Hoxton Planning & Management
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Hoxton Planning & Management’s ExxonMobil XOM Stock Holding History

Hoxton Planning & Management’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 		$1.15M Sell
7,054
-55
-0.8% -$8.6K 0.29% 61
2026
Q2 		$972K Buy
7,109
+103
+1% +$15.4K 0.25% 71
2026
Q1 		$1.19M Sell
7,006
-67
-0.9% -$9.8K 0.36% 57
2025
Q4 		$851K Buy
7,073
+25
+0.4% +$2.9K 0.25% 68
2025
Q3 		$795K Sell
7,048
-248
-3% -$27.6K 0.26% 73
2025
Q2 		$787K Sell
7,296
-763
-9% -$81.6K 0.27% 72
2025
Q1 		$958K Sell
8,059
-106
-1% -$11.7K 0.37% 57
2024
Q4 		$878K Buy
8,165
+255
+3% +$29.8K 0.34% 60
2024
Q3 		$927K Buy
7,910
+768
+11% +$88.7K 0.36% 46
2024
Q2 		$822K Buy
7,142
+2,178
+44% +$254K 0.38% 47
2024
Q1 		$577K Buy
4,964
+194
+4% +$20.3K 0.28% 72
2023
Q4 		$477K Sell
4,770
-1,123
-19% -$118K 0.25% 75
2023
Q3 		$693K Sell
5,893
-285
-5% -$31.3K 0.45% 44
2023
Q2 		$663K Sell
6,178
-379
-6% -$41.4K 0.41% 43
2023
Q1 		$719K Sell
6,557
-578
-8% -$63.9K 0.4% 43
2022
Q4 		$787K Buy
+7,135
New +$764K 0.42% 43

Other funds holding XOM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hoxton Planning & Management's XOM Position: Q3 2026 in Review

Hoxton Planning & Management reduced its ExxonMobil (XOM) stake by 0.77% in Q3 2026, selling an estimated $8.6K and leaving 7,054 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #61.

Hoxton Planning & Management first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q1 2026. 3,657 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Hoxton Planning & Management held 7,054 shares of ExxonMobil worth $1.15M as of Q3 2026.
  • Hoxton Planning & Management sold 55 ExxonMobil shares in Q3 2026, an estimated $8.6K.
  • ExxonMobil made up 0.29% of Hoxton Planning & Management's portfolio in Q3 2026, its #61 holding.
  • Hoxton Planning & Management first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's ExxonMobil position peaked at $1.19M in Q1 2026.
  • 3,657 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.