Plotkin Financial Advisors’s ExxonMobil XOM Stock Holding History

Plotkin Financial Advisors’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 Q1	$2.22M	Hold	13,103	–	–	1.12%	21
2025 Q4	$1.58M	Sell	13,103 -3	-0%	-$348	0.77%	30
2025 Q3	$1.48M	Buy	13,106 +170	+1%	+$18.9K	0.73%	29
2025 Q2	$1.39M	Buy	12,936 +2,143	+20%	+$229K	0.77%	30
2025 Q1	$1.28M	Hold	10,793	–	–	0.79%	28
2024 Q4	$1.16M	Hold	10,793	–	–	0.69%	31
2024 Q3	$1.27M	Hold	10,793	–	–	0.76%	31
2024 Q2	$1.24M	Hold	10,793	–	–	0.8%	31
2024 Q1	$1.25M	Buy	+10,793	New	+$1.13M	0.83%	30
2020 Q1	–	Sell	-3,005	Closed	-$210K	–	68
2019 Q4	$210K	Buy	+3,005	New	+$208K	0.2%	61

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Plotkin Financial Advisors's XOM Position: Q1 2026 in Review

Plotkin Financial Advisors held its ExxonMobil (XOM) position steady in Q1 2026 at 13,103 shares worth $2.22M. The position accounts for 1.12% of the portfolio, ranked #21.

Plotkin Financial Advisors first reported a position in XOM in Q4 2019 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Plotkin Financial Advisors held 13,103 shares of ExxonMobil worth $2.22M as of Q1 2026.
Plotkin Financial Advisors left its ExxonMobil share count unchanged in Q1 2026.
ExxonMobil made up 1.12% of Plotkin Financial Advisors's portfolio in Q1 2026, its #21 holding.
Plotkin Financial Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 10 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.