WealthPLAN Partners’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.95M | Buy |
21,587
+3,806
| +21% | +$570K | 0.56% | 44 |
|
|
2026
Q1 | $3.02M | Buy |
17,781
+5,909
| +50% | +$862K | 0.58% | 41 |
|
|
2025
Q4 | $1.43M | Buy |
11,872
+139
| +1% | +$16.1K | 0.21% | 108 |
|
|
2025
Q3 | $1.32M | Buy |
11,733
+2,756
| +31% | +$306K | 0.2% | 113 |
|
|
2025
Q2 | $968K | Sell |
8,977
-335
| -4% | -$35.8K | 0.16% | 126 |
|
|
2025
Q1 | $1.11M | Sell |
9,312
-828
| -8% | -$91.6K | 0.16% | 123 |
|
|
2024
Q4 | $1.09M | Sell |
10,140
-383
| -4% | -$44.8K | 0.15% | 121 |
|
|
2024
Q3 | $1.23M | Sell |
10,523
-388
| -4% | -$44.8K | 0.17% | 116 |
|
|
2024
Q2 | $1.26M | Sell |
10,911
-1,157
| -10% | -$135K | 0.13% | 133 |
|
|
2024
Q1 | $1.4M | Sell |
12,068
-3,493
| -22% | -$365K | 0.15% | 138 |
|
|
2023
Q4 | $1.56M | Sell |
15,561
-477
| -3% | -$50.1K | 0.16% | 133 |
|
|
2023
Q3 | $1.89M | Buy |
16,038
+647
| +4% | +$71K | 0.22% | 106 |
|
|
2023
Q2 | $1.65M | Sell |
15,391
-600
| -4% | -$65.5K | 0.23% | 102 |
|
|
2023
Q1 | $1.75M | Sell |
15,991
-11,782
| -42% | -$1.3M | 0.2% | 99 |
|
|
2022
Q4 | $3.23M | Buy |
+27,773
| New | +$2.98M | 0.23% | 90 |
|
|
2022
Q1 | $2.32M | Sell |
27,237
-1,175
| -4% | -$91.3K | 0.16% | 111 |
|
|
2021
Q4 | $2.16M | Sell |
28,412
-5,462
| -16% | -$341K | 0.14% | 113 |
|
|
2021
Q3 | $2.11M | Buy |
33,874
+2,057
| +6% | +$117K | 0.14% | 117 |
|
|
2021
Q2 | $1.86M | Sell |
31,817
-954
| -3% | -$57K | 0.13% | 111 |
|
|
2021
Q1 | $1.94M | Sell |
32,771
-1,050
| -3% | -$55K | 0.15% | 104 |
|
|
2020
Q4 | $1.63M | Sell |
33,821
-1,942
| -5% | -$72.8K | 0.14% | 107 |
|
|
2020
Q3 | $1.26M | Sell |
35,763
-9,720
| -21% | -$397K | 0.12% | 110 |
|
|
2020
Q2 | $1.96M | Sell |
45,483
-483
| -1% | -$21.7K | 0.2% | 92 |
|
|
2020
Q1 | $1.94M | Buy |
45,966
+7,201
| +19% | +$398K | 0.25% | 83 |
|
|
2019
Q4 | $2.38M | Sell |
38,765
-1,168
| -3% | -$80.8K | 0.28% | 78 |
|
|
2019
Q3 | $2.75M | Buy |
39,933
+3,440
| +9% | +$249K | 0.38% | 73 |
|
|
2019
Q2 | $2.57M | Sell |
36,493
-791
| -2% | -$61.2K | 0.39% | 68 |
|
|
2019
Q1 | $2.85M | Sell |
37,284
-1,924
| -5% | -$147K | 0.44% | 67 |
|
|
2018
Q4 | $3.05M | Sell |
39,208
-101,571
| -72% | -$7.97M | 0.49% | 65 |
|
|
2018
Q3 | $10.8M | Buy |
140,779
+5,320
| +4% | +$435K | 1.98% | 7 |
|
|
2018
Q2 | $11.2M | Buy |
135,459
+7,951
| +6% | +$633K | 2.3% | 4 |
|
|
2018
Q1 | $9.51M | Buy |
127,508
+16,445
| +15% | +$1.31M | 2.09% | 5 |
|
|
2017
Q4 | $9.29M | Buy |
111,063
+4,375
| +4% | +$362K | 2.49% | 4 |
|
|
2017
Q3 | $8.75M | Buy |
106,688
+5,611
| +6% | +$446K | 2.45% | 5 |
|
|
2017
Q2 | $8.16M | Buy |
101,077
+97,912
| +3,094% | +$8.01M | 2.34% | 8 |
|
|
2017
Q1 | $261K | Buy |
+3,165
| New | +$264K | 0.91% | 15 |
|
|
2016
Q3 | $5M | Sell |
57,927
-58,358
| -50% | -$5.18M | 1.63% | 10 |
|
|
2016
Q2 | $5.04M | Buy |
+116,285
| New | +$10.3M | 0.65% | 32 |
|
|
2015
Q4 | $3.34M | Buy |
+167,682
| New | +$13.4M | 0.54% | 37 |
|
|
2015
Q2 | $4.17M | Buy |
50,163
+20,605
| +70% | +$1.77M | 1.83% | 8 |
|
|
2015
Q1 | $2.52M | Buy |
+29,558
| New | +$2.62M | 1.17% | 16 |
|
Other funds holding XOM
WealthPLAN Partners's XOM Position: Q2 2026 in Review
WealthPLAN Partners increased its ExxonMobil (XOM) stake by 21% in Q2 2026, buying an estimated $570K and bringing the position to 21,587 shares worth $2.95M. The position accounts for 0.56% of the portfolio, ranked #44.
WealthPLAN Partners first reported a position in XOM in Q1 2015 and has held it in 41 quarters since. The position peaked at $11.2M in Q2 2018. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- WealthPLAN Partners held 21,587 shares of ExxonMobil worth $2.95M as of Q2 2026.
- WealthPLAN Partners bought 3,806 ExxonMobil shares in Q2 2026, an estimated $570K.
- ExxonMobil made up 0.56% of WealthPLAN Partners's portfolio in Q2 2026, its #44 holding.
- WealthPLAN Partners first reported a position in ExxonMobil in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's ExxonMobil position peaked at $11.2M in Q2 2018.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.