Spartan Planning & Wealth Management’s ExxonMobil XOM Stock Holding History

Spartan Planning & Wealth Management’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	$720K	Sell	5,270 -4,033	-43%	-$604K	0.48%	36
2026 Q1	$1.58M	Buy	9,303 +381	+4%	+$55.6K	1.17%	19
2025 Q4	$1.07M	Sell	8,922 -343	-4%	-$39.8K	0.79%	24
2025 Q3	$1.04M	Buy	9,265 +5,268	+132%	+$586K	0.82%	25
2025 Q2	$431K	Buy	3,997 +681	+21%	+$72.8K	0.37%	45
2025 Q1	$394K	Buy	+3,316	New	+$367K	0.38%	47
2023 Q4	–	Sell	-1,182	Closed	-$139K	–	200
2023 Q3	$139K	Buy	+1,182	New	+$130K	0.16%	70
2022 Q4	$314K	Buy	2,845 +909	+47%	+$97.4K	0.39%	44
2022 Q3	$169K	Sell	1,936 -1,413	-42%	-$129K	0.22%	30
2022 Q2	$287K	Buy	3,349 +1,716	+105%	+$155K	0.38%	24
2022 Q1	$135K	Buy	+1,633	New	+$127K	0.17%	62

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Spartan Planning & Wealth Management's XOM Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its ExxonMobil (XOM) stake by 43% in Q2 2026, selling an estimated $604K and leaving 5,270 shares worth $720K. The position accounts for 0.48% of the portfolio, ranked #36.

Spartan Planning & Wealth Management first reported a position in XOM in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.58M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Spartan Planning & Wealth Management held 5,270 shares of ExxonMobil worth $720K as of Q2 2026.
Spartan Planning & Wealth Management sold 4,033 ExxonMobil shares in Q2 2026, an estimated $604K.
ExxonMobil made up 0.48% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #36 holding.
Spartan Planning & Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 11 quarters since.
Spartan Planning & Wealth Management's ExxonMobil position peaked at $1.58M in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.