Planning Directions’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $712K | Sell |
4,196
-8
| -0.2% | -$1.17K | 0.36% | 42 |
|
|
2025
Q4 | $506K | Buy |
4,204
+2
| +0% | +$232 | 0.26% | 47 |
|
|
2025
Q3 | $474K | Sell |
4,202
-56
| -1% | -$6.22K | 0.25% | 48 |
|
|
2025
Q2 | $459K | Sell |
4,258
-234
| -5% | -$25K | 0.26% | 45 |
|
|
2025
Q1 | $534K | Buy |
4,492
+136
| +3% | +$15K | 0.23% | 62 |
|
|
2024
Q4 | $469K | Sell |
4,356
-535
| -11% | -$62.6K | 0.27% | 44 |
|
|
2024
Q3 | $573K | Sell |
4,891
-593
| -11% | -$68.5K | 0.34% | 37 |
|
|
2024
Q2 | $631K | Sell |
5,484
-74
| -1% | -$8.62K | 0.43% | 35 |
|
|
2024
Q1 | $646K | Sell |
5,558
-108
| -2% | -$11.3K | 0.45% | 34 |
|
|
2023
Q4 | $566K | Buy |
5,666
+351
| +7% | +$36.9K | 0.4% | 33 |
|
|
2023
Q3 | $625K | Buy |
5,315
+1
| +0% | +$110 | 0.48% | 31 |
|
|
2023
Q2 | $570K | Buy |
5,314
+709
| +15% | +$77.4K | 0.41% | 34 |
|
|
2023
Q1 | $505K | Buy |
4,605
+5
| +0.1% | +$553 | 0.38% | 40 |
|
|
2022
Q4 | $507K | Buy |
4,600
+5
| +0.1% | +$536 | 0.39% | 42 |
|
|
2022
Q3 | $401K | Buy |
4,595
+5
| +0.1% | +$456 | 0.32% | 42 |
|
|
2022
Q2 | $393K | Buy |
4,590
+4
| +0.1% | +$361 | 0.3% | 41 |
|
|
2022
Q1 | $379K | Buy |
4,586
+6
| +0.1% | +$466 | 0.27% | 47 |
|
|
2021
Q4 | $280K | Sell |
4,580
-399
| -8% | -$24.9K | 0.19% | 61 |
|
|
2021
Q3 | $293K | Buy |
4,979
+15
| +0.3% | +$855 | 0.21% | 53 |
|
|
2021
Q2 | $313K | Sell |
4,964
-1,314
| -21% | -$78.5K | 0.23% | 53 |
|
|
2021
Q1 | $351K | Buy |
6,278
+17
| +0.3% | +$891 | 0.28% | 45 |
|
|
2020
Q4 | $258K | Sell |
6,261
-519
| -8% | -$19.5K | 0.21% | 54 |
|
|
2020
Q3 | $233K | Sell |
6,780
-595
| -8% | -$24.3K | 0.21% | 51 |
|
|
2020
Q2 | $330K | Sell |
7,375
-6,589
| -47% | -$296K | 0.31% | 43 |
|
|
2020
Q1 | $530K | Buy |
13,964
+6,588
| +89% | +$364K | 0.74% | 34 |
|
|
2019
Q4 | $515K | Sell |
7,376
-704
| -9% | -$48.7K | 0.48% | 33 |
|
|
2019
Q3 | $571K | Sell |
8,080
-807
| -9% | -$58.4K | 0.55% | 32 |
|
|
2019
Q2 | $681K | Sell |
8,887
-3,272
| -27% | -$253K | 0.69% | 31 |
|
|
2019
Q1 | $982K | Sell |
12,159
-181
| -1% | -$13.8K | 1.17% | 24 |
|
|
2018
Q4 | $841K | Sell |
12,340
-144
| -1% | -$11.3K | 1.04% | 25 |
|
|
2018
Q3 | $1.06M | Sell |
12,484
-2,737
| -18% | -$224K | 0.99% | 26 |
|
|
2018
Q2 | $1.26M | Sell |
15,221
-72
| -0.5% | -$5.74K | 1.22% | 20 |
|
|
2018
Q1 | $1.14M | Buy |
+15,293
| New | +$1.22M | 1.12% | 21 |
|
Other funds holding XOM
VCM
VPM
Planning Directions's XOM Position: Q1 2026 in Review
Planning Directions reduced its ExxonMobil (XOM) stake by 0.19% in Q1 2026, selling an estimated $1.17K and leaving 4,196 shares worth $712K. The position accounts for 0.36% of the portfolio, ranked #42.
Planning Directions first reported a position in XOM in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.26M in Q2 2018. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Planning Directions held 4,196 shares of ExxonMobil worth $712K as of Q1 2026.
- Planning Directions sold 8 ExxonMobil shares in Q1 2026, an estimated $1.17K.
- ExxonMobil made up 0.36% of Planning Directions's portfolio in Q1 2026, its #42 holding.
- Planning Directions first reported a position in ExxonMobil in Q1 2018 and has held it in 33 quarters since.
- Planning Directions's ExxonMobil position peaked at $1.26M in Q2 2018.
- 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.