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Keeler & Nadler Financial Planning & Wealth Management’s ExxonMobil XOM Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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 		– Sell
-1,530
Closed -$260K – 87
2026
Q1 		$260K Buy
+1,530
New +$223K 0.09% 76

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

Keeler & Nadler Financial Planning & Wealth Management's XOM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,530 shares — an estimated $260K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 1,530 ExxonMobil shares in Q2 2026, an estimated $260K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Keeler & Nadler Financial Planning & Wealth Management's ExxonMobil position peaked at $260K in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.