Planned Solutions’s ExxonMobil XOM Stock Holding History

Planned Solutions’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	$536K	Buy	3,920 +15	+0.4%	+$2.25K	0.15%	74
2026 Q1	$663K	Sell	3,905 -382	-9%	-$55.7K	0.22%	55
2025 Q4	$516K	Hold	4,287	–	–	0.17%	70
2025 Q3	$483K	Buy	4,287 +175	+4%	+$19.5K	0.17%	68
2025 Q2	$443K	Buy	4,112 +113	+3%	+$12.1K	0.17%	68
2025 Q1	$476K	Buy	3,999 +35	+0.9%	+$3.87K	0.19%	60
2024 Q4	$426K	Sell	3,964 -125	-3%	-$14.6K	0.17%	61
2024 Q3	$479K	Buy	4,089 +605	+17%	+$69.9K	0.19%	54
2024 Q2	$401K	Buy	3,484 +1,258	+57%	+$147K	0.19%	58
2024 Q1	$259K	Hold	2,226	–	–	0.13%	73
2023 Q4	$223K	Hold	2,226	–	–	0.1%	75
2023 Q3	$262K	Buy	2,226 +56	+3%	+$6.14K	0.16%	62
2023 Q2	$233K	Buy	2,170 +47	+2%	+$5.13K	0.14%	68
2023 Q1	$233K	Hold	2,123	–	–	0.15%	66
2022 Q4	$234K	Buy	+2,123	New	+$227K	0.17%	61
2021 Q1	–	Sell	-165	Closed	-$7K	–	426
2020 Q4	$7K	Hold	165	–	–	0.01%	357
2020 Q3	$6K	Buy	+165	New	+$6.75K	0.01%	275

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planned Solutions's XOM Position: Q2 2026 in Review

Planned Solutions increased its ExxonMobil (XOM) stake by 0.38% in Q2 2026, buying an estimated $2.25K and bringing the position to 3,920 shares worth $536K. The position accounts for 0.15% of the portfolio, ranked #74.

Planned Solutions first reported a position in XOM in Q3 2020 and has held it in 17 quarters since. The position peaked at $663K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Planned Solutions held 3,920 shares of ExxonMobil worth $536K as of Q2 2026.
Planned Solutions bought 15 ExxonMobil shares in Q2 2026, an estimated $2.25K.
ExxonMobil made up 0.15% of Planned Solutions's portfolio in Q2 2026, its #74 holding.
Planned Solutions first reported a position in ExxonMobil in Q3 2020 and has held it in 17 quarters since.
Planned Solutions's ExxonMobil position peaked at $663K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.