Vertex Planning Partners
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Vertex Planning Partners’s ExxonMobil XOM Stock Holding History

Vertex Planning Partners’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 		$589K Sell
3,622
-657
-15% -$103K 0.08% 105
2026
Q2 		$585K Buy
4,279
+1,677
+64% +$251K 0.09% 82
2026
Q1 		$441K Sell
2,602
-56
-2% -$8.17K 0.09% 82
2025
Q4 		$320K Sell
2,658
-917
-26% -$106K 0.07% 102
2025
Q3 		$403K Buy
3,575
+380
+12% +$42.2K 0.08% 133
2025
Q2 		$344K Sell
3,195
-26
-0.8% -$2.78K 0.07% 137
2025
Q1 		$383K Buy
3,221
+77
+2% +$8.52K 0.08% 122
2024
Q4 		$338K Buy
3,144
+366
+13% +$42.8K 0.07% 137
2024
Q3 		$326K Buy
2,778
+83
+3% +$9.6K 0.08% 122
2024
Q2 		$310K Buy
2,695
+141
+6% +$16.4K 0.08% 118
2024
Q1 		$297K Sell
2,554
-595
-19% -$62.3K 0.08% 127
2023
Q4 		$315K Buy
3,149
+321
+11% +$33.7K 0.09% 115
2023
Q3 		$333K Buy
2,828
+27
+1% +$2.96K 0.11% 96
2023
Q2 		$300K Buy
2,801
+339
+14% +$37K 0.1% 106
2023
Q1 		$270K Sell
2,462
-2,961
-55% -$328K 0.1% 102
2022
Q4 		$598K Buy
+5,423
New +$581K 0.23% 58

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

Vertex Planning Partners's XOM Position: Q3 2026 in Review

Vertex Planning Partners reduced its ExxonMobil (XOM) stake by 15% in Q3 2026, selling an estimated $103K and leaving 3,622 shares worth $589K. The position accounts for 0.08% of the portfolio, ranked #105.

Vertex Planning Partners first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $598K in Q4 2022. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Vertex Planning Partners held 3,622 shares of ExxonMobil worth $589K as of Q3 2026.
  • Vertex Planning Partners sold 657 ExxonMobil shares in Q3 2026, an estimated $103K.
  • ExxonMobil made up 0.08% of Vertex Planning Partners's portfolio in Q3 2026, its #105 holding.
  • Vertex Planning Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • Vertex Planning Partners's ExxonMobil position peaked at $598K in Q4 2022.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.