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Keystone Financial Planning’s ExxonMobil XOM Stock Holding History

Keystone 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 		$6.56M Sell
47,994
-702
-1% -$105K 1.69% 16
2026
Q1 		$8.26M Buy
48,696
+24
+0% +$3.5K 2.21% 11
2025
Q4 		$5.86M Sell
48,672
-282
-0.6% -$32.7K 1.7% 16
2025
Q3 		$5.52M Sell
48,954
-47
-0.1% -$5.22K 1.6% 15
2025
Q2 		$5.28M Sell
49,001
-875
-2% -$93.5K 1.6% 14
2025
Q1 		$5.93M Buy
49,876
+30
+0.1% +$3.32K 1.77% 17
2024
Q4 		$5.36M Sell
49,846
-98
-0.2% -$11.5K 1.66% 18
2024
Q3 		$5.85M Sell
49,944
-227
-0.5% -$26.2K 1.77% 16
2024
Q2 		$5.78M Sell
50,171
-168
-0.3% -$19.6K 1.91% 14
2024
Q1 		$5.85M Sell
50,339
-2,921
-5% -$306K 1.9% 17
2023
Q4 		$5.32M Buy
53,260
+32
+0.1% +$3.36K 1.76% 16
2023
Q3 		$6.26M Hold
53,228
– – 2.19% 15
2023
Q2 		$5.71M Buy
53,228
+3,220
+6% +$351K 1.91% 17
2023
Q1 		$5.48M Sell
50,008
-1,119
-2% -$124K 1.87% 18
2022
Q4 		$5.64M Sell
51,127
-86,723
-63% -$9.29M 1.9% 19
2022
Q3 		$12M Sell
137,850
-1,350
-1% -$123K 4.63% 2
2022
Q2 		$11.9M Sell
139,200
-25,152
-15% -$2.27M 4.19% 2
2022
Q1 		$13.6M Sell
164,352
-1,662
-1% -$129K 4.54% 2
2021
Q4 		$10.2M Sell
166,014
-5,138
-3% -$321K 3.46% 3
2021
Q3 		$10.1M Buy
171,152
+1,722
+1% +$98.1K 3.66% 2
2021
Q2 		$10.7M Sell
169,430
-3,695
-2% -$221K 3.87% 2
2021
Q1 		$9.67M Sell
173,125
-1,125
-0.6% -$59K 3.6% 4
2020
Q4 		$7.18M Sell
174,250
-265
-0.2% -$9.94K 2.98% 13
2020
Q3 		$5.99M Hold
174,515
– – 2.89% 16
2020
Q2 		$7.8M Sell
174,515
-53
-0% -$2.38K 3.85% 5
2020
Q1 		$6.63M Buy
174,568
+73,382
+73% +$4.05M 3.79% 7
2019
Q4 		$7.06M Buy
101,186
+4,699
+5% +$325K 3.15% 13
2019
Q3 		$6.81M Buy
96,487
+10,122
+12% +$732K 3.25% 12
2019
Q2 		$6.62M Buy
86,365
+1,565
+2% +$121K 3.24% 11
2019
Q1 		$6.85M Buy
84,800
+374
+0.4% +$28.5K 3.38% 12
2018
Q4 		$5.76M Buy
84,426
+2,976
+4% +$233K 3.22% 14
2018
Q3 		$6.92M Buy
81,450
+157
+0.2% +$12.8K 3.54% 10
2018
Q2 		$6.72M Buy
81,293
+680
+0.8% +$54.2K 3.7% 6
2018
Q1 		$6.01M Buy
80,613
+4,330
+6% +$346K 3.35% 12
2017
Q4 		$6.38M Buy
76,283
+5,892
+8% +$487K 3.4% 15
2017
Q3 		$5.77M Buy
70,391
+5,963
+9% +$473K 3.27% 13
2017
Q2 		$5.2M Buy
64,428
+2,919
+5% +$239K 3.15% 14
2017
Q1 		$5.04M Buy
61,509
+3,126
+5% +$261K 3.13% 16
2016
Q4 		$5.27M Sell
58,383
-662
-1% -$57.8K 3.44% 9
2016
Q3 		$5.15M Hold
59,045
– – 3.39% 12
2016
Q2 		$5.54M Buy
59,045
+697
+1% +$61.6K 3.75% 6
2016
Q1 		$4.88M Buy
58,348
+45
+0.1% +$3.6K 3.49% 10
2015
Q4 		$4.54M Sell
58,303
-834
-1% -$66.7K 3.44% 14
2015
Q3 		$4.4M Buy
59,137
+6,645
+13% +$512K 3.55% 13
2015
Q2 		$4.37M Buy
52,492
+945
+2% +$81.2K 3.34% 14
2015
Q1 		$4.38M Buy
51,547
+10,955
+27% +$971K 3.33% 16
2014
Q4 		$3.75M Buy
40,592
+26,151
+181% +$2.44M 2.77% 20
2014
Q3 		$1.36M Hold
14,441
– – 1.02% 29
2014
Q2 		$1.45M Sell
14,441
-12,345
-46% -$1.25M 1.1% 28
2014
Q1 		$2.62M Sell
26,786
-1,215
-4% -$116K 2.03% 25
2013
Q4 		$2.83M Buy
+28,001
New +$2.59M 2.27% 23

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Keystone Financial Planning reduced its ExxonMobil (XOM) stake by 1.4% in Q2 2026, selling an estimated $105K and leaving 47,994 shares worth $6.56M. The position accounts for 1.69% of the portfolio, ranked #16.

Keystone Financial Planning first reported a position in XOM in Q4 2013 and has held it in 51 quarters since. The position peaked at $13.6M in Q1 2022. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Keystone Financial Planning held 47,994 shares of ExxonMobil worth $6.56M as of Q2 2026.
  • Keystone Financial Planning sold 702 ExxonMobil shares in Q2 2026, an estimated $105K.
  • ExxonMobil made up 1.69% of Keystone Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Keystone Financial Planning first reported a position in ExxonMobil in Q4 2013 and has held it in 51 quarters since.
  • Keystone Financial Planning's ExxonMobil position peaked at $13.6M in Q1 2022.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.