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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
Q3 		$2.89M Sell
17,785
-4,214
-19% -$659K 0.71% 39
2026
Q2 		$3.01M Buy
21,999
+8,357
+61% +$1.25M 0.79% 38
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

S.E.E.D. Planning Group's XOM Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its ExxonMobil (XOM) stake by 19% in Q3 2026, selling an estimated $659K and leaving 17,785 shares worth $2.89M. The position accounts for 0.71% of the portfolio, ranked #39.

S.E.E.D. Planning Group first reported a position in XOM in Q2 2021 and has held it in 17 quarters since. The position peaked at $7.59M in Q1 2025. 959 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • S.E.E.D. Planning Group held 17,785 shares of ExxonMobil worth $2.89M as of Q3 2026.
  • S.E.E.D. Planning Group sold 4,214 ExxonMobil shares in Q3 2026, an estimated $659K.
  • ExxonMobil made up 0.71% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #39 holding.
  • S.E.E.D. Planning Group first reported a position in ExxonMobil in Q2 2021 and has held it in 17 quarters since.
  • S.E.E.D. Planning Group's ExxonMobil position peaked at $7.59M in Q1 2025.
  • 959 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.