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Falcon Wealth Planning’s ExxonMobil XOM Stock Holding History

Falcon Wealth 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 		$851K Sell
6,227
-36
-0.6% -$5.39K 0.05% 109
2026
Q1 		$1.06M Buy
6,263
+293
+5% +$42.8K 0.07% 82
2025
Q4 		$718K Buy
5,970
+1,033
+21% +$120K 0.06% 97
2025
Q3 		$557K Buy
4,937
+898
+22% +$99.8K 0.05% 107
2025
Q2 		$435K Sell
4,039
-549
-12% -$58.7K 0.04% 111
2025
Q1 		$546K Buy
4,588
+889
+24% +$98.3K 0.06% 96
2024
Q4 		$398K Buy
3,699
+717
+24% +$83.9K 0.04% 115
2024
Q3 		$350K Buy
2,982
+185
+7% +$21.4K 0.04% 114
2024
Q2 		$322K Buy
2,797
+244
+10% +$28.4K 0.04% 102
2024
Q1 		$297K Buy
2,553
+30
+1% +$3.14K 0.05% 113
2023
Q4 		$252K Buy
2,523
+257
+11% +$27K 0.04% 111
2023
Q3 		$266K Buy
2,266
+57
+3% +$6.25K 0.06% 87
2023
Q2 		$237K Buy
2,209
+251
+13% +$27.4K 0.05% 93
2023
Q1 		$215K Sell
1,958
-23
-1% -$2.54K 0.05% 94
2022
Q4 		$218K Buy
+1,981
New +$212K 0.06% 88

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

Falcon Wealth Planning's XOM Position: Q2 2026 in Review

Falcon Wealth Planning reduced its ExxonMobil (XOM) stake by 0.57% in Q2 2026, selling an estimated $5.39K and leaving 6,227 shares worth $851K. The position accounts for 0.05% of the portfolio, ranked #109.

Falcon Wealth Planning first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Falcon Wealth Planning held 6,227 shares of ExxonMobil worth $851K as of Q2 2026.
  • Falcon Wealth Planning sold 36 ExxonMobil shares in Q2 2026, an estimated $5.39K.
  • ExxonMobil made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #109 holding.
  • Falcon Wealth Planning first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Falcon Wealth Planning's ExxonMobil position peaked at $1.06M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.