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PlanVest Financial’s ExxonMobil XOM Stock Holding History

PlanVest Financial’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 		$523K Sell
3,823
-81
-2% -$12.1K 0.35% 55
2026
Q1 		$663K Buy
+3,904
New +$570K 0.5% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's XOM Position: Q2 2026 in Review

PlanVest Financial reduced its ExxonMobil (XOM) stake by 2.1% in Q2 2026, selling an estimated $12.1K and leaving 3,823 shares worth $523K. The position accounts for 0.35% of the portfolio, ranked #55.

PlanVest Financial first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $663K in Q1 2026. 4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • PlanVest Financial held 3,823 shares of ExxonMobil worth $523K as of Q2 2026.
  • PlanVest Financial sold 81 ExxonMobil shares in Q2 2026, an estimated $12.1K.
  • ExxonMobil made up 0.35% of PlanVest Financial's portfolio in Q2 2026, its #55 holding.
  • PlanVest Financial first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's ExxonMobil position peaked at $663K in Q1 2026.
  • 4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.