Quantum Financial Planning Services’s ExxonMobil XOM Stock Holding History

Quantum Financial Planning Services’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 Q3	$497K	Buy	3,055 +359	+13%	+$56.1K	0.14%	27
2026 Q2	$369K	Sell	2,696 -592	-18%	-$88.6K	0.11%	38
2026 Q1	$558K	Sell	3,288 -285	-8%	-$41.6K	0.2%	27
2025 Q4	$430K	Sell	3,573 -322	-8%	-$37.3K	0.16%	32
2025 Q3	$439K	Buy	3,895 +8	+0.2%	+$889	0.18%	25
2025 Q2	$419K	Sell	3,887 -797	-17%	-$85.2K	0.2%	22
2025 Q1	$557K	Buy	4,684 +706	+18%	+$78.1K	0.3%	13
2024 Q4	$428K	Buy	+3,978	New	+$465K	0.24%	19

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Quantum Financial Planning Services's XOM Position: Q3 2026 in Review

Quantum Financial Planning Services increased its ExxonMobil (XOM) stake by 13% in Q3 2026, buying an estimated $56.1K and bringing the position to 3,055 shares worth $497K. The position accounts for 0.14% of the portfolio, ranked #27.

Quantum Financial Planning Services first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. The position peaked at $558K in Q1 2026. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Quantum Financial Planning Services held 3,055 shares of ExxonMobil worth $497K as of Q3 2026.
Quantum Financial Planning Services bought 359 ExxonMobil shares in Q3 2026, an estimated $56.1K.
ExxonMobil made up 0.14% of Quantum Financial Planning Services's portfolio in Q3 2026, its #27 holding.
Quantum Financial Planning Services first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
Quantum Financial Planning Services's ExxonMobil position peaked at $558K in Q1 2026.
1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.