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Defined Financial Planning’s ExxonMobil XOM Stock Holding History

Defined 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
2025
Q3 		$297K Sell
2,605
-229
-8% -$25.5K 0.25% 45
2025
Q2 		$320K Buy
2,834
+128
+5% +$13.7K 0.28% 42
2025
Q1 		$322K Buy
2,706
+191
+8% +$21.1K 0.33% 48
2024
Q4 		$271K Buy
+2,515
New +$294K 0.29% 55

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Financial Planning's XOM Position: Q3 2025 in Review

Defined Financial Planning reduced its ExxonMobil (XOM) stake by 8.1% in Q3 2025, selling an estimated $25.5K and leaving 2,605 shares worth $297K. The position accounts for 0.25% of the portfolio, ranked #45.

Defined Financial Planning first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. The position peaked at $322K in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Defined Financial Planning held 2,605 shares of ExxonMobil worth $297K as of Q3 2025.
  • Defined Financial Planning sold 229 ExxonMobil shares in Q3 2025, an estimated $25.5K.
  • ExxonMobil made up 0.25% of Defined Financial Planning's portfolio in Q3 2025, its #45 holding.
  • Defined Financial Planning first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's ExxonMobil position peaked at $322K in Q1 2025.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.