Prepared Retirement Institute’s ExxonMobil XOM Stock Holding History

Prepared Retirement Institute’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	$1.27M	Buy	9,279 +1,881	+25%	+$282K	0.54%	30
2026 Q1	$1.26M	Buy	7,398 +25	+0.3%	+$3.65K	0.62%	28
2025 Q4	$887K	Sell	7,373 -16	-0.2%	-$1.86K	0.45%	30
2025 Q3	$833K	Buy	7,389 +465	+7%	+$51.7K	0.43%	33
2025 Q2	$746K	Sell	6,924 -326	-4%	-$34.8K	0.44%	31
2025 Q1	$862K	Sell	7,250 -575	-7%	-$63.6K	0.55%	26
2024 Q4	$842K	Buy	7,825 +28	+0.4%	+$3.27K	0.48%	27
2024 Q3	$914K	Sell	7,797 -157	-2%	-$18.1K	0.55%	26
2024 Q2	$916K	Buy	7,954 +40	+0.5%	+$4.66K	0.61%	24
2024 Q1	$920K	Sell	7,914 -2,995	-27%	-$313K	0.69%	21
2023 Q4	$1.09M	Buy	+10,909	New	+$1.15M	0.82%	20

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

Prepared Retirement Institute's XOM Position: Q2 2026 in Review

Prepared Retirement Institute increased its ExxonMobil (XOM) stake by 25% in Q2 2026, buying an estimated $282K and bringing the position to 9,279 shares worth $1.27M. The position accounts for 0.54% of the portfolio, ranked #30.

Prepared Retirement Institute first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Prepared Retirement Institute held 9,279 shares of ExxonMobil worth $1.27M as of Q2 2026.
Prepared Retirement Institute bought 1,881 ExxonMobil shares in Q2 2026, an estimated $282K.
ExxonMobil made up 0.54% of Prepared Retirement Institute's portfolio in Q2 2026, its #30 holding.
Prepared Retirement Institute first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.