Waller Financial Planning Group’s ExxonMobil XOM Stock Holding History

Waller Financial Planning Group’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	$509K	Buy	3,727 +186	+5%	+$27.8K	0.1%	49
2026 Q1	$601K	Hold	3,541	–	–	0.13%	46
2025 Q4	$426K	Sell	3,541 -485	-12%	-$56.3K	0.09%	53
2025 Q3	$454K	Hold	4,026	–	–	0.1%	53
2025 Q2	$434K	Sell	4,026 -765	-16%	-$81.8K	0.1%	52
2025 Q1	$570K	Buy	4,791 +1,257	+36%	+$139K	0.16%	48
2024 Q4	$380K	Buy	3,534 +341	+11%	+$39.9K	0.1%	52
2024 Q3	$374K	Buy	3,193 +674	+27%	+$77.8K	0.09%	52
2024 Q2	$290K	Sell	2,519 -50	-2%	-$5.82K	0.08%	54
2024 Q1	$299K	Buy	2,569 +337	+15%	+$35.3K	0.08%	53
2023 Q4	$223K	Buy	2,232 +85	+4%	+$8.93K	0.06%	57
2023 Q3	$252K	Sell	2,147 -25	-1%	-$2.74K	0.07%	51
2023 Q2	$233K	Buy	2,172 +272	+14%	+$29.7K	0.06%	53
2023 Q1	$208K	Hold	1,900	–	–	0.06%	55
2022 Q4	$210K	Buy	+1,900	New	+$204K	0.06%	52

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waller Financial Planning Group's XOM Position: Q2 2026 in Review

Waller Financial Planning Group increased its ExxonMobil (XOM) stake by 5.3% in Q2 2026, buying an estimated $27.8K and bringing the position to 3,727 shares worth $509K. The position accounts for 0.1% of the portfolio, ranked #49.

Waller Financial Planning Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $601K in Q1 2026. 2,864 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Waller Financial Planning Group held 3,727 shares of ExxonMobil worth $509K as of Q2 2026.
Waller Financial Planning Group bought 186 ExxonMobil shares in Q2 2026, an estimated $27.8K.
ExxonMobil made up 0.1% of Waller Financial Planning Group's portfolio in Q2 2026, its #49 holding.
Waller Financial Planning Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Waller Financial Planning Group's ExxonMobil position peaked at $601K in Q1 2026.
2,864 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.