MPS Loria Financial Planners’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $729K | Sell |
5,330
-5
| -0.1% | -$748 | 0.17% | 39 |
|
|
2026
Q1 | $905K | Buy |
5,335
+29
| +0.5% | +$4.23K | 0.24% | 30 |
|
|
2025
Q4 | $639K | Buy |
5,306
+34
| +0.6% | +$3.94K | 0.16% | 38 |
|
|
2025
Q3 | $594K | Buy |
5,272
+35
| +0.7% | +$3.89K | 0.16% | 39 |
|
|
2025
Q2 | $565K | Buy |
5,237
+36
| +0.7% | +$3.85K | 0.17% | 40 |
|
|
2025
Q1 | $619K | Sell |
5,201
-2,991
| -37% | -$331K | 0.18% | 34 |
|
|
2024
Q4 | $881K | Buy |
8,192
+59
| +0.7% | +$6.9K | 0.26% | 28 |
|
|
2024
Q3 | $953K | Sell |
8,133
-133
| -2% | -$15.4K | 0.28% | 27 |
|
|
2024
Q2 | $952K | Sell |
8,266
-394
| -5% | -$45.9K | 0.31% | 29 |
|
|
2024
Q1 | $1.01M | Sell |
8,660
-283
| -3% | -$29.6K | 0.34% | 26 |
|
|
2023
Q4 | $894K | Buy |
8,943
+25
| +0.3% | +$2.63K | 0.31% | 30 |
|
|
2023
Q3 | $1.05M | Buy |
8,918
+366
| +4% | +$40.1K | 0.41% | 24 |
|
|
2023
Q2 | $917K | Sell |
8,552
-974
| -10% | -$106K | 0.34% | 26 |
|
|
2023
Q1 | $1.04M | Buy |
9,526
+74
| +0.8% | +$8.19K | 0.42% | 23 |
|
|
2022
Q4 | $1.04M | Buy |
9,452
+13
| +0.1% | +$1.39K | 0.46% | 24 |
|
|
2022
Q3 | $824K | Buy |
9,439
+316
| +3% | +$28.9K | 0.32% | 27 |
|
|
2022
Q2 | $781K | Sell |
9,123
-818
| -8% | -$73.8K | 0.35% | 26 |
|
|
2022
Q1 | $821K | Buy |
9,941
+31
| +0.3% | +$2.41K | 0.34% | 27 |
|
|
2021
Q4 | $606K | Buy |
9,910
+854
| +9% | +$53.4K | 0.25% | 36 |
|
|
2021
Q3 | $532K | Sell |
9,056
-1,144
| -11% | -$65.2K | 0.24% | 35 |
|
|
2021
Q2 | $643K | Buy |
10,200
+40
| +0.4% | +$2.39K | 0.3% | 30 |
|
|
2021
Q1 | $567K | Sell |
10,160
-1,851
| -15% | -$97K | 0.26% | 34 |
|
|
2020
Q4 | $498K | Sell |
12,011
-461
| -4% | -$17.3K | 0.22% | 36 |
|
|
2020
Q3 | $428K | Buy |
12,472
+1,531
| +14% | +$62.6K | 0.22% | 34 |
|
|
2020
Q2 | $489K | Buy |
10,941
+249
| +2% | +$11.2K | 0.26% | 28 |
|
|
2020
Q1 | $406K | Buy |
10,692
+54
| +0.5% | +$2.98K | 0.31% | 30 |
|
|
2019
Q4 | $742K | Buy |
10,638
+32
| +0.3% | +$2.21K | 0.44% | 25 |
|
|
2019
Q3 | $748K | Sell |
10,606
-146
| -1% | -$10.6K | 0.49% | 23 |
|
|
2019
Q2 | $823K | Buy |
10,752
+29
| +0.3% | +$2.25K | 0.53% | 24 |
|
|
2019
Q1 | $866K | Sell |
10,723
-711
| -6% | -$54.2K | 0.57% | 23 |
|
|
2018
Q4 | $779K | Sell |
11,434
-480
| -4% | -$37.7K | 0.56% | 24 |
|
|
2018
Q3 | $1.01M | Sell |
11,914
-930
| -7% | -$76K | 0.63% | 21 |
|
|
2018
Q2 | $1.06M | Sell |
12,844
-495
| -4% | -$39.4K | 1.07% | 17 |
|
|
2018
Q1 | $995K | Buy |
13,339
+89
| +0.7% | +$7.11K | 0.7% | 22 |
|
|
2017
Q4 | $1.11M | Buy |
13,250
+36
| +0.3% | +$2.98K | 0.76% | 21 |
|
|
2017
Q3 | $1.08M | Sell |
13,214
-622
| -4% | -$49.4K | 0.77% | 20 |
|
|
2017
Q2 | $1.08M | Buy |
+13,836
| New | +$1.13M | 0.72% | 19 |
|
Other funds holding XOM
MPS Loria Financial Planners's XOM Position: Q2 2026 in Review
MPS Loria Financial Planners reduced its ExxonMobil (XOM) stake by 0.09% in Q2 2026, selling an estimated $748 and leaving 5,330 shares worth $729K. The position accounts for 0.17% of the portfolio, ranked #39.
MPS Loria Financial Planners first reported a position in XOM in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.11M in Q4 2017. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- MPS Loria Financial Planners held 5,330 shares of ExxonMobil worth $729K as of Q2 2026.
- MPS Loria Financial Planners sold 5 ExxonMobil shares in Q2 2026, an estimated $748.
- ExxonMobil made up 0.17% of MPS Loria Financial Planners's portfolio in Q2 2026, its #39 holding.
- MPS Loria Financial Planners first reported a position in ExxonMobil in Q2 2017 and has held it in 37 quarters since.
- MPS Loria Financial Planners's ExxonMobil position peaked at $1.11M in Q4 2017.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.