Financial Life Planners’s ExxonMobil XOM Stock Holding History

Financial Life Planners’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	$273K	Buy	1,997 +34	+2%	+$5.09K	0.18%	53
2026 Q1	$333K	Buy	1,963 +13	+0.7%	+$1.9K	0.26%	41
2025 Q4	$235K	Buy	1,950 +17	+0.9%	+$1.97K	0.17%	53
2025 Q3	$218K	Buy	1,933 +17	+0.9%	+$1.89K	0.15%	54
2025 Q2	$207K	Buy	1,916 +18	+0.9%	+$1.92K	0.17%	53
2025 Q1	$226K	Buy	1,898 +823	+77%	+$91K	0.22%	43
2024 Q4	$116K	Buy	+1,075	New	+$126K	0.1%	70

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Life Planners's XOM Position: Q2 2026 in Review

Financial Life Planners increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $5.09K and bringing the position to 1,997 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #53.

Financial Life Planners first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2026. 2,091 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Financial Life Planners held 1,997 shares of ExxonMobil worth $273K as of Q2 2026.
Financial Life Planners bought 34 ExxonMobil shares in Q2 2026, an estimated $5.09K.
ExxonMobil made up 0.18% of Financial Life Planners's portfolio in Q2 2026, its #53 holding.
Financial Life Planners first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's ExxonMobil position peaked at $333K in Q1 2026.
2,091 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.