S.E.E.D. Planning Group’s ExxonMobil XOM Stock Holding History

S.E.E.D. Planning Group’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	$2.31M	Sell	13,642 -3,849	-22%	-$562K	0.67%	38
2025 Q4	$2.1M	Buy	17,491 +514	+3%	+$59.6K	0.6%	40
2025 Q3	$1.91M	Buy	16,977 +6,856	+68%	+$762K	0.56%	42
2025 Q2	$1.09M	Sell	10,121 -53,663	-84%	-$5.74M	0.34%	50
2025 Q1	$7.59M	Buy	63,784 +4,826	+8%	+$534K	2.56%	16
2024 Q4	$6.34M	Buy	58,958 +7,973	+16%	+$933K	2.12%	15
2024 Q3	$5.98M	Buy	50,985 +48,576	+2,016%	+$5.61M	1.98%	20
2024 Q2	$277K	Buy	2,409 +153	+7%	+$17.8K	0.1%	70
2024 Q1	$262K	Sell	2,256 -1,899	-46%	-$199K	0.1%	70
2023 Q4	$415K	Sell	4,155 -116	-3%	-$12.2K	0.17%	62
2023 Q3	$502K	Buy	4,271 +2,023	+90%	+$222K	0.19%	56
2023 Q2	$241K	Hold	2,248	–	–	0.08%	76
2023 Q1	$247K	Hold	2,248	–	–	0.1%	74
2022 Q4	$248K	Buy	+2,248	New	+$241K	0.11%	74
2021 Q3	–	Sell	-3,915	Closed	-$247K	–	96
2021 Q2	$247K	Buy	+3,915	New	+$234K	0.12%	72

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

S.E.E.D. Planning Group's XOM Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its ExxonMobil (XOM) stake by 22% in Q1 2026, selling an estimated $562K and leaving 13,642 shares worth $2.31M. The position accounts for 0.67% of the portfolio, ranked #38.

S.E.E.D. Planning Group first reported a position in XOM in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.59M in Q1 2025. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

S.E.E.D. Planning Group held 13,642 shares of ExxonMobil worth $2.31M as of Q1 2026.
S.E.E.D. Planning Group sold 3,849 ExxonMobil shares in Q1 2026, an estimated $562K.
ExxonMobil made up 0.67% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #38 holding.
S.E.E.D. Planning Group first reported a position in ExxonMobil in Q2 2021 and has held it in 15 quarters since.
S.E.E.D. Planning Group's ExxonMobil position peaked at $7.59M in Q1 2025.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.