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 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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Harbor Asset Planning's XOM Position: Q2 2026 in Review

Harbor Asset Planning increased its ExxonMobil (XOM) stake by 0.19% in Q2 2026, buying an estimated $299 and bringing the position to 1,057 shares worth $144K. The position accounts for 0.11% of the portfolio, ranked #120.

Harbor Asset Planning first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $179K in Q1 2026. 1,894 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Harbor Asset Planning held 1,057 shares of ExxonMobil worth $144K as of Q2 2026.
Harbor Asset Planning bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
ExxonMobil made up 0.11% of Harbor Asset Planning's portfolio in Q2 2026, its #120 holding.
Harbor Asset Planning first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's ExxonMobil position peaked at $179K in Q1 2026.
1,894 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.