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Sequent Planning’s ExxonMobil XOM Stock Holding History

Sequent Planning’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 		$414K Sell
3,030
-50
-2% -$7.48K 0.09% 167
2026
Q1 		$523K Hold
3,080
– – 0.13% 130
2025
Q4 		$371K Buy
3,080
+62
+2% +$7.19K 0.09% 150
2025
Q3 		$340K Buy
3,018
+56
+2% +$6.22K 0.1% 148
2025
Q2 		$319K Buy
2,962
+569
+24% +$60.8K 0.1% 121
2025
Q1 		$285K Sell
2,393
-1,162
-33% -$129K 0.1% 119
2024
Q4 		$382K Buy
3,555
+1,372
+63% +$160K 0.14% 99
2024
Q3 		$256K Sell
2,183
-67
-3% -$7.74K 0.09% 124
2024
Q2 		$259K Sell
2,250
-109
-5% -$12.7K 0.09% 121
2024
Q1 		$274K Buy
+2,359
New +$247K 0.1% 118

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

Sequent Planning's XOM Position: Q2 2026 in Review

Sequent Planning reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $7.48K and leaving 3,030 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #167.

Sequent Planning first reported a position in XOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $523K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sequent Planning held 3,030 shares of ExxonMobil worth $414K as of Q2 2026.
  • Sequent Planning sold 50 ExxonMobil shares in Q2 2026, an estimated $7.48K.
  • ExxonMobil made up 0.09% of Sequent Planning's portfolio in Q2 2026, its #167 holding.
  • Sequent Planning first reported a position in ExxonMobil in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's ExxonMobil position peaked at $523K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.