XY Planning Network’s ExxonMobil XOM Stock Holding History

XY Planning Network’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	$1.1M	Buy	8,053 +849	+12%	+$127K	0.14%	136
2026 Q1	$1.16M	Buy	7,204 +2,565	+55%	+$374K	0.19%	119
2025 Q4	$558K	Buy	4,639 +1,627	+54%	+$189K	0.1%	162
2025 Q3	$325K	Hold	3,012	–	–	0.11%	139
2025 Q2	$325K	Buy	3,012 +1,079	+56%	+$115K	0.11%	139
2025 Q1	$230K	Sell	1,933 -404	-17%	-$44.7K	0.15%	97
2024 Q4	$251K	Buy	+2,337	New	+$273K	0.19%	83

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

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

ANRF

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

XY Planning Network's XOM Position: Q2 2026 in Review

XY Planning Network increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $127K and bringing the position to 8,053 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #136.

XY Planning Network first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

XY Planning Network held 8,053 shares of ExxonMobil worth $1.1M as of Q2 2026.
XY Planning Network bought 849 ExxonMobil shares in Q2 2026, an estimated $127K.
ExxonMobil made up 0.14% of XY Planning Network's portfolio in Q2 2026, its #136 holding.
XY Planning Network first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's ExxonMobil position peaked at $1.16M in Q1 2026.
1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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