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Retirement Planning Company of New England’s ExxonMobil XOM Stock Holding History

Retirement Planning Company of New England’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 		$1.8M Sell
13,160
-1,789
-12% -$268K 0.65% 40
2026
Q1 		$2.54M Sell
14,949
-57
-0.4% -$8.32K 1.03% 20
2025
Q4 		$1.81M Sell
15,006
-2,469
-14% -$286K 0.72% 33
2025
Q3 		$1.97M Sell
17,475
-2,401
-12% -$267K 0.79% 33
2025
Q2 		$2.14M Sell
19,876
-5,250
-21% -$561K 0.95% 23
2025
Q1 		$2.99M Sell
25,126
-93
-0.4% -$10.3K 1.49% 11
2024
Q4 		$2.71M Sell
25,219
-1,616
-6% -$189K 1.32% 17
2024
Q3 		$3.15M Sell
26,835
-3,143
-10% -$363K 1.57% 11
2024
Q2 		$3.45M Buy
29,978
+1,284
+4% +$150K 1.88% 7
2024
Q1 		$3.34M Sell
28,694
-1,427
-5% -$149K 1.83% 9
2023
Q4 		$3.01M Buy
30,121
+2,331
+8% +$245K 1.36% 14
2023
Q3 		$3.27M Sell
27,790
-974
-3% -$107K 1.82% 10
2023
Q2 		$3.08M Buy
28,764
+120
+0.4% +$13.1K 1.78% 5
2023
Q1 		$3.14M Buy
28,644
+46
+0.2% +$5.09K 1.91% 5
2022
Q4 		$3.15M Buy
28,598
+426
+2% +$45.6K 2.06% 4
2022
Q3 		$2.46M Sell
28,172
-304
-1% -$27.8K 1.78% 7
2022
Q2 		$2.44M Sell
28,476
-51
-0.2% -$4.6K 1.66% 8
2022
Q1 		$2.36M Sell
28,527
-634
-2% -$49.3K 1.33% 13
2021
Q4 		$1.78M Buy
+29,161
New +$1.82M 0.87% 23

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's XOM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $268K and leaving 13,160 shares worth $1.8M. The position accounts for 0.65% of the portfolio, ranked #40.

Retirement Planning Company of New England first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.45M in Q2 2024. 3,259 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Retirement Planning Company of New England held 13,160 shares of ExxonMobil worth $1.8M as of Q2 2026.
  • Retirement Planning Company of New England sold 1,789 ExxonMobil shares in Q2 2026, an estimated $268K.
  • ExxonMobil made up 0.65% of Retirement Planning Company of New England's portfolio in Q2 2026, its #40 holding.
  • Retirement Planning Company of New England first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's ExxonMobil position peaked at $3.45M in Q2 2024.
  • 3,259 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.