Phillips Wealth Planners’s ExxonMobil XOM Stock Holding History

Phillips Wealth Planners’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	–	Sell	-8,134	Closed	-$1.22M	–	227
2026 Q1	$1.22M	Sell	8,134 -1,105	-12%	-$161K	0.92%	26
2025 Q4	$1.23M	Buy	9,239 +309	+3%	+$35.8K	0.99%	25
2025 Q3	$1.02M	Buy	8,930 +117	+1%	+$13K	0.85%	29
2025 Q2	$1.01M	Buy	8,813 +367	+4%	+$39.2K	0.91%	28
2025 Q1	$871K	Buy	8,446 +1,636	+24%	+$181K	0.92%	31
2024 Q4	$726K	Buy	6,810 +193	+3%	+$22.6K	0.72%	35
2024 Q3	$798K	Sell	6,617 -167	-2%	-$19.3K	0.76%	32
2024 Q2	$759K	Buy	6,784 +784	+13%	+$91.3K	0.8%	30
2024 Q1	$712K	Buy	6,000 +283	+5%	+$29.6K	0.82%	31
2023 Q4	$553K	Sell	5,717 -82	-1%	-$8.62K	0.67%	43
2023 Q3	$655K	Buy	5,799 +68	+1%	+$7.46K	0.89%	33
2023 Q2	$615K	Buy	5,731 +116	+2%	+$12.7K	0.81%	40
2023 Q1	$644K	Buy	5,615 +239	+4%	+$26.4K	0.85%	37
2022 Q4	$633K	Buy	+5,376	New	+$576K	1.11%	31

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

Phillips Wealth Planners's XOM Position: Q2 2026 in Review

Phillips Wealth Planners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 8,134 shares — an estimated $1.22M sold.

Phillips Wealth Planners first reported a position in XOM in Q4 2022 and held it in 14 quarters. The position peaked at $1.23M in Q4 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Phillips Wealth Planners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Phillips Wealth Planners sold 8,134 ExxonMobil shares in Q2 2026, an estimated $1.22M.
Phillips Wealth Planners first reported a position in ExxonMobil in Q4 2022 and held it in 14 quarters.
Phillips Wealth Planners's ExxonMobil position peaked at $1.23M in Q4 2025.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.