St. Louis Financial Planners Asset Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-25,655
Closed -$4.35M 45
2026
Q1
$4.35M Sell
25,655
-4,863
-16% -$710K 2.47% 8
2025
Q4
$3.67M Buy
30,518
+3,145
+11% +$365K 2.26% 14
2025
Q3
$3.09M Buy
27,373
+850
+3% +$94.5K 1.99% 16
2025
Q2
$2.86M Buy
26,523
+2,597
+11% +$278K 2.18% 13
2025
Q1
$2.85M Buy
+23,926
New +$2.65M 2.13% 11
2024
Q3
Sell
-18,749
Closed -$2.16M 44
2024
Q2
$2.16M Sell
18,749
-727
-4% -$84.7K 1.85% 14
2024
Q1
$2.32M Buy
19,476
+3,654
+23% +$382K 2.09% 9
2023
Q4
$1.58M Sell
15,822
-200
-1% -$21K 1.47% 25
2023
Q3
$1.79M Sell
16,022
-3,492
-18% -$383K 1.43% 10
2023
Q2
$2.09M Buy
19,514
+3,239
+20% +$353K 2.1% 11
2023
Q1
$1.78M Sell
16,275
-3,535
-18% -$391K 2.03% 13
2022
Q4
$2.19M Buy
+19,810
New +$2.12M 2.14% 3

Other funds holding XOM

St. Louis Financial Planners Asset Management's XOM Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 25,655 shares — an estimated $4.35M sold.

St. Louis Financial Planners Asset Management first reported a position in XOM in Q4 2022 and held it in 12 quarters. The position peaked at $4.35M in Q1 2026. 2,360 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • St. Louis Financial Planners Asset Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 25,655 ExxonMobil shares in Q2 2026, an estimated $4.35M.
  • St. Louis Financial Planners Asset Management first reported a position in ExxonMobil in Q4 2022 and held it in 12 quarters.
  • St. Louis Financial Planners Asset Management's ExxonMobil position peaked at $4.35M in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.