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Exxon Mobil Corporation shares owned by Holistic Planning

Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Exxon Mobil Corporation

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All positions including Exxon Mobil Corporation held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exxon Mobil Corporation by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 18k 107.57
2024-09-30 $2.1M 18k 117.22
2024-06-30 $1.9M 16k 116.24
2024-03-31 $1.9M 16k 116.24

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Exxon Mobil Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
T. Rowe Price Associates
Northern Trust
Bank of New York Mellon
Dimensional Fund Advisors
Capital Research Global Investors
Franklin Resources
Legal & General Group
Charles Schwab Investment Management

View all funds holding Exxon Mobil Corporation