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Holistic Planning’s ExxonMobil XOM Stock Holding History

Holistic 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
Q1 		$2.86M Sell
16,871
-524
-3% -$76.5K 0.57% 36
2025
Q4 		$2.09M Sell
17,395
-952
-5% -$110K 0.45% 47
2025
Q3 		$2.07M Buy
18,347
+284
+2% +$31.6K 0.54% 36
2025
Q2 		$1.95M Buy
18,063
+419
+2% +$44.8K 0.56% 37
2025
Q1 		$2.1M Sell
17,644
-154
-0.9% -$17K 0.71% 29
2024
Q4 		$1.91M Buy
17,798
+199
+1% +$23.3K 0.69% 29
2024
Q3 		$2.06M Buy
17,599
+1,293
+8% +$149K 0.87% 24
2024
Q2 		$1.9M Hold
16,306
– – 1.46% 19
2024
Q1 		$1.9M Sell
16,306
-95
-0.6% -$9.94K 1.45% 20
2023
Q4 		$1.64M Buy
+16,401
New +$1.72M 1.38% 23

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Holistic Planning's XOM Position: Q1 2026 in Review

Holistic Planning reduced its ExxonMobil (XOM) stake by 3% in Q1 2026, selling an estimated $76.5K and leaving 16,871 shares worth $2.86M. The position accounts for 0.57% of the portfolio, ranked #36.

Holistic Planning first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Holistic Planning held 16,871 shares of ExxonMobil worth $2.86M as of Q1 2026.
  • Holistic Planning sold 524 ExxonMobil shares in Q1 2026, an estimated $76.5K.
  • ExxonMobil made up 0.57% of Holistic Planning's portfolio in Q1 2026, its #36 holding.
  • Holistic Planning first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.