Plante Moran Financial Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Sell |
7,574
-1,987
| -21% | -$297K | 0.05% | 51 |
|
|
2026
Q1 | $1.62M | Sell |
9,561
-1,539
| -14% | -$225K | 0.1% | 25 |
|
|
2025
Q4 | $1.34M | Sell |
11,100
-1,045
| -9% | -$121K | 0.08% | 35 |
|
|
2025
Q3 | $1.37M | Buy |
12,145
+12
| +0.1% | +$1.33K | 0.09% | 33 |
|
|
2025
Q2 | $1.31M | Buy |
12,133
+1,022
| +9% | +$109K | 0.09% | 38 |
|
|
2025
Q1 | $1.32M | Sell |
11,111
-14,899
| -57% | -$1.65M | 0.11% | 30 |
|
|
2024
Q4 | $2.8M | Buy |
26,010
+1,400
| +6% | +$164K | 0.23% | 23 |
|
|
2024
Q3 | $2.88M | Buy |
24,610
+1,385
| +6% | +$160K | 0.25% | 22 |
|
|
2024
Q2 | $2.67M | Buy |
23,225
+765
| +3% | +$89.1K | 0.27% | 22 |
|
|
2024
Q1 | $2.61M | Sell |
22,460
-1,907
| -8% | -$200K | 0.28% | 22 |
|
|
2023
Q4 | $2.44M | Sell |
24,367
-657
| -3% | -$69.1K | 0.25% | 25 |
|
|
2023
Q3 | $2.94M | Buy |
25,024
+1,058
| +4% | +$116K | 0.35% | 21 |
|
|
2023
Q2 | $2.57M | Sell |
23,966
-216
| -0.9% | -$23.6K | 0.3% | 22 |
|
|
2023
Q1 | $2.65M | Sell |
24,182
-910
| -4% | -$101K | 0.36% | 22 |
|
|
2022
Q4 | $2.77M | Sell |
25,092
-72
| -0.3% | -$7.71K | 0.4% | 21 |
|
|
2022
Q3 | $2.2M | Buy |
25,164
+716
| +3% | +$65.4K | 0.38% | 22 |
|
|
2022
Q2 | $2.09M | Sell |
24,448
-8,905
| -27% | -$803K | 0.35% | 23 |
|
|
2022
Q1 | $2.75M | Sell |
33,353
-6,843
| -17% | -$532K | 0.51% | 19 |
|
|
2021
Q4 | $2.46M | Sell |
40,196
-338
| -0.8% | -$21.1K | 0.4% | 23 |
|
|
2021
Q3 | $2.38M | Sell |
40,534
-125
| -0.3% | -$7.12K | 0.53% | 19 |
|
|
2021
Q2 | $2.56M | Sell |
40,659
-5,070
| -11% | -$303K | 0.62% | 18 |
|
|
2021
Q1 | $2.55M | Buy |
45,729
+2,852
| +7% | +$150K | 0.7% | 17 |
|
|
2020
Q4 | $1.77M | Sell |
42,877
-5,827
| -12% | -$218K | 0.55% | 22 |
|
|
2020
Q3 | $1.67M | Buy |
48,704
+706
| +1% | +$28.9K | 0.59% | 24 |
|
|
2020
Q2 | $2.15M | Sell |
47,998
-1,955
| -4% | -$87.7K | 0.86% | 17 |
|
|
2020
Q1 | $1.9M | Buy |
49,953
+3,817
| +8% | +$211K | 0.87% | 16 |
|
|
2019
Q4 | $3.22M | Buy |
46,136
+3,287
| +8% | +$227K | 1.12% | 12 |
|
|
2019
Q3 | $3.03M | Buy |
42,849
+1,475
| +4% | +$107K | 0.88% | 18 |
|
|
2019
Q2 | $3.17M | Buy |
41,374
+853
| +2% | +$66K | 0.97% | 13 |
|
|
2019
Q1 | $3.27M | Buy |
40,521
+661
| +2% | +$50.4K | 1.01% | 14 |
|
|
2018
Q4 | $2.72M | Buy |
39,860
+31,651
| +386% | +$2.48M | 0.94% | 15 |
|
|
2018
Q3 | $698K | Sell |
8,209
-360
| -4% | -$29.4K | 0.23% | 59 |
|
|
2018
Q2 | $709K | Sell |
8,569
-725
| -8% | -$57.8K | 0.36% | 57 |
|
|
2018
Q1 | $693K | Buy |
9,294
+362
| +4% | +$28.9K | 0.38% | 58 |
|
|
2017
Q4 | $747K | Buy |
8,932
+227
| +3% | +$18.8K | 0.41% | 53 |
|
|
2017
Q3 | $714K | Sell |
8,705
-21
| -0.2% | -$1.67K | 0.42% | 53 |
|
|
2017
Q2 | $704K | Sell |
8,726
-4,056
| -32% | -$332K | 0.44% | 52 |
|
|
2017
Q1 | $1.05M | Buy |
12,782
+460
| +4% | +$38.4K | 0.63% | 29 |
|
|
2016
Q4 | $1.11M | Sell |
12,322
-1,290
| -9% | -$113K | 0.69% | 29 |
|
|
2016
Q3 | $1.19M | Sell |
13,612
-890
| -6% | -$79K | 0.8% | 26 |
|
|
2016
Q2 | $1.36M | Buy |
14,502
+396
| +3% | +$35K | 0.98% | 19 |
|
|
2016
Q1 | $1.18M | Buy |
14,106
+516
| +4% | +$41.3K | 0.91% | 24 |
|
|
2015
Q4 | $1.06M | Sell |
13,590
-566
| -4% | -$45.2K | 0.79% | 29 |
|
|
2015
Q3 | $1.05M | Sell |
14,156
-1,544
| -10% | -$119K | 0.83% | 28 |
|
|
2015
Q2 | $1.31M | Buy |
15,700
+2,776
| +21% | +$239K | 0.93% | 20 |
|
|
2015
Q1 | $1.1M | Buy |
12,924
+1,169
| +10% | +$104K | 0.77% | 28 |
|
|
2014
Q4 | $1.09M | Sell |
11,755
-915
| -7% | -$85.3K | 0.8% | 24 |
|
|
2014
Q3 | $1.19M | Buy |
12,670
+730
| +6% | +$72.7K | 1.04% | 23 |
|
|
2014
Q2 | $1.2M | Buy |
11,940
+5,131
| +75% | +$518K | 1.08% | 21 |
|
|
2014
Q1 | $665K | Sell |
6,809
-6,999
| -51% | -$667K | 0.72% | 33 |
|
|
2013
Q4 | $1.4M | Buy |
13,808
+8,982
| +186% | +$830K | 0.79% | 22 |
|
|
2013
Q3 | $415K | Buy |
4,826
+818
| +20% | +$73.7K | 0.25% | 49 |
|
|
2013
Q2 | $362K | Buy |
+4,008
| New | +$361K | 0.27% | 46 |
|
Other funds holding XOM
Plante Moran Financial Advisors's XOM Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its ExxonMobil (XOM) stake by 21% in Q2 2026, selling an estimated $297K and leaving 7,574 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #51.
Plante Moran Financial Advisors first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.27M in Q1 2019. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Plante Moran Financial Advisors held 7,574 shares of ExxonMobil worth $1.04M as of Q2 2026.
- Plante Moran Financial Advisors sold 1,987 ExxonMobil shares in Q2 2026, an estimated $297K.
- ExxonMobil made up 0.05% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #51 holding.
- Plante Moran Financial Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's ExxonMobil position peaked at $3.27M in Q1 2019.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.