CP
XOM icon

Cornerstone Planning’s ExxonMobil XOM Stock Holding History

Cornerstone 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
14,884
-4,900
-25% -$733K 0.47% 70
2026
Q1 		$3.36M Sell
19,784
-8,425
-30% -$1.23M 0.76% 43
2025
Q4 		$3.37M Buy
+28,209
New +$3.27M 0.78% 44
2024
Q4 		$1.88M Buy
+17,499
New +$2.05M 0.72% 43

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

Cornerstone Planning's XOM Position: Q2 2026 in Review

Cornerstone Planning reduced its ExxonMobil (XOM) stake by 25% in Q2 2026, selling an estimated $733K and leaving 14,884 shares worth $2.04M. The position accounts for 0.47% of the portfolio, ranked #70.

Cornerstone Planning first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.37M in Q4 2025. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cornerstone Planning held 14,884 shares of ExxonMobil worth $2.04M as of Q2 2026.
  • Cornerstone Planning sold 4,900 ExxonMobil shares in Q2 2026, an estimated $733K.
  • ExxonMobil made up 0.47% of Cornerstone Planning's portfolio in Q2 2026, its #70 holding.
  • Cornerstone Planning first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's ExxonMobil position peaked at $3.37M in Q4 2025.
  • 4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.