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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Essential Planning's XOM Position: Q1 2026 in Review

Essential Planning opened a new position in ExxonMobil (XOM) in Q1 2026: 1,608 shares worth $273K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings. This is a return to the name: Essential Planning previously reported a position in XOM as recently as Q4 2024.

Essential Planning first reported a position in XOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $13.3M in Q4 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Essential Planning held 1,608 shares of ExxonMobil worth $273K as of Q1 2026.
ExxonMobil was a new Essential Planning position in Q1 2026.
ExxonMobil made up 0.09% of Essential Planning's portfolio in Q1 2026, its #77 holding.
Essential Planning first reported a position in ExxonMobil in Q4 2022 and has held it in 8 quarters since.
Essential Planning's ExxonMobil position peaked at $13.3M in Q4 2024.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.