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 Q2	$1.63M	Sell	11,958 -2,281	-16%	-$341K	1.11%	16
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Total Wealth Planning & Management's XOM Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its ExxonMobil (XOM) stake by 16% in Q2 2026, selling an estimated $341K and leaving 11,958 shares worth $1.63M. The position accounts for 1.11% of the portfolio, ranked #16.

Total Wealth Planning & Management first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Total Wealth Planning & Management held 11,958 shares of ExxonMobil worth $1.63M as of Q2 2026.
Total Wealth Planning & Management sold 2,281 ExxonMobil shares in Q2 2026, an estimated $341K.
ExxonMobil made up 1.11% of Total Wealth Planning & Management's portfolio in Q2 2026, its #16 holding.
Total Wealth Planning & Management first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's ExxonMobil position peaked at $2.42M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.