Financial Plan Inc’s ExxonMobil XOM Stock Holding History

Financial Plan Inc’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	$333K	Sell	1,964 -5	-0.3%	-$730	0.04%	76
2025 Q4	$237K	Buy	+1,969	New	+$228K	0.03%	81

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Financial Plan Inc's XOM Position: Q1 2026 in Review

Financial Plan Inc reduced its ExxonMobil (XOM) stake by 0.25% in Q1 2026, selling an estimated $730 and leaving 1,964 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #76.

Financial Plan Inc first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,776 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Financial Plan Inc held 1,964 shares of ExxonMobil worth $333K as of Q1 2026.
Financial Plan Inc sold 5 ExxonMobil shares in Q1 2026, an estimated $730.
ExxonMobil made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #76 holding.
Financial Plan Inc first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
4,776 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.