XY Planning Network
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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
Q3 		$1.94M Buy
11,931
+3,878
+48% +$606K 0.21% 97
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)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

XY Planning Network's XOM Position: Q3 2026 in Review

XY Planning Network increased its ExxonMobil (XOM) stake by 48% in Q3 2026, buying an estimated $606K and bringing the position to 11,931 shares worth $1.94M. The position accounts for 0.21% of the portfolio, ranked #97.

XY Planning Network first reported a position in XOM in Q4 2024 and has held it in 8 quarters since. 1,522 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • XY Planning Network held 11,931 shares of ExxonMobil worth $1.94M as of Q3 2026.
  • XY Planning Network bought 3,878 ExxonMobil shares in Q3 2026, an estimated $606K.
  • ExxonMobil made up 0.21% of XY Planning Network's portfolio in Q3 2026, its #97 holding.
  • XY Planning Network first reported a position in ExxonMobil in Q4 2024 and has held it in 8 quarters since.
  • 1,522 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.