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Financial Planning Hawaii’s ExxonMobil XOM Stock Holding History

Financial Planning Hawaii’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 		$1.11M Sell
8,153
-634
-7% -$94.9K 0.6% 44
2026
Q1 		$1.49M Buy
8,787
+1
+0% +$146 0.88% 30
2025
Q4 		$1.06M Buy
+8,786
New +$1.02M 0.61% 43

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Financial Planning Hawaii's XOM Position: Q2 2026 in Review

Financial Planning Hawaii reduced its ExxonMobil (XOM) stake by 7.2% in Q2 2026, selling an estimated $94.9K and leaving 8,153 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #44.

Financial Planning Hawaii first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 2,736 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Financial Planning Hawaii held 8,153 shares of ExxonMobil worth $1.11M as of Q2 2026.
  • Financial Planning Hawaii sold 634 ExxonMobil shares in Q2 2026, an estimated $94.9K.
  • ExxonMobil made up 0.6% of Financial Planning Hawaii's portfolio in Q2 2026, its #44 holding.
  • Financial Planning Hawaii first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's ExxonMobil position peaked at $1.49M in Q1 2026.
  • 2,736 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.