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RCS Financial Planning’s ExxonMobil XOM Stock Holding History

RCS Financial Planning’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 		– Sell
-1,213
Closed -$206K – 105
2026
Q1 		$206K Buy
+1,213
New +$177K 0.11% 98
2024
Q4 		– Sell
-1,819
Closed -$213K – 78
2024
Q3 		$213K Sell
1,819
-12
-0.7% -$1.39K 0.12% 67
2024
Q2 		$211K Sell
1,831
-88
-5% -$10.2K 0.12% 68
2024
Q1 		$223K Buy
+1,919
New +$201K 0.14% 67

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RCS Financial Planning's XOM Position: Q2 2026 in Review

RCS Financial Planning sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,213 shares — an estimated $206K sold.

RCS Financial Planning first reported a position in XOM in Q1 2024 and held it in 4 quarters. The position peaked at $223K in Q1 2024. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • RCS Financial Planning reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • RCS Financial Planning sold 1,213 ExxonMobil shares in Q2 2026, an estimated $206K.
  • RCS Financial Planning first reported a position in ExxonMobil in Q1 2024 and held it in 4 quarters.
  • RCS Financial Planning's ExxonMobil position peaked at $223K in Q1 2024.
  • 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.