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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
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% +$9.58K 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 $6.73T 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

Vertex Planning Partners's XOM Position: Q2 2026 in Review

Vertex Planning Partners increased its ExxonMobil (XOM) stake by 64% in Q2 2026, buying an estimated $251K and bringing the position to 4,279 shares worth $585K. The position accounts for 0.09% of the portfolio, ranked #82.

Vertex Planning Partners first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $598K in Q4 2022. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Vertex Planning Partners held 4,279 shares of ExxonMobil worth $585K as of Q2 2026.
  • Vertex Planning Partners bought 1,677 ExxonMobil shares in Q2 2026, an estimated $251K.
  • ExxonMobil made up 0.09% of Vertex Planning Partners's portfolio in Q2 2026, its #82 holding.
  • Vertex Planning Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Vertex Planning Partners's ExxonMobil position peaked at $598K in Q4 2022.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.