New England Professional Planning Group’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 | $1.03M | Sell |
7,519
-975
| -11% | -$146K | 0.38% | 11 |
|
|
2026
Q1 | $1.44M | Sell |
8,494
-1,298
| -13% | -$189K | 0.6% | 7 |
|
|
2025
Q4 | $1.18M | Sell |
9,792
-363
| -4% | -$42.1K | 0.49% | 8 |
|
|
2025
Q3 | $1.13M | Hold |
10,155
| – | – | 0.52% | 7 |
|
|
2025
Q2 | $1.09M | Sell |
10,155
-415
| -4% | -$44.4K | 0.5% | 7 |
|
|
2025
Q1 | $1.26M | Buy |
10,570
+763
| +8% | +$84.4K | 0.63% | 7 |
|
|
2024
Q4 | $1.05M | Hold |
9,807
| – | – | 0.53% | 8 |
|
|
2024
Q3 | $1.15M | Hold |
9,807
| – | – | 0.57% | 8 |
|
|
2024
Q2 | $1.13M | Hold |
9,807
| – | – | 0.59% | 7 |
|
|
2024
Q1 | $1.14M | Sell |
9,807
-10
| -0.1% | -$1.05K | 0.59% | 8 |
|
|
2023
Q4 | $982K | Sell |
9,817
-691
| -7% | -$72.6K | 0.56% | 8 |
|
|
2023
Q3 | $1.24M | Hold |
10,508
| – | – | 0.77% | 8 |
|
|
2023
Q2 | $1.13M | Sell |
10,508
-68
| -0.6% | -$7.42K | 0.66% | 8 |
|
|
2023
Q1 | $1.22M | Sell |
10,576
-315
| -3% | -$34.8K | 0.74% | 8 |
|
|
2022
Q4 | $1.2M | Sell |
10,891
-364
| -3% | -$39K | 0.68% | 8 |
|
|
2022
Q3 | $983K | Sell |
11,255
-206
| -2% | -$18.8K | 0.7% | 8 |
|
|
2022
Q2 | $982K | Sell |
11,461
-30
| -0.3% | -$2.71K | 0.68% | 7 |
|
|
2022
Q1 | $955K | Sell |
11,491
-890
| -7% | -$69.2K | 0.57% | 9 |
|
|
2021
Q4 | $876K | Buy |
12,381
+1,352
| +12% | +$84.5K | 0.53% | 8 |
|
|
2021
Q3 | $710K | Buy |
11,029
+76
| +0.7% | +$4.33K | 0.42% | 10 |
|
|
2021
Q2 | $639K | Sell |
10,953
-76
| -0.7% | -$4.54K | 0.39% | 11 |
|
|
2021
Q1 | $679K | Sell |
11,029
-3,103
| -22% | -$163K | 0.42% | 12 |
|
|
2020
Q4 | $581K | Buy |
14,132
+200
| +1% | +$7.5K | 0.41% | 12 |
|
|
2020
Q3 | $456K | Sell |
13,932
-2,112
| -13% | -$86.3K | 0.36% | 15 |
|
|
2020
Q2 | $712K | Hold |
16,044
| – | – | 0.55% | 11 |
|
|
2020
Q1 | $722K | Sell |
16,044
-130
| -0.8% | -$7.18K | 0.67% | 12 |
|
|
2019
Q4 | $1.13M | Buy |
+16,174
| New | +$1.12M | 0.9% | 9 |
|
|
2018
Q3 | $1.47M | Buy |
17,243
+438
| +3% | +$35.8K | 1.68% | 8 |
|
|
2018
Q2 | $1.39M | Sell |
16,805
-2,324
| -12% | -$185K | 1.78% | 9 |
|
|
2018
Q1 | $1.49M | Buy |
19,129
+150
| +0.8% | +$12K | 1.98% | 8 |
|
|
2017
Q4 | $1.65M | Buy |
+18,979
| New | +$1.57M | 2.01% | 8 |
|
|
2016
Q2 | $1.75M | Sell |
19,131
-248
| -1% | -$21.9K | 1.96% | 11 |
|
|
2016
Q1 | $1.61M | Sell |
19,379
-1,046
| -5% | -$83.8K | 1.61% | 11 |
|
|
2015
Q4 | $1.6M | Buy |
20,425
+2,492
| +14% | +$199K | 1.78% | 10 |
|
|
2015
Q3 | $1.47M | Sell |
17,933
-595
| -3% | -$45.8K | 1.66% | 10 |
|
|
2015
Q2 | $1.54M | Sell |
18,528
-39
| -0.2% | -$3.35K | 2.02% | 6 |
|
|
2015
Q1 | $1.66M | Buy |
18,567
+1,012
| +6% | +$89.7K | 2.23% | 6 |
|
|
2014
Q4 | $1.54M | Buy |
+17,555
| New | +$1.64M | 2.27% | 6 |
|
Other funds holding XOM
New England Professional Planning Group's XOM Position: Q2 2026 in Review
New England Professional Planning Group reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $146K and leaving 7,519 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #11.
New England Professional Planning Group first reported a position in XOM in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.75M in Q2 2016. 2,444 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- New England Professional Planning Group held 7,519 shares of ExxonMobil worth $1.03M as of Q2 2026.
- New England Professional Planning Group sold 975 ExxonMobil shares in Q2 2026, an estimated $146K.
- ExxonMobil made up 0.38% of New England Professional Planning Group's portfolio in Q2 2026, its #11 holding.
- New England Professional Planning Group first reported a position in ExxonMobil in Q4 2014 and has held it in 38 quarters since.
- New England Professional Planning Group's ExxonMobil position peaked at $1.75M in Q2 2016.
- 2,444 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.