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 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 $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Quantum Financial Planning Services's XOM Position: Q2 2026 in Review

Quantum Financial Planning Services reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $88.6K and leaving 2,696 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #38.

Quantum Financial Planning Services first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Quantum Financial Planning Services held 2,696 shares of ExxonMobil worth $369K as of Q2 2026.
Quantum Financial Planning Services sold 592 ExxonMobil shares in Q2 2026, an estimated $88.6K.
ExxonMobil made up 0.11% of Quantum Financial Planning Services's portfolio in Q2 2026, its #38 holding.
Quantum Financial Planning Services first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Quantum Financial Planning Services's ExxonMobil position peaked at $558K in Q1 2026.
777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.