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Planning Strategies’s ExxonMobil XOM Stock Holding History

Planning Strategies’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 		$722K Buy
+5,283
New +$791K 0.45% 36

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planning Strategies's XOM Position: Q2 2026 in Review

Planning Strategies opened a new position in ExxonMobil (XOM) in Q2 2026: 5,283 shares worth $722K. The stake represents 0.45% of the portfolio and ranks #36 among its holdings.

4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Planning Strategies held 5,283 shares of ExxonMobil worth $722K as of Q2 2026.
  • ExxonMobil was a new Planning Strategies position in Q2 2026.
  • ExxonMobil made up 0.45% of Planning Strategies's portfolio in Q2 2026, its #36 holding.
  • 4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.