LifePlan Investment Advisors’s ExxonMobil XOM Stock Holding History

LifePlan Investment Advisors’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	$769K	Buy	5,621 +224	+4%	+$33.5K	0.26%	82
2026 Q1	$916K	Buy	5,397 +36	+0.7%	+$5.25K	0.36%	73
2025 Q4	$645K	Buy	5,361 +25	+0.5%	+$2.9K	0.26%	73
2025 Q3	$602K	Buy	5,336 +625	+13%	+$69.5K	0.25%	71
2025 Q2	$508K	Sell	4,711 -43	-0.9%	-$4.6K	0.25%	70
2025 Q1	$565K	Sell	4,754 -7	-0.1%	-$774	0.33%	66
2024 Q4	$512K	Hold	4,761	–	–	0.32%	61
2024 Q3	$558K	Sell	4,761 -22	-0.5%	-$2.54K	0.36%	53
2024 Q2	$551K	Buy	4,783 +91	+2%	+$10.6K	0.4%	52
2024 Q1	$545K	Buy	4,692 +137	+3%	+$14.3K	0.43%	47
2023 Q4	$455K	Buy	4,555 +455	+11%	+$47.8K	0.42%	44
2023 Q3	$482K	Buy	4,100 +55	+1%	+$6.03K	0.51%	36
2023 Q2	$434K	Buy	+4,045	New	+$441K	0.49%	35

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LifePlan Investment Advisors's XOM Position: Q2 2026 in Review

LifePlan Investment Advisors increased its ExxonMobil (XOM) stake by 4.2% in Q2 2026, buying an estimated $33.5K and bringing the position to 5,621 shares worth $769K. The position accounts for 0.26% of the portfolio, ranked #82.

LifePlan Investment Advisors first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $916K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

LifePlan Investment Advisors held 5,621 shares of ExxonMobil worth $769K as of Q2 2026.
LifePlan Investment Advisors bought 224 ExxonMobil shares in Q2 2026, an estimated $33.5K.
ExxonMobil made up 0.26% of LifePlan Investment Advisors's portfolio in Q2 2026, its #82 holding.
LifePlan Investment Advisors first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's ExxonMobil position peaked at $916K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.