Plum Street Advisors’s ExxonMobil XOM Stock Holding History

Plum Street 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	$374K	Buy	2,735 +45	+2%	+$6.74K	0.12%	85
2026 Q1	$456K	Buy	2,690 +150	+6%	+$21.9K	0.16%	76
2025 Q4	$306K	Hold	2,540	–	–	0.11%	87
2025 Q3	$286K	Sell	2,540 -8	-0.3%	-$889	0.11%	87
2025 Q2	$275K	Buy	+2,548	New	+$272K	0.12%	78

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

Plum Street Advisors's XOM Position: Q2 2026 in Review

Plum Street Advisors increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $6.74K and bringing the position to 2,735 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #85.

Plum Street Advisors first reported a position in XOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $456K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Plum Street Advisors held 2,735 shares of ExxonMobil worth $374K as of Q2 2026.
Plum Street Advisors bought 45 ExxonMobil shares in Q2 2026, an estimated $6.74K.
ExxonMobil made up 0.12% of Plum Street Advisors's portfolio in Q2 2026, its #85 holding.
Plum Street Advisors first reported a position in ExxonMobil in Q2 2025 and has held it in 5 quarters since.
Plum Street Advisors's ExxonMobil position peaked at $456K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.