Pinnacle Wealth Planning Services’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.94M | Sell |
23,201
-1,373
| -6% | -$200K | 0.41% | 36 |
|
|
2025
Q4 | $2.96M | Buy |
24,574
+817
| +3% | +$94.8K | 0.31% | 43 |
|
|
2025
Q3 | $2.68M | Buy |
23,757
+909
| +4% | +$101K | 0.31% | 48 |
|
|
2025
Q2 | $2.46M | Sell |
22,848
-57
| -0.2% | -$6.09K | 0.32% | 39 |
|
|
2025
Q1 | $2.72M | Buy |
22,905
+1,611
| +8% | +$178K | 0.41% | 35 |
|
|
2024
Q4 | $2.29M | Sell |
21,294
-7,189
| -25% | -$841K | 0.34% | 39 |
|
|
2024
Q3 | $3.34M | Sell |
28,483
-156
| -0.5% | -$18K | 0.45% | 37 |
|
|
2024
Q2 | $3.3M | Buy |
28,639
+4,181
| +17% | +$487K | 0.47% | 34 |
|
|
2024
Q1 | $2.84M | Buy |
24,458
+865
| +4% | +$90.5K | 0.42% | 39 |
|
|
2023
Q4 | $2.36M | Sell |
23,593
-545
| -2% | -$57.3K | 0.37% | 40 |
|
|
2023
Q3 | $2.84M | Sell |
24,138
-99
| -0.4% | -$10.9K | 0.47% | 35 |
|
|
2023
Q2 | $2.6M | Sell |
24,237
-3,186
| -12% | -$348K | 0.42% | 40 |
|
|
2023
Q1 | $3.01M | Buy |
27,423
+1,683
| +7% | +$186K | 0.5% | 36 |
|
|
2022
Q4 | $2.84M | Buy |
25,740
+710
| +3% | +$76.1K | 0.5% | 39 |
|
|
2022
Q3 | $2.19M | Sell |
25,030
-140
| -0.6% | -$12.8K | 0.4% | 42 |
|
|
2022
Q2 | $2.16M | Buy |
25,170
+1,798
| +8% | +$162K | 0.39% | 47 |
|
|
2022
Q1 | $1.93M | Sell |
23,372
-22,957
| -50% | -$1.78M | 0.35% | 50 |
|
|
2021
Q4 | $2.83M | Buy |
46,329
+2,110
| +5% | +$132K | 0.55% | 34 |
|
|
2021
Q3 | $2.6M | Buy |
44,219
+155
| +0.4% | +$8.83K | 0.57% | 33 |
|
|
2021
Q2 | $2.78M | Buy |
44,064
+160
| +0.4% | +$9.55K | 0.65% | 30 |
|
|
2021
Q1 | $2.45M | Buy |
43,904
+1,037
| +2% | +$54.4K | 0.63% | 30 |
|
|
2020
Q4 | $1.77M | Buy |
42,867
+10,385
| +32% | +$389K | 0.42% | 38 |
|
|
2020
Q3 | $1.11M | Sell |
32,482
-106,883
| -77% | -$4.37M | 0.37% | 51 |
|
|
2020
Q2 | $6.23M | Buy |
139,365
+131,967
| +1,784% | +$5.92M | 2.02% | 11 |
|
|
2020
Q1 | $280K | Sell |
7,398
-3,673
| -33% | -$203K | 0.13% | 143 |
|
|
2019
Q4 | $772K | Buy |
11,071
+3,964
| +56% | +$274K | 0.36% | 62 |
|
|
2019
Q3 | $501K | Sell |
7,107
-799
| -10% | -$57.8K | 0.27% | 78 |
|
|
2019
Q2 | $606K | Buy |
7,906
+1,566
| +25% | +$121K | 0.37% | 51 |
|
|
2019
Q1 | $512K | Buy |
6,340
+1,781
| +39% | +$136K | 0.34% | 57 |
|
|
2018
Q4 | $312K | Sell |
4,559
-2,530
| -36% | -$198K | 0.2% | 89 |
|
|
2018
Q3 | $603K | Sell |
7,089
-1,203
| -15% | -$98.4K | 0.55% | 56 |
|
|
2018
Q2 | $686K | Buy |
8,292
+668
| +9% | +$53.2K | 0.67% | 42 |
|
|
2018
Q1 | $568K | Buy |
7,624
+4,903
| +180% | +$392K | 0.58% | 53 |
|
|
2017
Q4 | $227K | Buy |
+2,721
| New | +$225K | 0.46% | 50 |
|
Other funds holding XOM
VCM
VPM
Pinnacle Wealth Planning Services's XOM Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its ExxonMobil (XOM) stake by 5.6% in Q1 2026, selling an estimated $200K and leaving 23,201 shares worth $3.94M. The position accounts for 0.41% of the portfolio, ranked #36.
Pinnacle Wealth Planning Services first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.23M in Q2 2020. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Pinnacle Wealth Planning Services held 23,201 shares of ExxonMobil worth $3.94M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 1,373 ExxonMobil shares in Q1 2026, an estimated $200K.
- ExxonMobil made up 0.41% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #36 holding.
- Pinnacle Wealth Planning Services first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's ExxonMobil position peaked at $6.23M in Q2 2020.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.