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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Phillips Wealth Planners's XOM Position: Q1 2026 in Review

Phillips Wealth Planners reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $161K and leaving 8,134 shares worth $1.22M. The position accounts for 0.92% of the portfolio, ranked #26.

Phillips Wealth Planners first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Phillips Wealth Planners held 8,134 shares of ExxonMobil worth $1.22M as of Q1 2026.
Phillips Wealth Planners sold 1,105 ExxonMobil shares in Q1 2026, an estimated $161K.
ExxonMobil made up 0.92% of Phillips Wealth Planners's portfolio in Q1 2026, its #26 holding.
Phillips Wealth Planners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's ExxonMobil position peaked at $1.23M in Q4 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.