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Journey Retirement Planning & Investment Management’s ExxonMobil XOM Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$833K Sell
6,096
-307
-5% -$45.9K 0.65% 39
2026
Q1 		$1.09M Sell
6,403
-19,861
-76% -$2.9M 0.96% 22
2025
Q4 		$3.16M Buy
+26,264
New +$3.05M 0.65% 33

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's XOM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its ExxonMobil (XOM) stake by 4.8% in Q2 2026, selling an estimated $45.9K and leaving 6,096 shares worth $833K. The position accounts for 0.65% of the portfolio, ranked #39.

Journey Retirement Planning & Investment Management first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q4 2025. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 6,096 shares of ExxonMobil worth $833K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 307 ExxonMobil shares in Q2 2026, an estimated $45.9K.
  • ExxonMobil made up 0.65% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #39 holding.
  • Journey Retirement Planning & Investment Management first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's ExxonMobil position peaked at $3.16M in Q4 2025.
  • 2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.