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Tempus Wealth Planning’s ExxonMobil XOM Stock Holding History

Tempus Wealth 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 		$557K Sell
4,071
-293
-7% -$43.9K 0.11% 174
2026
Q1 		$740K Sell
4,364
-857
-16% -$125K 0.17% 148
2025
Q4 		$628K Buy
5,221
+31
+0.6% +$3.6K 0.14% 155
2025
Q3 		$585K Sell
5,190
-1,113
-18% -$124K 0.13% 166
2025
Q2 		$679K Buy
6,303
+105
+2% +$11.2K 0.17% 137
2025
Q1 		$737K Buy
6,198
+67
+1% +$7.41K 0.22% 118
2024
Q4 		$660K Buy
6,131
+412
+7% +$48.2K 0.2% 116
2024
Q3 		$670K Buy
5,719
+129
+2% +$14.9K 0.25% 105
2024
Q2 		$643K Buy
5,590
+2,286
+69% +$266K 0.27% 95
2024
Q1 		$384K Buy
3,304
+217
+7% +$22.7K 0.17% 134
2023
Q4 		$309K Buy
3,087
+47
+2% +$4.94K 0.14% 149
2023
Q3 		$357K Sell
3,040
-1,000
-25% -$110K 0.18% 110
2023
Q2 		$433K Buy
4,040
+3
+0.1% +$327 0.2% 115
2023
Q1 		$443K Buy
4,037
+200
+5% +$22.1K 0.22% 100
2022
Q4 		$423K Hold
3,837
– – 0.26% 105
2022
Q3 		$335K Buy
3,837
+73
+2% +$6.67K 0.22% 122
2022
Q2 		$322K Hold
3,764
– – 0.26% 96
2022
Q1 		$311K Hold
3,764
– – 0.22% 104
2021
Q4 		$230K Hold
3,764
– – 0.12% 141
2021
Q3 		$221K Buy
+3,764
New +$215K 0.13% 141

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

Tempus Wealth Planning's XOM Position: Q2 2026 in Review

Tempus Wealth Planning reduced its ExxonMobil (XOM) stake by 6.7% in Q2 2026, selling an estimated $43.9K and leaving 4,071 shares worth $557K. The position accounts for 0.11% of the portfolio, ranked #174.

Tempus Wealth Planning first reported a position in XOM in Q3 2021 and has held it in 20 quarters since. The position peaked at $740K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Tempus Wealth Planning held 4,071 shares of ExxonMobil worth $557K as of Q2 2026.
  • Tempus Wealth Planning sold 293 ExxonMobil shares in Q2 2026, an estimated $43.9K.
  • ExxonMobil made up 0.11% of Tempus Wealth Planning's portfolio in Q2 2026, its #174 holding.
  • Tempus Wealth Planning first reported a position in ExxonMobil in Q3 2021 and has held it in 20 quarters since.
  • Tempus Wealth Planning's ExxonMobil position peaked at $740K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.