Fee-Only Financial Planning
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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
Q3 		$793K Sell
4,872
-300
-6% -$46.9K 0.43% 20
2026
Q2 		$707K Sell
5,172
-91
-2% -$13.6K 0.38% 22
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fee-Only Financial Planning's XOM Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its ExxonMobil (XOM) stake by 5.8% in Q3 2026, selling an estimated $46.9K and leaving 4,872 shares worth $793K. The position accounts for 0.43% of the portfolio, ranked #20.

Fee-Only Financial Planning first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $893K in Q1 2026. 2,034 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Fee-Only Financial Planning held 4,872 shares of ExxonMobil worth $793K as of Q3 2026.
  • Fee-Only Financial Planning sold 300 ExxonMobil shares in Q3 2026, an estimated $46.9K.
  • ExxonMobil made up 0.43% of Fee-Only Financial Planning's portfolio in Q3 2026, its #20 holding.
  • Fee-Only Financial Planning first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • Fee-Only Financial Planning's ExxonMobil position peaked at $893K in Q1 2026.
  • 2,034 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.