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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
Q1 		$1.08M Buy
+6,376
New +$930K 0.91% 9

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schaeffer Financial's XOM Position: Q1 2026 in Review

Schaeffer Financial opened a new position in ExxonMobil (XOM) in Q1 2026: 6,376 shares worth $1.08M. The stake represents 0.91% of the portfolio and ranks #9 among its holdings.

4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Schaeffer Financial held 6,376 shares of ExxonMobil worth $1.08M as of Q1 2026.
  • ExxonMobil was a new Schaeffer Financial position in Q1 2026.
  • ExxonMobil made up 0.91% of Schaeffer Financial's portfolio in Q1 2026, its #9 holding.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.