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Walled Lake Planning & Wealth Management’s ExxonMobil XOM Stock Holding History

Walled Lake Planning & Wealth Management’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 		– Sell
-7,125
Closed -$1.21M – 147
2026
Q1 		$1.21M Buy
7,125
+568
+9% +$82.9K 0.36% 40
2025
Q4 		$789K Buy
6,557
+248
+4% +$28.8K 0.25% 55
2025
Q3 		$711K Sell
6,309
-391
-6% -$43.5K 0.23% 57
2025
Q2 		$722K Buy
6,700
+417
+7% +$44.6K 0.24% 53
2025
Q1 		$747K Sell
6,283
-202
-3% -$22.3K 0.27% 53
2024
Q4 		$698K Buy
6,485
+2,984
+85% +$349K 0.26% 57
2024
Q3 		$410K Sell
3,501
-907
-21% -$105K 0.15% 78
2024
Q2 		$507K Buy
4,408
+1,113
+34% +$130K 0.21% 59
2024
Q1 		$383K Buy
3,295
+79
+2% +$8.27K 0.16% 71
2023
Q4 		$322K Sell
3,216
-42
-1% -$4.41K 0.15% 72
2023
Q3 		$383K Buy
3,258
+83
+3% +$9.1K 0.19% 52
2023
Q2 		$341K Sell
3,175
-296
-9% -$32.3K 0.17% 59
2023
Q1 		$381K Buy
3,471
+1,170
+51% +$129K 0.2% 52
2022
Q4 		$254K Sell
2,301
-1,395
-38% -$149K 0.17% 47
2022
Q3 		$323K Buy
3,696
+34
+0.9% +$3.1K 0.23% 50
2022
Q2 		$314K Sell
3,662
-808
-18% -$72.9K 0.22% 52
2022
Q1 		$369K Buy
4,470
+43
+1% +$3.34K 0.22% 51
2021
Q4 		$271K Sell
4,427
-426
-9% -$26.6K 0.16% 75
2021
Q3 		$285K Buy
4,853
+42
+0.9% +$2.39K 0.18% 60
2021
Q2 		$303K Buy
4,811
+36
+0.8% +$2.15K 0.2% 60
2021
Q1 		$267K Buy
4,775
+37
+0.8% +$1.94K 0.19% 61
2020
Q4 		$195K Buy
4,738
+52
+1% +$1.95K 0.15% 70
2020
Q3 		$161K Buy
4,686
+56
+1% +$2.29K 0.13% 74
2020
Q2 		$207K Buy
4,630
+39
+0.8% +$1.75K 0.17% 63
2020
Q1 		$174K Buy
4,591
+51
+1% +$2.82K 0.16% 62
2019
Q4 		$317K Buy
+4,540
New +$314K 0.23% 45

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XOM Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 7,125 shares — an estimated $1.21M sold.

Walled Lake Planning & Wealth Management first reported a position in XOM in Q4 2019 and held it in 26 quarters. The position peaked at $1.21M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Walled Lake Planning & Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 7,125 ExxonMobil shares in Q2 2026, an estimated $1.21M.
  • Walled Lake Planning & Wealth Management first reported a position in ExxonMobil in Q4 2019 and held it in 26 quarters.
  • Walled Lake Planning & Wealth Management's ExxonMobil position peaked at $1.21M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.