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Welch Financial Planning’s ExxonMobil XOM Stock Holding History

Welch Financial Planning’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
-1,251
Closed -$212K – 76
2026
Q1 		$212K Buy
+1,251
New +$183K 0.15% 65

Other funds holding XOM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Welch Financial Planning's XOM Position: Q2 2026 in Review

Welch Financial Planning sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,251 shares — an estimated $212K sold.

Welch Financial Planning first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 2,685 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Welch Financial Planning reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Welch Financial Planning sold 1,251 ExxonMobil shares in Q2 2026, an estimated $212K.
  • Welch Financial Planning first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Welch Financial Planning's ExxonMobil position peaked at $212K in Q1 2026.
  • 2,685 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.