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Oath Planning’s ExxonMobil XOM Stock Holding History

Oath 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
Q2 		$777K Buy
5,680
+686
+14% +$103K 0.58% 27
2026
Q1 		$847K Buy
4,994
+33
+0.7% +$4.82K 0.75% 25
2025
Q4 		$597K Buy
+4,961
New +$575K 0.59% 28

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Oath Planning's XOM Position: Q2 2026 in Review

Oath Planning increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 5,680 shares worth $777K. The position accounts for 0.58% of the portfolio, ranked #27.

Oath Planning first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $847K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Oath Planning held 5,680 shares of ExxonMobil worth $777K as of Q2 2026.
  • Oath Planning bought 686 ExxonMobil shares in Q2 2026, an estimated $103K.
  • ExxonMobil made up 0.58% of Oath Planning's portfolio in Q2 2026, its #27 holding.
  • Oath Planning first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Oath Planning's ExxonMobil position peaked at $847K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.