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Center for Financial Planning’s ExxonMobil XOM Stock Holding History

Center for 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 		$2.04M Sell
14,900
-696
-4% -$104K 0.19% 39
2026
Q1 		$2.65M Sell
15,596
-85
-0.5% -$12.4K 0.28% 32
2025
Q4 		$1.89M Buy
15,681
+216
+1% +$25.1K 0.2% 42
2025
Q3 		$1.74M Buy
15,465
+1,027
+7% +$114K 0.19% 46
2025
Q2 		$1.56M Sell
14,438
-200
-1% -$21.4K 0.18% 48
2025
Q1 		$1.74M Hold
14,638
– – 0.22% 44
2024
Q4 		$1.57M Sell
14,638
-246
-2% -$28.8K 0.21% 43
2024
Q3 		$1.74M Sell
14,884
-835
-5% -$96.4K 0.24% 38
2024
Q2 		$1.81M Buy
15,719
+56
+0.4% +$6.52K 0.26% 37
2024
Q1 		$1.82M Buy
15,663
+62
+0.4% +$6.49K 0.27% 36
2023
Q4 		$1.56M Sell
15,601
-150
-1% -$15.8K 0.29% 38
2023
Q3 		$1.85M Sell
15,751
-161
-1% -$17.7K 0.4% 25
2023
Q2 		$1.71M Sell
15,912
-50
-0.3% -$5.46K 0.36% 30
2023
Q1 		$1.75M Buy
15,962
+300
+2% +$33.2K 0.4% 27
2022
Q4 		$1.73M Buy
15,662
+63
+0.4% +$6.75K 0.42% 28
2022
Q3 		$1.36M Buy
15,599
+1,952
+14% +$178K 0.36% 30
2022
Q2 		$1.17M Sell
13,647
-70
-0.5% -$6.31K 0.3% 36
2022
Q1 		$1.13M Buy
13,717
+1,000
+8% +$77.7K 0.23% 46
2021
Q4 		$778K Buy
12,717
+333
+3% +$20.8K 0.16% 63
2021
Q3 		$728K Buy
12,384
+180
+1% +$10.3K 0.18% 62
2021
Q2 		$770K Hold
12,204
– – 0.19% 64
2021
Q1 		$681K Sell
12,204
-115
-0.9% -$6.03K 0.18% 65
2020
Q4 		$508K Sell
12,319
-5
-0% -$187 0.14% 72
2020
Q3 		$423K Sell
12,324
-1,137
-8% -$46.5K 0.14% 72
2020
Q2 		$602K Sell
13,461
-3,445
-20% -$155K 0.21% 54
2020
Q1 		$642K Buy
16,906
+343
+2% +$18.9K 0.22% 51
2019
Q4 		$1.16M Buy
+16,563
New +$1.15M 0.29% 30

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

Center for Financial Planning's XOM Position: Q2 2026 in Review

Center for Financial Planning reduced its ExxonMobil (XOM) stake by 4.5% in Q2 2026, selling an estimated $104K and leaving 14,900 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #39.

Center for Financial Planning first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.65M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Center for Financial Planning held 14,900 shares of ExxonMobil worth $2.04M as of Q2 2026.
  • Center for Financial Planning sold 696 ExxonMobil shares in Q2 2026, an estimated $104K.
  • ExxonMobil made up 0.19% of Center for Financial Planning's portfolio in Q2 2026, its #39 holding.
  • Center for Financial Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's ExxonMobil position peaked at $2.65M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.