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

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 $3.38T AUM 44.17% 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. 4,287 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.
  • 4,287 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.