExxonMobil XOM Stock Holding History

Avantax Planning Partners’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 		$13.7M Buy
100,232
+2,008
+2% +$301K 0.34% 48
2026
Q1 		$16.7M Buy
98,224
+9,040
+10% +$1.32M 0.46% 34
2025
Q4 		$10.7M Buy
89,184
+1,857
+2% +$215K 0.3% 53
2025
Q3 		$9.85M Buy
87,327
+3,538
+4% +$393K 0.28% 57
2025
Q2 		$9.03M Buy
83,789
+2,804
+3% +$300K 0.29% 61
2025
Q1 		$9.63M Buy
80,985
+1,548
+2% +$171K 0.34% 44
2024
Q4 		$8.55M Buy
79,437
+2,132
+3% +$249K 0.31% 52
2024
Q3 		$9.06M Sell
77,305
-14,769
-16% -$1.71M 0.33% 50
2024
Q2 		$10.6M Sell
92,074
-1,971
-2% -$230K 0.34% 49
2024
Q1 		$10.9M Buy
94,045
+22,870
+32% +$2.39M 0.35% 47
2023
Q4 		$7.12M Buy
71,175
+9,307
+15% +$978K 0.27% 46
2023
Q3 		$7.27M Buy
61,868
+2,431
+4% +$267K 0.3% 40
2023
Q2 		$6.37M Buy
59,437
+209
+0.4% +$22.8K 0.25% 50
2023
Q1 		$6.49M Buy
59,228
+2,189
+4% +$242K 0.26% 48
2022
Q4 		$6.29M Sell
57,039
-6,251
-10% -$670K 0.25% 53
2022
Q3 		$5.53M Sell
63,290
-2,840
-4% -$259K 0.25% 49
2022
Q2 		$5.66M Sell
66,130
-5,243
-7% -$473K 0.24% 50
2022
Q1 		$5.89M Sell
71,373
-10,295
-13% -$800K 0.23% 45
2021
Q4 		$5M Sell
81,668
-922
-1% -$57.6K 0.21% 44
2021
Q3 		$4.86M Sell
82,590
-9,792
-11% -$558K 0.22% 35
2021
Q2 		$5.83M Buy
92,382
+5,133
+6% +$306K 0.27% 29
2021
Q1 		$4.87M Sell
87,249
-8,900
-9% -$467K 0.25% 32
2020
Q4 		$3.96M Sell
96,149
-9,458
-9% -$355K 0.2% 40
2020
Q3 		$3.63M Sell
105,607
-4,586
-4% -$187K 0.19% 46
2020
Q2 		$4.93M Buy
110,193
+41,401
+60% +$1.86M 0.28% 32
2020
Q1 		$2.61M Buy
68,792
+151
+0.2% +$8.34K 0.18% 44
2019
Q4 		$4.79M Sell
68,641
-7,817
-10% -$541K 0.28% 26
2019
Q3 		$5.4M Buy
76,458
+11,087
+17% +$802K 0.33% 20
2019
Q2 		$5M Sell
65,371
-4,209
-6% -$326K 0.32% 24
2019
Q1 		$5.62M Buy
69,580
+24,103
+53% +$1.84M 0.39% 16
2018
Q4 		$3.1M Sell
45,477
-5,064
-10% -$397K 0.23% 42
2018
Q3 		$4.3M Buy
50,541
+961
+2% +$78.6K 0.34% 22
2018
Q2 		$4.1M Sell
49,580
-11,305
-19% -$901K 0.37% 20
2018
Q1 		$4.54M Buy
60,885
+5,620
+10% +$449K 0.39% 18
2017
Q4 		$4.62M Sell
55,265
-12,997
-19% -$1.07M 0.42% 16
2017
Q3 		$5.6M Buy
68,262
+1,030
+2% +$81.8K 0.44% 20
2017
Q2 		$5.43M Buy
67,232
+2,951
+5% +$241K 0.46% 18
2017
Q1 		$5.27M Buy
64,281
+4,608
+8% +$385K 0.47% 18
2016
Q4 		$5.39M Buy
+59,673
New +$5.21M 0.57% 15

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Avantax Planning Partners's XOM Position: Q2 2026 in Review

Avantax Planning Partners increased its ExxonMobil (XOM) stake by 2% in Q2 2026, buying an estimated $301K and bringing the position to 100,232 shares worth $13.7M. The position accounts for 0.34% of the portfolio, ranked #48.

Avantax Planning Partners first reported a position in XOM in Q4 2016 and has held it in 39 quarters since. The position peaked at $16.7M in Q1 2026. 2,003 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Avantax Planning Partners held 100,232 shares of ExxonMobil worth $13.7M as of Q2 2026.
  • Avantax Planning Partners bought 2,008 ExxonMobil shares in Q2 2026, an estimated $301K.
  • ExxonMobil made up 0.34% of Avantax Planning Partners's portfolio in Q2 2026, its #48 holding.
  • Avantax Planning Partners first reported a position in ExxonMobil in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's ExxonMobil position peaked at $16.7M in Q1 2026.
  • 2,003 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.