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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Financial Planning's XOM Position: Q1 2026 in Review

Sterling Financial Planning reduced its ExxonMobil (XOM) stake by 0.31% in Q1 2026, selling an estimated $5.84K and leaving 12,970 shares worth $2.2M. The position accounts for 0.65% of the portfolio, ranked #40.

Sterling Financial Planning first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Sterling Financial Planning held 12,970 shares of ExxonMobil worth $2.2M as of Q1 2026.
  • Sterling Financial Planning sold 40 ExxonMobil shares in Q1 2026, an estimated $5.84K.
  • ExxonMobil made up 0.65% of Sterling Financial Planning's portfolio in Q1 2026, its #40 holding.
  • Sterling Financial Planning first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.