Donalies Financial Planning’s ExxonMobil XOM Stock Holding History

Donalies 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	–	Sell	-1,214	Closed	-$206K	–	80
2026 Q1	$206K	Buy	+1,214	New	+$177K	0.18%	74

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Donalies Financial Planning sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,214 shares — an estimated $206K sold.

Donalies Financial Planning first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Donalies Financial Planning reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Donalies Financial Planning sold 1,214 ExxonMobil shares in Q2 2026, an estimated $206K.
Donalies Financial Planning first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
Donalies Financial Planning's ExxonMobil position peaked at $206K in Q1 2026.
4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.