Schechter Investment Advisors’s ExxonMobil XOM Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$2.87M	Sell	24,108 -2,196	-8%	-$243K	0.24%	85
2024 Q4	$2.83M	Sell	26,304 -3,767	-13%	-$441K	0.22%	94
2024 Q3	$3.52M	Buy	30,071 +2,292	+8%	+$265K	0.26%	74
2024 Q2	$3.2M	Buy	27,779 +3,158	+13%	+$368K	0.24%	77
2024 Q1	$2.86M	Buy	24,621 +3,874	+19%	+$405K	0.21%	85
2023 Q4	$2.07M	Sell	20,747 -5,046	-20%	-$530K	0.18%	112
2023 Q3	$3.03M	Buy	25,793 +51	+0.2%	+$5.59K	0.29%	57
2023 Q2	$2.76M	Buy	25,742 +404	+2%	+$44.1K	0.25%	74
2023 Q1	$2.78M	Buy	25,338 +4,269	+20%	+$472K	0.26%	70
2022 Q4	$2.32M	Buy	21,069 +1,578	+8%	+$169K	0.21%	93
2022 Q3	$1.7M	Buy	19,491 +1,833	+10%	+$167K	0.17%	131
2022 Q2	$1.51M	Buy	17,658 +2,407	+16%	+$217K	0.15%	154
2022 Q1	$1.26M	Buy	15,251 +3,403	+29%	+$265K	0.12%	220
2021 Q4	$725K	Buy	+11,848	New	+$740K	0.07%	401

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schechter Investment Advisors's XOM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its ExxonMobil (XOM) stake by 8.3% in Q1 2025, selling an estimated $243K and leaving 24,108 shares worth $2.87M. The position accounts for 0.24% of the portfolio, ranked #85.

Schechter Investment Advisors first reported a position in XOM in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.52M in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Schechter Investment Advisors held 24,108 shares of ExxonMobil worth $2.87M as of Q1 2025.
Schechter Investment Advisors sold 2,196 ExxonMobil shares in Q1 2025, an estimated $243K.
ExxonMobil made up 0.24% of Schechter Investment Advisors's portfolio in Q1 2025, its #85 holding.
Schechter Investment Advisors first reported a position in ExxonMobil in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's ExxonMobil position peaked at $3.52M in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.