OLIO Financial Planning’s ExxonMobil XOM Stock Holding History

OLIO 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 Q2	$256K	Sell	1,873 -383	-17%	-$57.3K	0.06%	58
2026 Q1	$383K	Sell	2,256 -634	-22%	-$92.5K	0.11%	46
2025 Q4	$348K	Sell	2,890 -2	-0.1%	-$232	0.1%	48
2025 Q3	$326K	Buy	2,892 +16	+0.6%	+$1.78K	0.1%	52
2025 Q2	$310K	Sell	2,876 -73	-2%	-$7.8K	0.1%	52
2025 Q1	$351K	Sell	2,949 -732	-20%	-$81K	0.12%	44
2024 Q4	$396K	Buy	+3,681	New	+$431K	0.14%	42

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

OLIO Financial Planning's XOM Position: Q2 2026 in Review

OLIO Financial Planning reduced its ExxonMobil (XOM) stake by 17% in Q2 2026, selling an estimated $57.3K and leaving 1,873 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #58.

OLIO Financial Planning first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $396K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

OLIO Financial Planning held 1,873 shares of ExxonMobil worth $256K as of Q2 2026.
OLIO Financial Planning sold 383 ExxonMobil shares in Q2 2026, an estimated $57.3K.
ExxonMobil made up 0.06% of OLIO Financial Planning's portfolio in Q2 2026, its #58 holding.
OLIO Financial Planning first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
OLIO Financial Planning's ExxonMobil position peaked at $396K in Q4 2024.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.