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SwitchPoint Financial Planning’s ExxonMobil XOM Stock Holding History

SwitchPoint 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 		$680K Sell
4,976
-32
-0.6% -$4.79K 0.39% 38
2026
Q1 		$850K Buy
+5,008
New +$731K 0.58% 33

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

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

SwitchPoint Financial Planning reduced its ExxonMobil (XOM) stake by 0.64% in Q2 2026, selling an estimated $4.79K and leaving 4,976 shares worth $680K. The position accounts for 0.39% of the portfolio, ranked #38.

SwitchPoint Financial Planning first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $850K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • SwitchPoint Financial Planning held 4,976 shares of ExxonMobil worth $680K as of Q2 2026.
  • SwitchPoint Financial Planning sold 32 ExxonMobil shares in Q2 2026, an estimated $4.79K.
  • ExxonMobil made up 0.39% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #38 holding.
  • SwitchPoint Financial Planning first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • SwitchPoint Financial Planning's ExxonMobil position peaked at $850K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.