Planning Alternatives’s ExxonMobil XOM Stock Holding History

Planning Alternatives’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	$567K	Sell	4,146 -352	-8%	-$52.7K	0.06%	67
2026 Q1	$763K	Buy	4,498 +1,589	+55%	+$232K	0.1%	51
2025 Q4	$350K	Buy	2,909 +455	+19%	+$52.8K	0.04%	70
2025 Q3	$277K	Sell	2,454 -98	-4%	-$10.9K	0.04%	76
2025 Q2	$275K	Buy	+2,552	New	+$273K	0.04%	69
2017 Q1	–	Sell	-3,189	Closed	-$288K	–	56
2016 Q4	$288K	Buy	3,189 +35	+1%	+$3.06K	0.06%	41
2016 Q3	$275K	Hold	3,154	–	–	0.06%	40
2016 Q2	$296K	Sell	3,154 -20	-0.6%	-$1.77K	0.06%	41
2016 Q1	$265K	Hold	3,174	–	–	0.06%	40
2015 Q4	$247K	Buy	+3,174	New	+$254K	0.06%	41
2015 Q3	–	Sell	-2,411	Closed	-$201K	–	47
2015 Q2	$201K	Sell	2,411 -10	-0.4%	-$860	0.04%	42
2015 Q1	$206K	Buy	+2,421	New	+$215K	0.05%	41
2014 Q3	–	Sell	-2,182	Closed	-$220K	–	48
2014 Q2	$220K	Sell	2,182 -36	-2%	-$3.63K	0.05%	43
2014 Q1	$217K	Hold	2,218	–	–	0.06%	41
2013 Q4	$224K	Buy	+2,218	New	+$205K	0.07%	34

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

Planning Alternatives's XOM Position: Q2 2026 in Review

Planning Alternatives reduced its ExxonMobil (XOM) stake by 7.8% in Q2 2026, selling an estimated $52.7K and leaving 4,146 shares worth $567K. The position accounts for 0.06% of the portfolio, ranked #67.

Planning Alternatives first reported a position in XOM in Q4 2013 and has held it in 15 quarters since. The position peaked at $763K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Planning Alternatives held 4,146 shares of ExxonMobil worth $567K as of Q2 2026.
Planning Alternatives sold 352 ExxonMobil shares in Q2 2026, an estimated $52.7K.
ExxonMobil made up 0.06% of Planning Alternatives's portfolio in Q2 2026, its #67 holding.
Planning Alternatives first reported a position in ExxonMobil in Q4 2013 and has held it in 15 quarters since.
Planning Alternatives's ExxonMobil position peaked at $763K in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.