Wrenne Financial Planning’s ExxonMobil XOM Stock Holding History

Wrenne 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	$253K	Buy	1,849 +48	+3%	+$7.18K	0.09%	51
2026 Q1	$306K	Buy	1,801 +1	+0.1%	+$146	0.12%	37
2025 Q4	$217K	Hold	1,800	–	–	0.09%	45
2025 Q3	$203K	Buy	+1,800	New	+$200K	0.09%	48
2025 Q2	–	Sell	-1,822	Closed	-$217K	–	48
2025 Q1	$217K	Buy	+1,822	New	+$201K	0.12%	39
2024 Q4	–	Sell	-1,821	Closed	-$213K	–	45
2024 Q3	$213K	Buy	1,821 +80	+5%	+$9.24K	0.13%	42
2024 Q2	$200K	Buy	+1,741	New	+$203K	0.14%	41

Other funds holding XOM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Wrenne Financial Planning increased its ExxonMobil (XOM) stake by 2.7% in Q2 2026, buying an estimated $7.18K and bringing the position to 1,849 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #51.

Wrenne Financial Planning first reported a position in XOM in Q2 2024 and has held it in 7 quarters since. The position peaked at $306K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Wrenne Financial Planning held 1,849 shares of ExxonMobil worth $253K as of Q2 2026.
Wrenne Financial Planning bought 48 ExxonMobil shares in Q2 2026, an estimated $7.18K.
ExxonMobil made up 0.09% of Wrenne Financial Planning's portfolio in Q2 2026, its #51 holding.
Wrenne Financial Planning first reported a position in ExxonMobil in Q2 2024 and has held it in 7 quarters since.
Wrenne Financial Planning's ExxonMobil position peaked at $306K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.