Total Wealth Planning’s ExxonMobil XOM Stock Holding History

Total 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
2025 Q4	–	Sell	-3,421	Closed	-$386K	–	109
2025 Q3	$386K	Hold	3,421	–	–	0.04%	88
2025 Q2	$369K	Buy	3,421 +1,127	+49%	+$120K	0.05%	85
2025 Q1	$273K	Buy	2,294 +10	+0.4%	+$1.11K	0.04%	84
2024 Q4	$246K	Sell	2,284 -56	-2%	-$6.55K	0.04%	85
2024 Q3	$274K	Hold	2,340	–	–	0.04%	84
2024 Q2	$272K	Sell	2,340 -975	-29%	-$114K	0.04%	86
2024 Q1	$385K	Buy	3,315 +27	+0.8%	+$2.83K	0.07%	73
2023 Q4	$329K	Buy	3,288 +11	+0.3%	+$1.16K	0.06%	77
2023 Q3	$385K	Buy	3,277 +890	+37%	+$97.6K	0.08%	70
2023 Q2	$256K	Hold	2,387	–	–	0.05%	77
2023 Q1	$262K	Hold	2,387	–	–	0.06%	75
2022 Q4	$263K	Sell	2,387 -400	-14%	-$42.9K	0.07%	71
2022 Q3	$243K	Buy	2,787 +30	+1%	+$2.74K	0.07%	74
2022 Q2	$236K	Sell	2,757 -90	-3%	-$8.12K	0.07%	76
2022 Q1	$235K	Buy	+2,847	New	+$221K	0.06%	76

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Total Wealth Planning's XOM Position: Q4 2025 in Review

Total Wealth Planning sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 3,421 shares — an estimated $386K sold.

Total Wealth Planning first reported a position in XOM in Q1 2022 and held it in 15 quarters. The position peaked at $386K in Q3 2025. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Total Wealth Planning reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 3,421 ExxonMobil shares in Q4 2025, an estimated $386K.
Total Wealth Planning first reported a position in ExxonMobil in Q1 2022 and held it in 15 quarters.
Total Wealth Planning's ExxonMobil position peaked at $386K in Q3 2025.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.