Fiduciary Planning’s ExxonMobil XOM Stock Holding History

Fiduciary 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
2020 Q1	–	Sell	-500	Closed	-$3K	–	78
2019 Q4	$3K	Buy	+500	New	+$34.6K	﹤0.01%	62

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

Fiduciary Planning's XOM Position: Q1 2026 in Review

Fiduciary Planning increased its ExxonMobil (XOM) stake by 0.04% in Q1 2026, buying an estimated $438 and bringing the position to 7,458 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #31.

Fiduciary Planning first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Fiduciary Planning held 7,458 shares of ExxonMobil worth $1.27M as of Q1 2026.
Fiduciary Planning bought 3 ExxonMobil shares in Q1 2026, an estimated $438.
ExxonMobil made up 0.38% of Fiduciary Planning's portfolio in Q1 2026, its #31 holding.
Fiduciary Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.