Cornerstone Planning Group’s ExxonMobil XOM Stock Holding History

Cornerstone Planning Group’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	$641K	Sell	4,151 -421	-9%	-$63K	0.08%	94
2026 Q1	$708K	Buy	4,572 +297	+7%	+$43.3K	0.09%	86
2025 Q4	$588K	Sell	4,275 -216	-5%	-$25.1K	0.09%	78
2025 Q3	$515K	Buy	4,491 +529	+13%	+$58.8K	0.08%	83
2025 Q2	$425K	Sell	3,962 -618	-13%	-$66.1K	0.09%	54
2025 Q1	$492K	Buy	4,580 +1,604	+54%	+$177K	0.12%	45
2024 Q4	$328K	Sell	2,976 -4	-0.1%	-$468	0.08%	53
2024 Q3	$349K	Sell	2,980 -958	-24%	-$111K	0.09%	51
2024 Q2	$452K	Buy	3,938 +33	+0.8%	+$3.84K	0.13%	47
2024 Q1	$453K	Buy	3,905 +1,072	+38%	+$112K	0.14%	43
2023 Q4	$283K	Sell	2,833 -64	-2%	-$6.73K	0.09%	67
2023 Q3	$341K	Buy	2,897 +96	+3%	+$10.5K	0.13%	60
2023 Q2	$300K	Buy	+2,801	New	+$306K	0.12%	67
2022 Q4	$338K	Buy	+3,035	New	+$325K	0.14%	73

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's XOM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its ExxonMobil (XOM) stake by 9.2% in Q2 2026, selling an estimated $63K and leaving 4,151 shares worth $641K. The position accounts for 0.08% of the portfolio, ranked #94.

Cornerstone Planning Group first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $708K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cornerstone Planning Group held 4,151 shares of ExxonMobil worth $641K as of Q2 2026.
Cornerstone Planning Group sold 421 ExxonMobil shares in Q2 2026, an estimated $63K.
ExxonMobil made up 0.08% of Cornerstone Planning Group's portfolio in Q2 2026, its #94 holding.
Cornerstone Planning Group first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's ExxonMobil position peaked at $708K in Q1 2026.
2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.