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Mark Sheptoff Financial Planning’s ExxonMobil XOM Stock Holding History

Mark Sheptoff 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
Q1 		$271K Sell
1,752
-200
-10% -$29.2K 0.14% 86
2025
Q4 		$235K Sell
1,952
-50
-2% -$5.8K 0.11% 98
2025
Q3 		$226K Sell
2,002
-587
-23% -$65.3K 0.11% 98
2025
Q2 		$279K Sell
2,589
-425
-14% -$45.4K 0.15% 83
2025
Q1 		$358K Buy
3,014
+522
+21% +$57.7K 0.2% 66
2024
Q4 		$268K Hold
2,492
– – 0.14% 80
2024
Q3 		$292K Hold
2,492
– – 0.16% 78
2024
Q2 		$287K Sell
2,492
-300
-11% -$34.9K 0.16% 75
2024
Q1 		$325K Sell
2,792
-200
-7% -$20.9K 0.18% 71
2023
Q4 		$299K Hold
2,992
– – 0.18% 70
2023
Q3 		$352K Sell
2,992
-100
-3% -$11K 0.23% 58
2023
Q2 		$332K Buy
3,092
+200
+7% +$21.8K 0.19% 68
2023
Q1 		$317K Hold
2,892
– – 0.18% 77
2022
Q4 		$319K Hold
2,892
– – 0.19% 75
2022
Q3 		$253K Sell
2,892
-200
-6% -$18.3K 0.15% 78
2022
Q2 		$265K Hold
3,092
– – 0.15% 81
2022
Q1 		$255K Hold
3,092
– – 0.13% 92
2021
Q4 		$189K Buy
3,092
+1,270
+70% +$79.4K 0.09% 110
2021
Q3 		$107K Sell
1,822
-648
-26% -$36.9K 0.06% 136
2021
Q2 		$156K Buy
2,470
+79
+3% +$4.72K 0.08% 117
2021
Q1 		$133K Sell
2,391
-500
-17% -$26.2K 0.08% 118
2020
Q4 		$119K Sell
2,891
-1,588
-35% -$59.5K 0.07% 123
2020
Q3 		$154K Hold
4,479
– – 0.09% 105
2020
Q2 		$200K Sell
4,479
-1,300
-22% -$58.3K 0.13% 86
2020
Q1 		$219K Sell
5,779
-1,575
-21% -$87K 0.17% 76
2019
Q4 		$513K Buy
7,354
+100
+1% +$6.92K 0.32% 58
2019
Q3 		$512K Sell
7,254
-1,684
-19% -$122K 0.35% 52
2019
Q2 		$685K Sell
8,938
-860
-9% -$66.6K 0.47% 41
2019
Q1 		$792K Sell
9,798
-1,139
-10% -$86.8K 0.57% 37
2018
Q4 		$746K Sell
10,937
-1,612
-13% -$126K 0.62% 35
2018
Q3 		$1.07M Buy
12,549
+468
+4% +$38.3K 0.73% 37
2018
Q2 		$999K Buy
12,081
+16
+0.1% +$1.27K 0.74% 36
2018
Q1 		$900K Sell
12,065
-918
-7% -$73.4K 0.62% 43
2017
Q4 		$1.09M Buy
12,983
+15
+0.1% +$1.24K 0.71% 39
2017
Q3 		$1.06M Sell
12,968
-684
-5% -$54.3K 0.71% 40
2017
Q2 		$1.1M Sell
13,652
-381
-3% -$31.2K 0.76% 36
2017
Q1 		$1.15M Sell
14,033
-539
-4% -$45K 0.82% 34
2016
Q4 		$1.31M Sell
14,572
-683
-4% -$59.7K 0.98% 30
2016
Q3 		$1.33M Buy
15,255
+1,043
+7% +$92.5K 0.99% 30
2016
Q2 		$1.33M Sell
14,212
-417
-3% -$36.9K 1% 33
2016
Q1 		$1.22M Sell
14,629
-681
-4% -$54.5K 0.99% 30
2015
Q4 		$1.19M Sell
15,310
-1,147
-7% -$91.7K 0.97% 26
2015
Q3 		$1.22M Sell
16,457
-3,238
-16% -$249K 1.07% 27
2015
Q2 		$1.64M Buy
19,695
+3,389
+21% +$291K 1.33% 22
2015
Q1 		$1.39M Buy
16,306
+18
+0.1% +$1.6K 1.16% 26
2014
Q4 		$1.51M Buy
16,288
+1,015
+7% +$94.7K 1.33% 19
2014
Q3 		$1.44M Buy
15,273
+65
+0.4% +$6.47K 1.27% 19
2014
Q2 		$1.53M Sell
15,208
-385
-2% -$38.8K 1.31% 22
2014
Q1 		$1.52M Buy
+15,593
New +$1.49M 1.35% 19

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's XOM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its ExxonMobil (XOM) stake by 10% in Q1 2026, selling an estimated $29.2K and leaving 1,752 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #86.

Mark Sheptoff Financial Planning first reported a position in XOM in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.64M in Q2 2015. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,752 shares of ExxonMobil worth $271K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 200 ExxonMobil shares in Q1 2026, an estimated $29.2K.
  • ExxonMobil made up 0.14% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #86 holding.
  • Mark Sheptoff Financial Planning first reported a position in ExxonMobil in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's ExxonMobil position peaked at $1.64M in Q2 2015.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.