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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Comprehensive Financial Planning's XOM Position: Q1 2026 in Review

Comprehensive Financial Planning increased its ExxonMobil (XOM) stake by 0.61% in Q1 2026, buying an estimated $2.48K and bringing the position to 2,788 shares worth $473K. The position accounts for 0.33% of the portfolio, ranked #74.

Comprehensive Financial Planning first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Comprehensive Financial Planning held 2,788 shares of ExxonMobil worth $473K as of Q1 2026.
Comprehensive Financial Planning bought 17 ExxonMobil shares in Q1 2026, an estimated $2.48K.
ExxonMobil made up 0.33% of Comprehensive Financial Planning's portfolio in Q1 2026, its #74 holding.
Comprehensive Financial Planning first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.