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 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 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

Estate Planners Group's XOM Position: Q1 2026 in Review

Estate Planners Group reduced its ExxonMobil (XOM) stake by 1% in Q1 2026, selling an estimated $3.94K and leaving 2,593 shares worth $440K. The position accounts for 0.21% of the portfolio, ranked #45.

Estate Planners Group first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Estate Planners Group held 2,593 shares of ExxonMobil worth $440K as of Q1 2026.
Estate Planners Group sold 27 ExxonMobil shares in Q1 2026, an estimated $3.94K.
ExxonMobil made up 0.21% of Estate Planners Group's portfolio in Q1 2026, its #45 holding.
Estate Planners Group first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.