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 Q2	$1.8M	Buy	13,130 +27	+0.2%	+$4.04K	0.74%	28
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Plotkin Financial Advisors's XOM Position: Q2 2026 in Review

Plotkin Financial Advisors increased its ExxonMobil (XOM) stake by 0.21% in Q2 2026, buying an estimated $4.04K and bringing the position to 13,130 shares worth $1.8M. The position accounts for 0.74% of the portfolio, ranked #28.

Plotkin Financial Advisors first reported a position in XOM in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.22M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Plotkin Financial Advisors held 13,130 shares of ExxonMobil worth $1.8M as of Q2 2026.
Plotkin Financial Advisors bought 27 ExxonMobil shares in Q2 2026, an estimated $4.04K.
ExxonMobil made up 0.74% of Plotkin Financial Advisors's portfolio in Q2 2026, its #28 holding.
Plotkin Financial Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 11 quarters since.
Plotkin Financial Advisors's ExxonMobil position peaked at $2.22M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.