SF
XOM icon

Schaeffer Financial’s ExxonMobil XOM Stock Holding History

Schaeffer Financial’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
Q3 		$1.04M Buy
+6,383
New +$998K 0.79% 10
2026
Q2 		– Sell
-6,376
Closed -$1.08M – 28
2026
Q1 		$1.08M Buy
+6,376
New +$930K 0.91% 9

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Schaeffer Financial's XOM Position: Q3 2026 in Review

Schaeffer Financial opened a new position in ExxonMobil (XOM) in Q3 2026: 6,383 shares worth $1.04M. The stake represents 0.79% of the portfolio and ranks #10 among its holdings. This is a return to the name: Schaeffer Financial previously reported a position in XOM as recently as Q1 2026.

Schaeffer Financial first reported a position in XOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2026. 2,105 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Schaeffer Financial held 6,383 shares of ExxonMobil worth $1.04M as of Q3 2026.
  • ExxonMobil was a new Schaeffer Financial position in Q3 2026.
  • ExxonMobil made up 0.79% of Schaeffer Financial's portfolio in Q3 2026, its #10 holding.
  • Schaeffer Financial first reported a position in ExxonMobil in Q1 2026 and has held it in 2 quarters since.
  • Schaeffer Financial's ExxonMobil position peaked at $1.08M in Q1 2026.
  • 2,105 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.