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Comprehensive Financial Planning’s ExxonMobil XOM Stock Holding History

Comprehensive 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 		$383K Buy
2,805
+17
+0.6% +$2.54K 0.2% 93
2026
Q1 		$473K Buy
2,788
+17
+0.6% +$2.48K 0.33% 74
2025
Q4 		$334K Buy
2,771
+20
+0.7% +$2.32K 0.22% 86
2025
Q3 		$310K Buy
2,751
+20
+0.7% +$2.22K 0.21% 83
2025
Q2 		$294K Buy
2,731
+22
+0.8% +$2.35K 0.23% 86
2025
Q1 		$322K Sell
2,709
-103
-4% -$11.4K 0.31% 68
2024
Q4 		$302K Buy
+2,812
New +$329K 0.26% 71

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

Comprehensive Financial Planning's XOM Position: Q2 2026 in Review

Comprehensive Financial Planning increased its ExxonMobil (XOM) stake by 0.61% in Q2 2026, buying an estimated $2.54K and bringing the position to 2,805 shares worth $383K. The position accounts for 0.2% of the portfolio, ranked #93.

Comprehensive Financial Planning first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Comprehensive Financial Planning held 2,805 shares of ExxonMobil worth $383K as of Q2 2026.
  • Comprehensive Financial Planning bought 17 ExxonMobil shares in Q2 2026, an estimated $2.54K.
  • ExxonMobil made up 0.2% of Comprehensive Financial Planning's portfolio in Q2 2026, its #93 holding.
  • Comprehensive Financial Planning first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's ExxonMobil position peaked at $473K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.