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 Q2	$221K	Hold	1,614	–	–	0.3%	55
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mowery & Schoenfeld Wealth Management's XOM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its ExxonMobil (XOM) position steady in Q2 2026 at 1,614 shares worth $221K. The position accounts for 0.3% of the portfolio, ranked #55.

Mowery & Schoenfeld Wealth Management first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $274K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 1,614 shares of ExxonMobil worth $221K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.3% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #55 holding.
Mowery & Schoenfeld Wealth Management first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's ExxonMobil position peaked at $274K in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.