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Axim Planning & Wealth’s ExxonMobil XOM Stock Holding History

Axim Planning & Wealth’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 		$292K Buy
2,138
+13
+0.6% +$1.95K 0.41% 58
2026
Q1 		$361K Sell
2,125
-37
-2% -$5.4K 0.44% 47
2025
Q4 		$260K Buy
2,162
+50
+2% +$5.8K 0.27% 55
2025
Q3 		$238K Sell
2,112
-88
-4% -$9.78K 0.19% 69
2025
Q2 		$237K Sell
2,200
-33
-1% -$3.53K 0.22% 47
2025
Q1 		$266K Sell
2,233
-519
-19% -$57.4K 0.24% 25
2024
Q4 		$296K Buy
2,752
+55
+2% +$6.43K 0.32% 20
2024
Q3 		$316K Buy
2,697
+74
+3% +$8.54K 0.36% 20
2024
Q2 		$302K Buy
2,623
+174
+7% +$20.3K 0.36% 13
2024
Q1 		$285K Buy
2,449
+39
+2% +$4.08K 0.23% 16
2023
Q4 		$241K Buy
2,410
+105
+5% +$11K 0.22% 20
2023
Q3 		$271K Buy
2,305
+157
+7% +$17.2K 0.24% 20
2023
Q2 		$230K Buy
2,148
+250
+13% +$27.3K 0.21% 21
2023
Q1 		$208K Buy
+1,898
New +$210K 0.21% 22
2022
Q4 		– Sell
-1,802
Closed -$157K – 167
2022
Q3 		$157K Buy
+1,802
New +$165K 0.15% 24

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 $3.38T AUM 44.17% 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

Axim Planning & Wealth's XOM Position: Q2 2026 in Review

Axim Planning & Wealth increased its ExxonMobil (XOM) stake by 0.61% in Q2 2026, buying an estimated $1.95K and bringing the position to 2,138 shares worth $292K. The position accounts for 0.41% of the portfolio, ranked #58.

Axim Planning & Wealth first reported a position in XOM in Q3 2022 and has held it in 15 quarters since. The position peaked at $361K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Axim Planning & Wealth held 2,138 shares of ExxonMobil worth $292K as of Q2 2026.
  • Axim Planning & Wealth bought 13 ExxonMobil shares in Q2 2026, an estimated $1.95K.
  • ExxonMobil made up 0.41% of Axim Planning & Wealth's portfolio in Q2 2026, its #58 holding.
  • Axim Planning & Wealth first reported a position in ExxonMobil in Q3 2022 and has held it in 15 quarters since.
  • Axim Planning & Wealth's ExxonMobil position peaked at $361K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.