Partners in Financial Planning’s ExxonMobil XOM Stock Holding History

Partners in 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 Q1	$2.14M	Hold	12,623	–	–	0.36%	31
2025 Q4	$1.52M	Sell	12,623 -571	-4%	-$66.2K	0.26%	36
2025 Q3	$1.49M	Buy	13,194 +571	+5%	+$63.5K	0.26%	36
2025 Q2	$1.36M	Hold	12,623	–	–	0.25%	38
2025 Q1	$1.5M	Buy	12,623 +72	+0.6%	+$7.96K	0.3%	33
2024 Q4	$1.35M	Sell	12,551 -119	-0.9%	-$13.9K	0.28%	37
2024 Q3	$1.49M	Hold	12,670	–	–	0.3%	35
2024 Q2	$1.46M	Buy	12,670 +104	+0.8%	+$12.1K	0.32%	32
2024 Q1	$1.46M	Hold	12,566	–	–	0.33%	34
2023 Q4	$1.26M	Hold	12,566	–	–	0.29%	39
2023 Q3	$1.48M	Hold	12,566	–	–	0.38%	32
2023 Q2	$1.35M	Hold	12,566	–	–	0.34%	35
2023 Q1	$1.38M	Hold	12,566	–	–	0.36%	33
2022 Q4	$1.34M	Hold	12,566	–	–	0.37%	33
2022 Q3	$1.41M	Hold	12,566	–	–	0.4%	28
2022 Q2	$1.21M	Hold	12,566	–	–	0.39%	28
2022 Q1	$1.07M	Hold	12,566	–	–	0.34%	32
2021 Q4	$1.01M	Sell	12,566 -3,529	-22%	-$221K	0.31%	34
2021 Q3	$947K	Hold	16,095	–	–	0.3%	34
2021 Q2	$1.02M	Buy	+16,095	New	+$961K	0.32%	34

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Partners in Financial Planning's XOM Position: Q1 2026 in Review

Partners in Financial Planning held its ExxonMobil (XOM) position steady in Q1 2026 at 12,623 shares worth $2.14M. The position accounts for 0.36% of the portfolio, ranked #31.

Partners in Financial Planning first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Partners in Financial Planning held 12,623 shares of ExxonMobil worth $2.14M as of Q1 2026.
Partners in Financial Planning left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 0.36% of Partners in Financial Planning's portfolio in Q1 2026, its #31 holding.
Partners in Financial Planning first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.