PGF
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Plan Group Financial's XOM Position: Q1 2026 in Review

Plan Group Financial increased its ExxonMobil (XOM) stake by 7% in Q1 2026, buying an estimated $469K and bringing the position to 49,311 shares worth $8.37M. The position accounts for 1.96% of the portfolio, ranked #11.

Plan Group Financial first reported a position in XOM in Q2 2023 and has held it in 12 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Plan Group Financial held 49,311 shares of ExxonMobil worth $8.37M as of Q1 2026.
  • Plan Group Financial bought 3,212 ExxonMobil shares in Q1 2026, an estimated $469K.
  • ExxonMobil made up 1.96% of Plan Group Financial's portfolio in Q1 2026, its #11 holding.
  • Plan Group Financial first reported a position in ExxonMobil in Q2 2023 and has held it in 12 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.