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Sterling Financial Planning’s ExxonMobil XOM Stock Holding History

Sterling Financial 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 		$1.56M Sell
11,444
-1,526
-12% -$228K 0.43% 46
2026
Q1 		$2.2M Sell
12,970
-40
-0.3% -$5.84K 0.65% 40
2025
Q4 		$1.57M Sell
13,010
-60
-0.5% -$6.96K 0.47% 45
2025
Q3 		$1.47M Buy
13,070
+29
+0.2% +$3.22K 0.46% 46
2025
Q2 		$1.41M Sell
13,041
-314
-2% -$33.6K 0.47% 47
2025
Q1 		$1.59M Buy
13,355
+4,642
+53% +$513K 0.58% 43
2024
Q4 		$937K Buy
8,713
+491
+6% +$57.4K 0.34% 51
2024
Q3 		$964K Sell
8,222
-453
-5% -$52.3K 0.36% 52
2024
Q2 		$999K Sell
8,675
-2,048
-19% -$239K 0.41% 50
2024
Q1 		$1.25M Sell
10,723
-408
-4% -$42.7K 0.51% 49
2023
Q4 		$1.11M Buy
11,131
+1,961
+21% +$206K 0.48% 51
2023
Q3 		$1.08M Sell
9,170
-623
-6% -$68.3K 0.55% 45
2023
Q2 		$1.05M Sell
9,793
-396
-4% -$43.2K 0.52% 43
2023
Q1 		$1.12M Sell
10,189
-1,171
-10% -$130K 0.61% 41
2022
Q4 		$1.25M Sell
11,360
-578
-5% -$61.9K 0.75% 38
2022
Q3 		$1.04M Sell
11,938
-100
-0.8% -$9.13K 0.73% 36
2022
Q2 		$1.03M Sell
12,038
-969
-7% -$87.4K 0.72% 33
2022
Q1 		$1.07M Buy
13,007
+3,239
+33% +$252K 0.68% 32
2021
Q4 		$598K Buy
9,768
+402
+4% +$25.1K 0.37% 49
2021
Q3 		$551K Sell
9,366
-166
-2% -$9.46K 0.35% 46
2021
Q2 		$601K Sell
9,532
-1,395
-13% -$83.3K 0.39% 42
2021
Q1 		$610K Sell
10,927
-2,069
-16% -$108K 0.44% 41
2020
Q4 		$536K Buy
+12,996
New +$487K 0.43% 40

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

Sterling Financial Planning's XOM Position: Q2 2026 in Review

Sterling Financial Planning reduced its ExxonMobil (XOM) stake by 12% in Q2 2026, selling an estimated $228K and leaving 11,444 shares worth $1.56M. The position accounts for 0.43% of the portfolio, ranked #46.

Sterling Financial Planning first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.2M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sterling Financial Planning held 11,444 shares of ExxonMobil worth $1.56M as of Q2 2026.
  • Sterling Financial Planning sold 1,526 ExxonMobil shares in Q2 2026, an estimated $228K.
  • ExxonMobil made up 0.43% of Sterling Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Sterling Financial Planning first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's ExxonMobil position peaked at $2.2M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.