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United Financial Planning Group’s ExxonMobil XOM Stock Holding History

United Financial Planning Group’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 		$279K Hold
2,040
– – 0.14% 46
2026
Q1 		$346K Sell
2,040
-371
-15% -$54.1K 0.2% 36
2025
Q4 		$290K Buy
2,411
+1,198
+99% +$139K 0.18% 46
2025
Q3 		$137K Buy
+1,213
New +$135K 0.09% 56

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's XOM Position: Q2 2026 in Review

United Financial Planning Group held its ExxonMobil (XOM) position steady in Q2 2026 at 2,040 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #46.

United Financial Planning Group first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q1 2026. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • United Financial Planning Group held 2,040 shares of ExxonMobil worth $279K as of Q2 2026.
  • United Financial Planning Group left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.14% of United Financial Planning Group's portfolio in Q2 2026, its #46 holding.
  • United Financial Planning Group first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's ExxonMobil position peaked at $346K in Q1 2026.
  • 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.