Fee-Only Financial Planning’s ExxonMobil XOM Stock Holding History

Fee-Only Financial 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	$893K	Sell	5,263 -500	-9%	-$73K	0.54%	18
2025 Q4	$694K	Sell	5,763 -118	-2%	-$13.7K	0.4%	20
2025 Q3	$663K	Sell	5,881 -136	-2%	-$15.1K	0.39%	21
2025 Q2	$649K	Sell	6,017 -200	-3%	-$21.4K	0.4%	21
2025 Q1	$739K	Hold	6,217	–	–	0.5%	19
2024 Q4	$669K	Sell	6,217 -150	-2%	-$17.5K	0.43%	20
2024 Q3	$746K	Hold	6,367	–	–	0.48%	19
2024 Q2	$733K	Sell	6,367 -150	-2%	-$17.5K	0.49%	21
2024 Q1	$758K	Hold	6,517	–	–	0.51%	20
2023 Q4	$652K	Hold	6,517	–	–	0.47%	22
2023 Q3	$766K	Hold	6,517	–	–	0.62%	18
2023 Q2	$699K	Sell	6,517 -350	-5%	-$38.2K	0.53%	20
2023 Q1	$753K	Hold	6,867	–	–	0.61%	19
2022 Q4	$757K	Buy	+6,867	New	+$736K	0.63%	19

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

Fee-Only Financial Planning's XOM Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its ExxonMobil (XOM) stake by 8.7% in Q1 2026, selling an estimated $73K and leaving 5,263 shares worth $893K. The position accounts for 0.54% of the portfolio, ranked #18.

Fee-Only Financial Planning first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Fee-Only Financial Planning held 5,263 shares of ExxonMobil worth $893K as of Q1 2026.
Fee-Only Financial Planning sold 500 ExxonMobil shares in Q1 2026, an estimated $73K.
ExxonMobil made up 0.54% of Fee-Only Financial Planning's portfolio in Q1 2026, its #18 holding.
Fee-Only Financial Planning first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.