Plan Group Financial
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Plan Group Financial’s ExxonMobil XOM Stock Holding History

Plan Group Financial’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
Q3 		$8.83M Sell
49,654
-1,557
-3% -$243K 1.73% 15
2026
Q2 		$7M Buy
51,211
+1,900
+4% +$284K 1.44% 19
2026
Q1 		$8.37M Buy
49,311
+3,212
+7% +$469K 1.96% 11
2025
Q4 		$5.55M Sell
46,099
-1,097
-2% -$127K 1.44% 15
2025
Q3 		$5.32M Buy
47,196
+3,095
+7% +$344K 1.43% 16
2025
Q2 		$4.75M Buy
44,101
+1,753
+4% +$187K 1.56% 13
2025
Q1 		$5.04M Buy
42,348
+29,587
+232% +$3.27M 1.8% 17
2024
Q4 		$1.37M Buy
12,761
+1,501
+13% +$176K 0.73% 29
2024
Q3 		$1.32M Buy
11,260
+2,233
+25% +$258K 0.7% 28
2024
Q2 		$1.04M Buy
9,027
+3,647
+68% +$425K 0.64% 30
2024
Q1 		$625K Buy
5,380
+1,860
+53% +$195K 0.41% 43
2023
Q4 		$352K Sell
3,520
-669
-16% -$70.3K 0.31% 42
2023
Q3 		$493K Sell
4,189
-18,499
-82% -$2.03M 0.35% 36
2023
Q2 		$2.43M Buy
+22,688
New +$2.48M 2.03% 12

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Plan Group Financial's XOM Position: Q3 2026 in Review

Plan Group Financial reduced its ExxonMobil (XOM) stake by 3% in Q3 2026, selling an estimated $243K and leaving 49,654 shares worth $8.83M. The position accounts for 1.73% of the portfolio, ranked #15.

Plan Group Financial first reported a position in XOM in Q2 2023 and has held it in 14 quarters since. 1,529 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Plan Group Financial held 49,654 shares of ExxonMobil worth $8.83M as of Q3 2026.
  • Plan Group Financial sold 1,557 ExxonMobil shares in Q3 2026, an estimated $243K.
  • ExxonMobil made up 1.73% of Plan Group Financial's portfolio in Q3 2026, its #15 holding.
  • Plan Group Financial first reported a position in ExxonMobil in Q2 2023 and has held it in 14 quarters since.
  • 1,529 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.