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 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

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

Plan Group Financial's XOM Position: Q2 2026 in Review

Plan Group Financial increased its ExxonMobil (XOM) stake by 3.9% in Q2 2026, buying an estimated $284K and bringing the position to 51,211 shares worth $7M. The position accounts for 1.44% of the portfolio, ranked #19.

Plan Group Financial first reported a position in XOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.37M in Q1 2026. 4,268 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Plan Group Financial held 51,211 shares of ExxonMobil worth $7M as of Q2 2026.
Plan Group Financial bought 1,900 ExxonMobil shares in Q2 2026, an estimated $284K.
ExxonMobil made up 1.44% of Plan Group Financial's portfolio in Q2 2026, its #19 holding.
Plan Group Financial first reported a position in ExxonMobil in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's ExxonMobil position peaked at $8.37M in Q1 2026.
4,268 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.