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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
Q2 		$2.41M Buy
17,622
+751
+4% +$112K 0.37% 59
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 $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 $3.37T AUM 44.26% 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

Holistic Planning's XOM Position: Q2 2026 in Review

Holistic Planning increased its ExxonMobil (XOM) stake by 4.5% in Q2 2026, buying an estimated $112K and bringing the position to 17,622 shares worth $2.41M. The position accounts for 0.37% of the portfolio, ranked #59.

Holistic Planning first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q1 2026. 4,262 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Holistic Planning held 17,622 shares of ExxonMobil worth $2.41M as of Q2 2026.
  • Holistic Planning bought 751 ExxonMobil shares in Q2 2026, an estimated $112K.
  • ExxonMobil made up 0.37% of Holistic Planning's portfolio in Q2 2026, its #59 holding.
  • Holistic Planning first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's ExxonMobil position peaked at $2.86M in Q1 2026.
  • 4,262 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.