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Northeast Planning Associates NH’s ExxonMobil XOM Stock Holding History

Northeast Planning Associates NH’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 		$318K Hold
2,323
– – 0.24% 47
2026
Q1 		$394K Hold
2,323
– – 0.26% 36
2025
Q4 		$280K Sell
2,323
-418
-15% -$48.5K 0.2% 39
2025
Q3 		$309K Hold
2,741
– – 0.26% 37
2025
Q2 		$295K Sell
2,741
-15
-0.5% -$1.6K 0.27% 38
2025
Q1 		$328K Sell
2,756
-51
-2% -$5.64K 0.27% 38
2024
Q4 		$302K Buy
+2,807
New +$328K 0.31% 38

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

Northeast Planning Associates NH's XOM Position: Q2 2026 in Review

Northeast Planning Associates NH held its ExxonMobil (XOM) position steady in Q2 2026 at 2,323 shares worth $318K. The position accounts for 0.24% of the portfolio, ranked #47.

Northeast Planning Associates NH first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $394K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Northeast Planning Associates NH held 2,323 shares of ExxonMobil worth $318K as of Q2 2026.
  • Northeast Planning Associates NH left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.24% of Northeast Planning Associates NH's portfolio in Q2 2026, its #47 holding.
  • Northeast Planning Associates NH first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Northeast Planning Associates NH's ExxonMobil position peaked at $394K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.