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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
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

Fiduciary Planning's XOM Position: Q2 2026 in Review

Fiduciary Planning increased its ExxonMobil (XOM) stake by 0.04% in Q2 2026, buying an estimated $449 and bringing the position to 7,461 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #36.

Fiduciary Planning first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.27M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Fiduciary Planning held 7,461 shares of ExxonMobil worth $1.02M as of Q2 2026.
  • Fiduciary Planning bought 3 ExxonMobil shares in Q2 2026, an estimated $449.
  • ExxonMobil made up 0.27% of Fiduciary Planning's portfolio in Q2 2026, its #36 holding.
  • Fiduciary Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Fiduciary Planning's ExxonMobil position peaked at $1.27M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.