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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vertex Planning Partners's XOM Position: Q1 2026 in Review

Vertex Planning Partners reduced its ExxonMobil (XOM) stake by 2.1% in Q1 2026, selling an estimated $8.17K and leaving 2,602 shares worth $441K. 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 14 quarters since. The position peaked at $598K in Q4 2022. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Vertex Planning Partners held 2,602 shares of ExxonMobil worth $441K as of Q1 2026.
  • Vertex Planning Partners sold 56 ExxonMobil shares in Q1 2026, an estimated $8.17K.
  • ExxonMobil made up 0.09% of Vertex Planning Partners's portfolio in Q1 2026, its #82 holding.
  • Vertex Planning Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
  • Vertex Planning Partners's ExxonMobil position peaked at $598K in Q4 2022.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.