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Essential Planning’s ExxonMobil XOM Stock Holding History

Essential 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
-1,608
Closed -$273K – 90
2026
Q1 		$273K Buy
+1,608
New +$235K 0.09% 77
2025
Q1 		– Sell
-113,322
Closed -$13.3M – 310
2024
Q4 		$13.3M Buy
113,322
+111,532
+6,231% +$13M 0.09% 71
2024
Q3 		$210K Buy
1,790
+7
+0.4% +$808 0.09% 81
2024
Q2 		$205K Buy
+1,783
New +$208K 0.09% 69
2023
Q4 		– Sell
-1,837
Closed -$216K – 66
2023
Q3 		$216K Sell
1,837
-1,330
-42% -$146K 0.12% 55
2023
Q2 		$339K Buy
3,167
+90
+3% +$9.82K 0.19% 40
2023
Q1 		$337K Sell
3,077
-333
-10% -$36.8K 0.2% 40
2022
Q4 		$307K Buy
+3,410
New +$365K 0.24% 35

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

Essential Planning's XOM Position: Q2 2026 in Review

Essential Planning sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,608 shares — an estimated $273K sold.

Essential Planning first reported a position in XOM in Q4 2022 and held it in 8 quarters. The position peaked at $13.3M in Q4 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Essential Planning reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Essential Planning sold 1,608 ExxonMobil shares in Q2 2026, an estimated $273K.
  • Essential Planning first reported a position in ExxonMobil in Q4 2022 and held it in 8 quarters.
  • Essential Planning's ExxonMobil position peaked at $13.3M in Q4 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.