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Peak Planning Group’s ExxonMobil XOM Stock Holding History

Peak Planning Group’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 		$1.66M Sell
12,123
-672
-5% -$101K 0.37% 40
2026
Q1 		$2.17M Buy
12,795
+52
+0.4% +$7.59K 0.6% 28
2025
Q4 		$1.53M Buy
12,743
+4,012
+46% +$465K 0.43% 34
2025
Q3 		$984K Sell
8,731
-591
-6% -$65.7K 0.51% 31
2025
Q2 		$1M Sell
9,322
-6,068
-39% -$649K 0.64% 27
2025
Q1 		$1.83M Sell
15,390
-466
-3% -$51.5K 0.77% 24
2024
Q4 		$1.71M Sell
15,856
-3,470
-18% -$406K 0.71% 24
2024
Q3 		$2.27M Sell
19,326
-384
-2% -$44.3K 0.99% 20
2024
Q2 		$2.27M Buy
19,710
+3,837
+24% +$447K 1.12% 19
2024
Q1 		$1.85M Buy
15,873
+261
+2% +$27.3K 1.16% 21
2023
Q4 		$1.56M Sell
15,612
-52
-0.3% -$5.46K 1.12% 20
2023
Q3 		$1.84M Sell
15,664
-255
-2% -$28K 1.44% 16
2023
Q2 		$1.71M Buy
15,919
+13
+0.1% +$1.42K 1.27% 17
2023
Q1 		$1.74M Sell
15,906
-192
-1% -$21.2K 1.42% 19
2022
Q4 		$1.78M Buy
16,098
+140
+0.9% +$15K 1.56% 17
2022
Q3 		$1.39M Sell
15,958
-104
-0.6% -$9.49K 1.29% 19
2022
Q2 		$1.38M Buy
+16,062
New +$1.45M 1.16% 21
2021
Q4 		$971K Sell
15,873
-93
-0.6% -$5.81K 0.72% 27
2021
Q3 		$939K Buy
+15,966
New +$910K 0.81% 29
2021
Q1 		$902K Buy
16,165
+926
+6% +$48.5K 0.88% 25
2020
Q4 		$628K Buy
15,239
+5,295
+53% +$199K 0.71% 29
2020
Q3 		$341K Buy
+9,944
New +$407K 0.48% 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

Peak Planning Group's XOM Position: Q2 2026 in Review

Peak Planning Group reduced its ExxonMobil (XOM) stake by 5.3% in Q2 2026, selling an estimated $101K and leaving 12,123 shares worth $1.66M. The position accounts for 0.37% of the portfolio, ranked #40.

Peak Planning Group first reported a position in XOM in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.27M in Q2 2024. 4,251 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Peak Planning Group held 12,123 shares of ExxonMobil worth $1.66M as of Q2 2026.
  • Peak Planning Group sold 672 ExxonMobil shares in Q2 2026, an estimated $101K.
  • ExxonMobil made up 0.37% of Peak Planning Group's portfolio in Q2 2026, its #40 holding.
  • Peak Planning Group first reported a position in ExxonMobil in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's ExxonMobil position peaked at $2.27M in Q2 2024.
  • 4,251 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.