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Valtinson Bruner Financial Planning’s ExxonMobil XOM Stock Holding History

Valtinson Bruner 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 		$226K Sell
1,657
-168
-9% -$25.1K 0.06% 170
2026
Q1 		$310K Buy
+1,825
New +$266K 0.09% 118

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

Valtinson Bruner Financial Planning's XOM Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its ExxonMobil (XOM) stake by 9.2% in Q2 2026, selling an estimated $25.1K and leaving 1,657 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #170.

Valtinson Bruner Financial Planning first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $310K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Valtinson Bruner Financial Planning held 1,657 shares of ExxonMobil worth $226K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 168 ExxonMobil shares in Q2 2026, an estimated $25.1K.
  • ExxonMobil made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #170 holding.
  • Valtinson Bruner Financial Planning first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Valtinson Bruner Financial Planning's ExxonMobil position peaked at $310K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.