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
2021 Q4	–	Sell	-500	Closed	-$3K	–	160
2021 Q3	$3K	Buy	+500	New	+$28.5K	﹤0.01%	155

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

Tempus Wealth Planning's XOM Position: Q1 2026 in Review

Tempus Wealth Planning reduced its ExxonMobil (XOM) stake by 16% in Q1 2026, selling an estimated $125K and leaving 4,364 shares worth $740K. The position accounts for 0.17% of the portfolio, ranked #148.

Tempus Wealth Planning first reported a position in XOM in Q3 2021 and has held it in 19 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Tempus Wealth Planning held 4,364 shares of ExxonMobil worth $740K as of Q1 2026.
Tempus Wealth Planning sold 857 ExxonMobil shares in Q1 2026, an estimated $125K.
ExxonMobil made up 0.17% of Tempus Wealth Planning's portfolio in Q1 2026, its #148 holding.
Tempus Wealth Planning first reported a position in ExxonMobil in Q3 2021 and has held it in 19 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.