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Peak Retirement Planning’s ExxonMobil XOM Stock Holding History

Peak Retirement 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 		$1.77M Buy
12,946
+932
+8% +$139K 0.28% 78
2026
Q1 		$2.04M Buy
12,014
+5,240
+77% +$765K 0.41% 74
2025
Q4 		$815K Buy
6,774
+59
+0.9% +$6.84K 0.19% 86
2025
Q3 		$757K Buy
6,715
+530
+9% +$58.9K 0.21% 84
2025
Q2 		$667K Buy
6,185
+54
+0.9% +$5.77K 0.27% 79
2025
Q1 		$729K Buy
6,131
+741
+14% +$81.9K 0.4% 76
2024
Q4 		$580K Buy
+5,390
New +$630K 0.39% 77

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 Retirement Planning's XOM Position: Q2 2026 in Review

Peak Retirement Planning increased its ExxonMobil (XOM) stake by 7.8% in Q2 2026, buying an estimated $139K and bringing the position to 12,946 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #78.

Peak Retirement Planning first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Peak Retirement Planning held 12,946 shares of ExxonMobil worth $1.77M as of Q2 2026.
  • Peak Retirement Planning bought 932 ExxonMobil shares in Q2 2026, an estimated $139K.
  • ExxonMobil made up 0.28% of Peak Retirement Planning's portfolio in Q2 2026, its #78 holding.
  • Peak Retirement Planning first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Peak Retirement Planning's ExxonMobil position peaked at $2.04M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.