Treasure Coast Financial Planning’s ExxonMobil XOM Stock Holding History

Treasure Coast Financial 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
2026 Q2	$1.03M	Sell	7,528 -1,871	-20%	-$280K	0.5%	25
2026 Q1	$1.59M	Sell	9,399 -86	-0.9%	-$12.6K	0.82%	22
2025 Q4	$1.14M	Sell	9,485 -175	-2%	-$20.3K	0.61%	24
2025 Q3	$1.09M	Hold	9,660	–	–	0.61%	24
2025 Q2	$1.04M	Buy	9,660 +1,810	+23%	+$193K	0.61%	22
2025 Q1	$934K	Buy	7,850 +537	+7%	+$59.4K	0.58%	24
2024 Q4	$787K	Sell	7,313 -175	-2%	-$20.5K	0.52%	24
2024 Q3	$878K	Sell	7,488 -8	-0.1%	-$924	0.54%	23
2024 Q2	$863K	Sell	7,496 -16	-0.2%	-$1.86K	0.57%	23
2024 Q1	$873K	Buy	7,512 +48	+0.6%	+$5.02K	0.57%	22
2023 Q4	$746K	Hold	7,464	–	–	0.52%	22
2023 Q3	$878K	Hold	7,464	–	–	0.61%	23
2023 Q2	$801K	Buy	7,464 +175	+2%	+$19.1K	0.54%	24
2023 Q1	$799K	Hold	7,289	–	–	0.56%	26
2022 Q4	$804K	Hold	7,289	–	–	0.6%	24
2022 Q3	$636K	Sell	7,289 -264	-3%	-$24.1K	0.51%	18
2022 Q2	$647K	Hold	7,553	–	–	0.5%	20
2022 Q1	$624K	Sell	7,553 -1,056	-12%	-$82.1K	0.48%	23
2021 Q4	$527K	Buy	+8,609	New	+$538K	0.41%	23

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Treasure Coast Financial Planning's XOM Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its ExxonMobil (XOM) stake by 20% in Q2 2026, selling an estimated $280K and leaving 7,528 shares worth $1.03M. The position accounts for 0.5% of the portfolio, ranked #25.

Treasure Coast Financial Planning first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Treasure Coast Financial Planning held 7,528 shares of ExxonMobil worth $1.03M as of Q2 2026.
Treasure Coast Financial Planning sold 1,871 ExxonMobil shares in Q2 2026, an estimated $280K.
ExxonMobil made up 0.5% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #25 holding.
Treasure Coast Financial Planning first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Treasure Coast Financial Planning's ExxonMobil position peaked at $1.59M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.