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Phillips Financial Management’s ExxonMobil XOM Stock Holding History

Phillips Financial Management’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 		$603K Sell
3,553
-42
-1% -$6.13K 0.04% 133
2025
Q4 		$433K Buy
3,595
+826
+30% +$95.8K 0.03% 149
2025
Q3 		$312K Buy
2,769
+401
+17% +$44.6K 0.02% 169
2025
Q2 		$255K Sell
2,368
-127
-5% -$13.6K 0.02% 169
2025
Q1 		$297K Buy
2,495
+153
+7% +$16.9K 0.02% 158
2024
Q4 		$252K Buy
2,342
+229
+11% +$26.8K 0.02% 159
2024
Q3 		$248K Sell
2,113
-199
-9% -$23K 0.02% 167
2024
Q2 		$266K Buy
+2,312
New +$269K 0.02% 158

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Phillips Financial Management's XOM Position: Q1 2026 in Review

Phillips Financial Management reduced its ExxonMobil (XOM) stake by 1.2% in Q1 2026, selling an estimated $6.13K and leaving 3,553 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #133.

Phillips Financial Management first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Phillips Financial Management held 3,553 shares of ExxonMobil worth $603K as of Q1 2026.
  • Phillips Financial Management sold 42 ExxonMobil shares in Q1 2026, an estimated $6.13K.
  • ExxonMobil made up 0.04% of Phillips Financial Management's portfolio in Q1 2026, its #133 holding.
  • Phillips Financial Management first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
  • 4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.