Pinney & Scofield’s ExxonMobil XOM Stock Holding History

Pinney & Scofield’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	$586K	Sell	3,455 -10	-0.3%	-$1.46K	0.32%	29
2025 Q4	$417K	Hold	3,465	–	–	0.24%	34
2025 Q3	$391K	Hold	3,465	–	–	0.24%	34
2025 Q2	$374K	Hold	3,465	–	–	0.25%	34
2025 Q1	$412K	Buy	3,465 +300	+9%	+$33.2K	0.3%	29
2024 Q4	$340K	Buy	+3,165	New	+$370K	0.26%	34

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

Pinney & Scofield's XOM Position: Q1 2026 in Review

Pinney & Scofield reduced its ExxonMobil (XOM) stake by 0.29% in Q1 2026, selling an estimated $1.46K and leaving 3,455 shares worth $586K. The position accounts for 0.32% of the portfolio, ranked #29.

Pinney & Scofield first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Pinney & Scofield held 3,455 shares of ExxonMobil worth $586K as of Q1 2026.
Pinney & Scofield sold 10 ExxonMobil shares in Q1 2026, an estimated $1.46K.
ExxonMobil made up 0.32% of Pinney & Scofield's portfolio in Q1 2026, its #29 holding.
Pinney & Scofield first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.