Retirement Planning Group (Kansas)’s ExxonMobil XOM Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$6.79M	Buy	40,014 +4,389	+12%	+$641K	0.21%	47
2025 Q4	$4.29M	Buy	35,625 +214	+0.6%	+$24.8K	0.14%	68
2025 Q3	$3.99M	Buy	35,411 +16,567	+88%	+$1.84M	0.14%	68
2025 Q2	$2.03M	Sell	18,844 -561	-3%	-$60K	0.09%	86
2025 Q1	$2.31M	Buy	19,405 +2,824	+17%	+$312K	0.11%	72
2024 Q4	$1.78M	Buy	16,581 +2,108	+15%	+$247K	0.09%	88
2024 Q3	$1.7M	Buy	14,473 +6,110	+73%	+$706K	0.09%	94
2024 Q2	$963K	Sell	8,363 -182	-2%	-$21.2K	0.06%	105
2024 Q1	$993K	Buy	8,545 +332	+4%	+$34.7K	0.08%	99
2023 Q4	$821K	Buy	8,213 +1,837	+29%	+$193K	0.07%	93
2023 Q3	$750K	Buy	6,376 +365	+6%	+$40K	0.08%	72
2023 Q2	$645K	Buy	6,011 +53	+0.9%	+$5.78K	0.06%	86
2023 Q1	$653K	Buy	5,958 +443	+8%	+$49K	0.07%	75
2022 Q4	$608K	Buy	5,515 +3	+0.1%	+$321	0.07%	79
2022 Q3	$481K	Buy	5,512 +23	+0.4%	+$2.1K	0.06%	87
2022 Q2	$470K	Sell	5,489 -130	-2%	-$11.7K	0.06%	75
2022 Q1	$464K	Buy	5,619 +269	+5%	+$20.9K	0.05%	73
2021 Q4	$327K	Sell	5,350 -2	-0%	-$125	0.03%	83
2021 Q3	$315K	Buy	5,352 +134	+3%	+$7.64K	0.04%	69
2021 Q2	$329K	Sell	5,218 -575	-10%	-$34.3K	0.04%	66
2021 Q1	$323K	Buy	5,793 +696	+14%	+$36.5K	0.04%	51
2020 Q4	$210K	Buy	+5,097	New	+$191K	0.03%	61
2020 Q3	–	Sell	-5,226	Closed	-$234K	–	60
2020 Q2	$234K	Buy	+5,226	New	+$234K	0.04%	55
2020 Q1	–	Sell	-5,118	Closed	-$357K	–	74
2019 Q4	$357K	Buy	5,118 +1	+0%	+$69	0.07%	56
2019 Q3	$361K	Hold	5,117	–	–	0.08%	49
2019 Q2	$392K	Sell	5,117 -14	-0.3%	-$1.08K	0.09%	43
2019 Q1	$415K	Sell	5,131 -87	-2%	-$6.63K	0.1%	42
2018 Q4	$356K	Buy	5,218 +73	+1%	+$5.73K	0.1%	43
2018 Q3	$437K	Buy	5,145 +286	+6%	+$23.4K	0.11%	35
2018 Q2	$402K	Sell	4,859 -600	-11%	-$47.8K	0.11%	36
2018 Q1	$407K	Sell	5,459 -13	-0.2%	-$1.04K	0.11%	33
2017 Q4	$458K	Hold	5,472	–	–	0.13%	33
2017 Q3	$449K	Hold	5,472	–	–	0.13%	32
2017 Q2	$442K	Buy	5,472 +100	+2%	+$8.18K	0.13%	32
2017 Q1	$441K	Hold	5,372	–	–	0.13%	36
2016 Q4	$485K	Sell	5,372 -75	-1%	-$6.55K	0.16%	32
2016 Q3	$475K	Hold	5,447	–	–	0.15%	32
2016 Q2	$511K	Hold	5,447	–	–	0.17%	35
2016 Q1	$455K	Hold	5,447	–	–	0.16%	37
2015 Q4	$425K	Sell	5,447 -800	-13%	-$64K	0.16%	39
2015 Q3	$464K	Hold	6,247	–	–	0.2%	37
2015 Q2	$520K	Hold	6,247	–	–	0.21%	41
2015 Q1	$531K	Sell	6,247 -300	-5%	-$26.6K	0.21%	42
2014 Q4	$605K	Hold	6,547	–	–	0.19%	44
2014 Q3	$616K	Hold	6,547	–	–	0.19%	41
2014 Q2	$659K	Hold	6,547	–	–	0.2%	41
2014 Q1	$640K	Hold	6,547	–	–	0.21%	45
2013 Q4	$663K	Sell	6,547 -910	-12%	-$84.1K	0.24%	41
2013 Q3	$642K	Sell	7,457 -27	-0.4%	-$2.43K	0.23%	43
2013 Q2	$676K	Buy	+7,484	New	+$673K	0.28%	44

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Planning Group (Kansas)'s XOM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its ExxonMobil (XOM) stake by 12% in Q1 2026, buying an estimated $641K and bringing the position to 40,014 shares worth $6.79M. The position accounts for 0.21% of the portfolio, ranked #47.

Retirement Planning Group (Kansas) first reported a position in XOM in Q2 2013 and has held it in 50 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Retirement Planning Group (Kansas) held 40,014 shares of ExxonMobil worth $6.79M as of Q1 2026.
Retirement Planning Group (Kansas) bought 4,389 ExxonMobil shares in Q1 2026, an estimated $641K.
ExxonMobil made up 0.21% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #47 holding.
Retirement Planning Group (Kansas) first reported a position in ExxonMobil in Q2 2013 and has held it in 50 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.