Planning Strategies Inc.’s ExxonMobil XOM Stock Holding History

Planning Strategies Inc.’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	$722K	Buy	+5,283	New	+$791K	0.45%	36

Other funds holding XOM

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Planning Strategies Inc.'s XOM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in ExxonMobil (XOM) in Q2 2026: 5,283 shares worth $722K. The stake represents 0.45% of the portfolio and ranks #36 among its holdings.

1,756 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Planning Strategies Inc. held 5,283 shares of ExxonMobil worth $722K as of Q2 2026.
ExxonMobil was a new Planning Strategies Inc. position in Q2 2026.
ExxonMobil made up 0.45% of Planning Strategies Inc.'s portfolio in Q2 2026, its #36 holding.
1,756 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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