Elser Financial Planning’s ExxonMobil XOM Stock Holding History

Elser 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	$435K	Sell	3,184 -153	-5%	-$22.9K	0.02%	79
2026 Q1	$542K	Buy	+3,337	New	+$487K	0.03%	71
2025 Q1	–	Sell	-2,802	Closed	-$301K	–	113
2024 Q4	$301K	Buy	+2,802	New	+$328K	0.02%	79
2024 Q3	–	Sell	-2,854	Closed	-$329K	–	106
2024 Q2	$329K	Buy	+2,854	New	+$332K	0.05%	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

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

Elser Financial Planning reduced its ExxonMobil (XOM) stake by 4.6% in Q2 2026, selling an estimated $22.9K and leaving 3,184 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #79.

Elser Financial Planning first reported a position in XOM in Q2 2024 and has held it in 4 quarters since. The position peaked at $542K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Elser Financial Planning held 3,184 shares of ExxonMobil worth $435K as of Q2 2026.
Elser Financial Planning sold 153 ExxonMobil shares in Q2 2026, an estimated $22.9K.
ExxonMobil made up 0.02% of Elser Financial Planning's portfolio in Q2 2026, its #79 holding.
Elser Financial Planning first reported a position in ExxonMobil in Q2 2024 and has held it in 4 quarters since.
Elser Financial Planning's ExxonMobil position peaked at $542K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.