Strategic Planning Inc’s ExxonMobil XOM Stock Holding History

Strategic Planning Inc’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	$4.76M	Sell	28,082 -21	-0.1%	-$3.06K	2.39%	14
2025 Q4	$3.38M	Buy	28,103 +79	+0.3%	+$9.16K	1.82%	20
2025 Q3	$3.16M	Sell	28,024 -1	-0%	-$111	1.83%	21
2025 Q2	$3.02M	Sell	28,025 -545	-2%	-$58.3K	1.81%	23
2025 Q1	$3.4M	Buy	+28,570	New	+$3.16M	1.92%	21

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Planning Inc's XOM Position: Q1 2026 in Review

Strategic Planning Inc reduced its ExxonMobil (XOM) stake by 0.07% in Q1 2026, selling an estimated $3.06K and leaving 28,082 shares worth $4.76M. The position accounts for 2.39% of the portfolio, ranked #14.

Strategic Planning Inc first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Strategic Planning Inc held 28,082 shares of ExxonMobil worth $4.76M as of Q1 2026.
Strategic Planning Inc sold 21 ExxonMobil shares in Q1 2026, an estimated $3.06K.
ExxonMobil made up 2.39% of Strategic Planning Inc's portfolio in Q1 2026, its #14 holding.
Strategic Planning Inc first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.