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WealthPlan Investment Management’s ExxonMobil XOM Stock Holding History

WealthPlan Investment 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 		$14M Sell
102,298
-2,835
-3% -$424K 0.69% 36
2026
Q1 		$17.8M Buy
105,133
+7,807
+8% +$1.14M 0.99% 24
2025
Q4 		$11.7M Buy
97,326
+62,544
+180% +$7.25M 0.75% 37
2025
Q3 		$3.92M Buy
34,782
+786
+2% +$87.4K 0.26% 98
2025
Q2 		$3.66M Buy
33,996
+11,760
+53% +$1.26M 0.27% 97
2025
Q1 		$2.64M Buy
22,236
+7,301
+49% +$807K 0.26% 88
2024
Q4 		$1.61M Sell
14,935
-953
-6% -$111K 0.16% 111
2024
Q3 		$1.86M Buy
15,888
+301
+2% +$34.8K 0.19% 100
2024
Q2 		$1.79M Buy
15,587
+942
+6% +$110K 0.27% 78
2024
Q1 		$1.7M Buy
14,645
+783
+6% +$81.9K 0.26% 78
2023
Q4 		$1.39M Buy
13,862
+1
+0% +$105 0.22% 84
2023
Q3 		$1.63M Buy
13,861
+9,626
+227% +$1.06M 0.29% 72
2023
Q2 		$454K Sell
4,235
-8,638
-67% -$942K 0.14% 95
2023
Q1 		$1.41M Sell
12,873
-14,900
-54% -$1.65M 0.24% 77
2022
Q4 		$3.27M Buy
27,773
+836
+3% +$89.6K 0.23% 90
2022
Q3 		$2.79M Buy
+26,937
New +$2.46M 0.2% 94
2022
Q1 		$2.32M Buy
+27,237
New +$2.12M 0.16% 111

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WealthPlan Investment Management's XOM Position: Q2 2026 in Review

WealthPlan Investment Management reduced its ExxonMobil (XOM) stake by 2.7% in Q2 2026, selling an estimated $424K and leaving 102,298 shares worth $14M. The position accounts for 0.69% of the portfolio, ranked #36.

WealthPlan Investment Management first reported a position in XOM in Q1 2022 and has held it in 17 quarters since. The position peaked at $17.8M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • WealthPlan Investment Management held 102,298 shares of ExxonMobil worth $14M as of Q2 2026.
  • WealthPlan Investment Management sold 2,835 ExxonMobil shares in Q2 2026, an estimated $424K.
  • ExxonMobil made up 0.69% of WealthPlan Investment Management's portfolio in Q2 2026, its #36 holding.
  • WealthPlan Investment Management first reported a position in ExxonMobil in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's ExxonMobil position peaked at $17.8M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.