Keener Financial Planning’s ExxonMobil XOM Stock Holding History

Keener Financial 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	$2.68M	Hold	19,574	–	–	0.96%	11
2026 Q1	$3.32M	Sell	19,574 -2,149	-10%	-$314K	1.4%	9
2025 Q4	$2.61M	Buy	21,723 +21,668	+39,396%	+$2.51M	1.13%	11
2025 Q3	$6K	Hold	55	–	–	﹤0.01%	182
2025 Q2	$5K	Hold	55	–	–	﹤0.01%	191
2025 Q1	$6K	Sell	55 -96	-64%	-$10.6K	﹤0.01%	147
2024 Q4	$16K	Hold	151	–	–	0.01%	121
2024 Q3	$17K	Hold	151	–	–	0.01%	115
2024 Q2	$17K	Hold	151	–	–	0.01%	123
2024 Q1	$18K	Sell	151 -648	-81%	-$67.8K	0.01%	129
2023 Q4	$80K	Buy	+799	New	+$84K	0.06%	74

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keener Financial Planning's XOM Position: Q2 2026 in Review

Keener Financial Planning held its ExxonMobil (XOM) position steady in Q2 2026 at 19,574 shares worth $2.68M. The position accounts for 0.96% of the portfolio, ranked #11.

Keener Financial Planning first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Keener Financial Planning held 19,574 shares of ExxonMobil worth $2.68M as of Q2 2026.
Keener Financial Planning left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.96% of Keener Financial Planning's portfolio in Q2 2026, its #11 holding.
Keener Financial Planning first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Keener Financial Planning's ExxonMobil position peaked at $3.32M in Q1 2026.
4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.