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LifePlan Financial’s ExxonMobil XOM Stock Holding History

LifePlan Financial’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 		$906K Buy
6,628
+120
+2% +$18K 0.63% 47
2026
Q1 		$1.1M Buy
6,508
+330
+5% +$48.2K 0.82% 39
2025
Q4 		$743K Sell
6,178
-314
-5% -$36.4K 0.57% 57
2025
Q3 		$732K Buy
6,492
+265
+4% +$29.5K 0.58% 56
2025
Q2 		$671K Buy
6,227
+160
+3% +$17.1K 0.56% 52
2025
Q1 		$722K Sell
6,067
-261
-4% -$28.9K 0.63% 49
2024
Q4 		$681K Buy
6,328
+87
+1% +$10.2K 0.6% 51
2024
Q3 		$732K Buy
6,241
+203
+3% +$23.4K 0.63% 47
2024
Q2 		$695K Buy
6,038
+1,188
+24% +$138K 0.64% 49
2024
Q1 		$564K Buy
4,850
+2,020
+71% +$211K 0.52% 54
2023
Q4 		$283K Buy
+2,830
New +$297K 0.28% 77

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

LifePlan Financial's XOM Position: Q2 2026 in Review

LifePlan Financial increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $18K and bringing the position to 6,628 shares worth $906K. The position accounts for 0.63% of the portfolio, ranked #47.

LifePlan Financial first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • LifePlan Financial held 6,628 shares of ExxonMobil worth $906K as of Q2 2026.
  • LifePlan Financial bought 120 ExxonMobil shares in Q2 2026, an estimated $18K.
  • ExxonMobil made up 0.63% of LifePlan Financial's portfolio in Q2 2026, its #47 holding.
  • LifePlan Financial first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's ExxonMobil position peaked at $1.1M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.