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Investment Planning Advisors’s ExxonMobil XOM Stock Holding History

Investment Planning Advisors’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 		$635K Buy
4,645
+975
+27% +$146K 0.15% 59
2026
Q1 		$623K Buy
3,670
+729
+25% +$106K 0.17% 59
2025
Q4 		$354K Buy
2,941
+118
+4% +$13.7K 0.1% 70
2025
Q3 		$318K Buy
2,823
+649
+30% +$72.1K 0.1% 70
2025
Q2 		$234K Buy
+2,174
New +$232K 0.08% 73

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Investment Planning Advisors's XOM Position: Q2 2026 in Review

Investment Planning Advisors increased its ExxonMobil (XOM) stake by 27% in Q2 2026, buying an estimated $146K and bringing the position to 4,645 shares worth $635K. The position accounts for 0.15% of the portfolio, ranked #59.

Investment Planning Advisors first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. 1,299 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Investment Planning Advisors held 4,645 shares of ExxonMobil worth $635K as of Q2 2026.
  • Investment Planning Advisors bought 975 ExxonMobil shares in Q2 2026, an estimated $146K.
  • ExxonMobil made up 0.15% of Investment Planning Advisors's portfolio in Q2 2026, its #59 holding.
  • Investment Planning Advisors first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
  • 1,299 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.