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Stonebridge Financial Planning Group’s ExxonMobil XOM Stock Holding History

Stonebridge Financial Planning Group’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 		$803K Sell
5,873
-163
-3% -$24.4K 0.26% 108
2026
Q1 		$1.02M Buy
6,036
+29
+0.5% +$4.23K 0.38% 84
2025
Q4 		$723K Sell
6,007
-379
-6% -$44K 0.26% 103
2025
Q3 		$720K Sell
6,386
-130
-2% -$14.5K 0.27% 100
2025
Q2 		$702K Buy
6,516
+15
+0.2% +$1.6K 0.29% 94
2025
Q1 		$773K Buy
6,501
+14
+0.2% +$1.55K 0.35% 80
2024
Q4 		$698K Buy
6,487
+268
+4% +$31.3K 0.31% 86
2024
Q3 		$729K Sell
6,219
-220
-3% -$25.4K 0.35% 79
2024
Q2 		$741K Buy
6,439
+3,975
+161% +$463K 0.37% 76
2024
Q1 		$286K Buy
2,464
+13
+0.5% +$1.36K 0.15% 132
2023
Q4 		$245K Buy
2,451
+14
+0.6% +$1.47K 0.14% 131
2023
Q3 		$287K Buy
2,437
+12
+0.5% +$1.32K 0.18% 117
2023
Q2 		$260K Sell
2,425
-71
-3% -$7.75K 0.16% 121
2023
Q1 		$274K Buy
2,496
+425
+21% +$47K 0.18% 107
2022
Q4 		$228K Buy
+2,071
New +$222K 0.15% 115
2022
Q1 		– Sell
-1,584
Closed -$119K – 372
2021
Q4 		$119K Buy
1,584
+19
+1% +$1.19K 0.06% 146
2021
Q3 		$100K Buy
1,565
+21
+1% +$1.2K 0.05% 166
2021
Q2 		$94K Buy
1,544
+19
+1% +$1.13K 0.05% 168
2021
Q1 		$85K Buy
1,525
+1,025
+205% +$53.7K 0.05% 176
2020
Q4 		$21K Sell
500
-510
-50% -$19.1K 0.01% 277
2020
Q3 		$34K Sell
1,010
-1,390
-58% -$56.8K 0.02% 222
2020
Q2 		$106K Hold
2,400
– – 0.09% 125
2020
Q1 		$105K Sell
2,400
-530
-18% -$29.3K 0.1% 116
2019
Q4 		$204K Buy
+2,930
New +$203K 0.18% 86

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

Stonebridge Financial Planning Group's XOM Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its ExxonMobil (XOM) stake by 2.7% in Q2 2026, selling an estimated $24.4K and leaving 5,873 shares worth $803K. The position accounts for 0.26% of the portfolio, ranked #108.

Stonebridge Financial Planning Group first reported a position in XOM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.02M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Stonebridge Financial Planning Group held 5,873 shares of ExxonMobil worth $803K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 163 ExxonMobil shares in Q2 2026, an estimated $24.4K.
  • ExxonMobil made up 0.26% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #108 holding.
  • Stonebridge Financial Planning Group first reported a position in ExxonMobil in Q4 2019 and has held it in 24 quarters since.
  • Stonebridge Financial Planning Group's ExxonMobil position peaked at $1.02M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.