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Estate Planners Group’s ExxonMobil XOM Stock Holding History

Estate Planners Group’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 		$356K Buy
2,601
+8
+0.3% +$1.2K 0.16% 50
2026
Q1 		$440K Sell
2,593
-27
-1% -$3.94K 0.21% 45
2025
Q4 		$315K Buy
+2,620
New +$304K 0.14% 51

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 $3.38T AUM 44.17% 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

Estate Planners Group's XOM Position: Q2 2026 in Review

Estate Planners Group increased its ExxonMobil (XOM) stake by 0.31% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,601 shares worth $356K. The position accounts for 0.16% of the portfolio, ranked #50.

Estate Planners Group first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Estate Planners Group held 2,601 shares of ExxonMobil worth $356K as of Q2 2026.
  • Estate Planners Group bought 8 ExxonMobil shares in Q2 2026, an estimated $1.2K.
  • ExxonMobil made up 0.16% of Estate Planners Group's portfolio in Q2 2026, its #50 holding.
  • Estate Planners Group first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's ExxonMobil position peaked at $440K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.