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Cypress Financial Planning’s ExxonMobil XOM Stock Holding History

Cypress 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 		$484K Buy
3,544
+1,630
+85% +$244K 0.12% 67
2026
Q1 		$325K Sell
1,914
-528
-22% -$77.1K 0.09% 75
2025
Q4 		$295K Buy
2,442
+666
+38% +$77.2K 0.08% 90
2025
Q3 		$200K Buy
+1,776
New +$197K 0.06% 88
2025
Q2 		– Sell
-1,727
Closed -$205K – 88
2025
Q1 		$205K Buy
+1,727
New +$191K 0.07% 81

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Cypress Financial Planning increased its ExxonMobil (XOM) stake by 85% in Q2 2026, buying an estimated $244K and bringing the position to 3,544 shares worth $484K. The position accounts for 0.12% of the portfolio, ranked #67.

Cypress Financial Planning first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cypress Financial Planning held 3,544 shares of ExxonMobil worth $484K as of Q2 2026.
  • Cypress Financial Planning bought 1,630 ExxonMobil shares in Q2 2026, an estimated $244K.
  • ExxonMobil made up 0.12% of Cypress Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Cypress Financial Planning first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.