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 Q2	$471K	Sell	3,445 -10	-0.3%	-$1.5K	0.23%	34
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pinney & Scofield's XOM Position: Q2 2026 in Review

Pinney & Scofield reduced its ExxonMobil (XOM) stake by 0.29% in Q2 2026, selling an estimated $1.5K and leaving 3,445 shares worth $471K. The position accounts for 0.23% of the portfolio, ranked #34.

Pinney & Scofield first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $586K in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Pinney & Scofield held 3,445 shares of ExxonMobil worth $471K as of Q2 2026.
Pinney & Scofield sold 10 ExxonMobil shares in Q2 2026, an estimated $1.5K.
ExxonMobil made up 0.23% of Pinney & Scofield's portfolio in Q2 2026, its #34 holding.
Pinney & Scofield first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's ExxonMobil position peaked at $586K in Q1 2026.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.