Harbor Asset Planning’s ExxonMobil XOM Stock Holding History

Harbor Asset 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
2026 Q3	$173K	Buy	1,063 +6	+0.6%	+$938	0.13%	110
2026 Q2	$144K	Buy	1,057 +2	+0.2%	+$299	0.11%	120
2026 Q1	$179K	Buy	1,055 +1	+0.1%	+$146	0.15%	106
2025 Q4	$127K	Buy	1,054 +2	+0.2%	+$232	0.11%	116
2025 Q3	$119K	Buy	1,052 +6	+0.6%	+$667	0.11%	122
2025 Q2	$113K	Buy	+1,046	New	+$112K	0.11%	122

Other funds holding XOM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Harbor Asset Planning's XOM Position: Q3 2026 in Review

Harbor Asset Planning increased its ExxonMobil (XOM) stake by 0.57% in Q3 2026, buying an estimated $938 and bringing the position to 1,063 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #110.

Harbor Asset Planning first reported a position in XOM in Q2 2025 and has held it in 6 quarters since. The position peaked at $179K in Q1 2026. 3,050 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Harbor Asset Planning held 1,063 shares of ExxonMobil worth $173K as of Q3 2026.
Harbor Asset Planning bought 6 ExxonMobil shares in Q3 2026, an estimated $938.
ExxonMobil made up 0.13% of Harbor Asset Planning's portfolio in Q3 2026, its #110 holding.
Harbor Asset Planning first reported a position in ExxonMobil in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's ExxonMobil position peaked at $179K in Q1 2026.
3,050 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.