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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keener Financial Planning's XOM Position: Q1 2026 in Review

Keener Financial Planning reduced its ExxonMobil (XOM) stake by 9.9% in Q1 2026, selling an estimated $314K and leaving 19,574 shares worth $3.32M. The position accounts for 1.4% of the portfolio, ranked #9.

Keener Financial Planning first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Keener Financial Planning held 19,574 shares of ExxonMobil worth $3.32M as of Q1 2026.
  • Keener Financial Planning sold 2,149 ExxonMobil shares in Q1 2026, an estimated $314K.
  • ExxonMobil made up 1.4% of Keener Financial Planning's portfolio in Q1 2026, its #9 holding.
  • Keener Financial Planning first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.