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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
Q2 		$1.64M Buy
12,019
+4
+0% +$599 0.9% 26
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 $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

Retirement Planning Group (New York)'s XOM Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its ExxonMobil (XOM) stake by 0.03% in Q2 2026, buying an estimated $599 and bringing the position to 12,019 shares worth $1.64M. The position accounts for 0.9% of the portfolio, ranked #26.

Retirement Planning Group (New York) first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q1 2026. 4,269 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Retirement Planning Group (New York) held 12,019 shares of ExxonMobil worth $1.64M as of Q2 2026.
  • Retirement Planning Group (New York) bought 4 ExxonMobil shares in Q2 2026, an estimated $599.
  • ExxonMobil made up 0.9% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #26 holding.
  • Retirement Planning Group (New York) first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s ExxonMobil position peaked at $2.04M in Q1 2026.
  • 4,269 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.