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 Q2	$1.73M	Hold	12,623	–	–	0.26%	35
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Partners in Financial Planning held its ExxonMobil (XOM) position steady in Q2 2026 at 12,623 shares worth $1.73M. The position accounts for 0.26% of the portfolio, ranked #35.

Partners in Financial Planning first reported a position in XOM in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.14M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Partners in Financial Planning held 12,623 shares of ExxonMobil worth $1.73M as of Q2 2026.
Partners in Financial Planning left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.26% of Partners in Financial Planning's portfolio in Q2 2026, its #35 holding.
Partners in Financial Planning first reported a position in ExxonMobil in Q2 2021 and has held it in 21 quarters since.
Partners in Financial Planning's ExxonMobil position peaked at $2.14M in Q1 2026.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.