Mowery & Schoenfeld Wealth Management’s ExxonMobil XOM Stock Holding History

Mowery & Schoenfeld Wealth Management’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 Q1	$274K	Sell	1,614 -270	-14%	-$39.4K	0.42%	40
2025 Q4	$227K	Buy	1,884 +270	+17%	+$31.3K	0.33%	48
2025 Q3	$182K	Sell	1,614 -261	-14%	-$29K	0.31%	56
2025 Q2	$202K	Sell	1,875 -6	-0.3%	-$641	0.31%	47
2025 Q1	$224K	Buy	1,881 +217	+13%	+$24K	0.44%	42
2024 Q4	$179K	Buy	1,664 +152	+10%	+$17.8K	0.35%	47
2024 Q3	$177K	Hold	1,512	–	–	0.28%	40
2024 Q2	$174K	Buy	1,512 +458	+43%	+$53.3K	0.25%	38
2024 Q1	$123K	Sell	1,054 -41	-4%	-$4.29K	0.24%	46
2023 Q4	$109K	Buy	+1,095	New	+$115K	0.22%	54

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's XOM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its ExxonMobil (XOM) stake by 14% in Q1 2026, selling an estimated $39.4K and leaving 1,614 shares worth $274K. The position accounts for 0.42% of the portfolio, ranked #40.

Mowery & Schoenfeld Wealth Management first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 1,614 shares of ExxonMobil worth $274K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 270 ExxonMobil shares in Q1 2026, an estimated $39.4K.
ExxonMobil made up 0.42% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #40 holding.
Mowery & Schoenfeld Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.