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

Retirement Planning Group (New York)’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 		$2.04M Buy
12,015
+123
+1% +$17.9K 1.31% 25
2025
Q4 		$1.43M Buy
11,892
+219
+2% +$25.4K 0.98% 26
2025
Q3 		$1.32M Buy
11,673
+316
+3% +$35.1K 0.98% 29
2025
Q2 		$1.22M Sell
11,357
-62
-0.5% -$6.63K 1.08% 25
2025
Q1 		$1.36M Buy
11,419
+83
+0.7% +$9.18K 1.38% 22
2024
Q4 		$1.22M Buy
+11,336
New +$1.33M 1.34% 24

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Retirement Planning Group (New York) increased its ExxonMobil (XOM) stake by 1% in Q1 2026, buying an estimated $17.9K and bringing the position to 12,015 shares worth $2.04M. The position accounts for 1.31% of the portfolio, ranked #25.

Retirement Planning Group (New York) first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Retirement Planning Group (New York) held 12,015 shares of ExxonMobil worth $2.04M as of Q1 2026.
  • Retirement Planning Group (New York) bought 123 ExxonMobil shares in Q1 2026, an estimated $17.9K.
  • ExxonMobil made up 1.31% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #25 holding.
  • Retirement Planning Group (New York) first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.