Total Wealth Planning & Management
XOM icon

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
Q3 		– Sell
-11,958
Closed -$1.63M – 237
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Total Wealth Planning & Management's XOM Position: Q3 2026 in Review

Total Wealth Planning & Management sold out of ExxonMobil (XOM) in Q3 2026, closing a stake of 11,958 shares — an estimated $1.63M sold.

Total Wealth Planning & Management first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $2.42M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Total Wealth Planning & Management reported no remaining ExxonMobil position as of Q3 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 11,958 ExxonMobil shares in Q3 2026, an estimated $1.63M.
  • Total Wealth Planning & Management first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
  • Total Wealth Planning & Management's ExxonMobil position peaked at $2.42M in Q1 2026.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.