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Life Planning Partners’s ExxonMobil XOM Stock Holding History

Life Planning Partners’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
-1,234
Closed -$209K – 74
2026
Q1 		$209K Buy
+1,234
New +$180K 0.16% 66
2024
Q1 		– Sell
-1,163
Closed -$116K – 262
2023
Q4 		$116K Buy
+1,163
New +$122K 0.11% 75
2022
Q3 		$186K Hold
2,129
– – 0.21% 52
2022
Q2 		$182K Hold
2,129
– – 0.2% 51
2022
Q1 		$175K Hold
2,129
– – 0.18% 51
2021
Q4 		$130K Buy
+2,129
New +$133K 0.13% 56

Other funds holding XOM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Life Planning Partners's XOM Position: Q2 2026 in Review

Life Planning Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,234 shares — an estimated $209K sold.

Life Planning Partners first reported a position in XOM in Q4 2021 and held it in 6 quarters. The position peaked at $209K in Q1 2026. 2,530 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Life Planning Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Life Planning Partners sold 1,234 ExxonMobil shares in Q2 2026, an estimated $209K.
  • Life Planning Partners first reported a position in ExxonMobil in Q4 2021 and held it in 6 quarters.
  • Life Planning Partners's ExxonMobil position peaked at $209K in Q1 2026.
  • 2,530 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.