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BFC Planning, Inc.’s ExxonMobil XOM Stock Holding History

BFC Planning, 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
Q2 		$15.8M Sell
115,404
-704
-0.6% -$105K 0.64% 23
2026
Q1 		$19.7M Sell
116,108
-5,031
-4% -$734K 0.88% 14
2025
Q4 		$14.6M Buy
121,139
+62,196
+106% +$7.21M 0.64% 22
2025
Q3 		$6.65M Buy
+58,943
New +$6.55M 0.48% 39
2025
Q2 		– Sell
-62,274
Closed -$7.41M – 2868
2025
Q1 		$7.41M Buy
62,274
+1,331
+2% +$147K 0.65% 23
2024
Q4 		$6.56M Buy
+60,943
New +$7.13M 0.55% 32

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s XOM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its ExxonMobil (XOM) stake by 0.61% in Q2 2026, selling an estimated $105K and leaving 115,404 shares worth $15.8M. The position accounts for 0.64% of the portfolio, ranked #23.

BFC Planning, Inc. first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7M in Q1 2026. 4,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • BFC Planning, Inc. held 115,404 shares of ExxonMobil worth $15.8M as of Q2 2026.
  • BFC Planning, Inc. sold 704 ExxonMobil shares in Q2 2026, an estimated $105K.
  • ExxonMobil made up 0.64% of BFC Planning, Inc.'s portfolio in Q2 2026, its #23 holding.
  • BFC Planning, Inc. first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s ExxonMobil position peaked at $19.7M in Q1 2026.
  • 4,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.