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Blom & Howell Financial Planning’s ExxonMobil XOM Stock Holding History

Blom & Howell Financial Planning’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 		$201K Sell
1,468
-6
-0.4% -$898 0.17% 66
2026
Q1 		$250K Buy
+1,474
New +$215K 0.25% 52

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 $3.37T AUM 44.26% 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

Blom & Howell Financial Planning's XOM Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its ExxonMobil (XOM) stake by 0.41% in Q2 2026, selling an estimated $898 and leaving 1,468 shares worth $201K. The position accounts for 0.17% of the portfolio, ranked #66.

Blom & Howell Financial Planning first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $250K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Blom & Howell Financial Planning held 1,468 shares of ExxonMobil worth $201K as of Q2 2026.
  • Blom & Howell Financial Planning sold 6 ExxonMobil shares in Q2 2026, an estimated $898.
  • ExxonMobil made up 0.17% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #66 holding.
  • Blom & Howell Financial Planning first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Blom & Howell Financial Planning's ExxonMobil position peaked at $250K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.