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Kerr Financial Planning’s ExxonMobil XOM Stock Holding History

Kerr 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 		$507K Sell
3,712
-103
-3% -$15.4K 0.57% 40
2026
Q1 		$578K Buy
3,815
+247
+7% +$36K 0.41% 30
2025
Q4 		$522K Buy
3,568
+400
+13% +$46.4K 0.71% 29
2025
Q3 		$377K Buy
+3,168
New +$352K 0.53% 43

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

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

Kerr Financial Planning reduced its ExxonMobil (XOM) stake by 2.7% in Q2 2026, selling an estimated $15.4K and leaving 3,712 shares worth $507K. The position accounts for 0.57% of the portfolio, ranked #40.

Kerr Financial Planning first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $578K in Q1 2026. 4,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kerr Financial Planning held 3,712 shares of ExxonMobil worth $507K as of Q2 2026.
  • Kerr Financial Planning sold 103 ExxonMobil shares in Q2 2026, an estimated $15.4K.
  • ExxonMobil made up 0.57% of Kerr Financial Planning's portfolio in Q2 2026, its #40 holding.
  • Kerr Financial Planning first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's ExxonMobil position peaked at $578K in Q1 2026.
  • 4,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.