Total Wealth Planning & Management’s ExxonMobil XOM Stock Holding History

Total Wealth Planning & Management’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	$2.42M	Sell	14,239 -129	-0.9%	-$18.8K	1.78%	6
2025 Q4	$1.73M	Buy	+14,368	New	+$1.67M	1.28%	13
2025 Q2	$1.55M	Buy	14,407 +177	+1%	+$18.9K	1.26%	11
2025 Q1	$1.69M	Buy	14,230 +2,329	+20%	+$258K	1.61%	8
2024 Q4	$1.28M	Buy	+11,901	New	+$1.39M	1.16%	18

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

Total Wealth Planning & Management's XOM Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its ExxonMobil (XOM) stake by 0.9% in Q1 2026, selling an estimated $18.8K and leaving 14,239 shares worth $2.42M. The position accounts for 1.78% of the portfolio, ranked #6.

Total Wealth Planning & Management first reported a position in XOM in Q4 2024 and has held it in 5 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Total Wealth Planning & Management held 14,239 shares of ExxonMobil worth $2.42M as of Q1 2026.
Total Wealth Planning & Management sold 129 ExxonMobil shares in Q1 2026, an estimated $18.8K.
ExxonMobil made up 1.78% of Total Wealth Planning & Management's portfolio in Q1 2026, its #6 holding.
Total Wealth Planning & Management first reported a position in ExxonMobil in Q4 2024 and has held it in 5 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.