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Schneider Downs Wealth Management Advisors’s ExxonMobil XOM Stock Holding History

Schneider Downs Wealth Management 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
2026
Q1 		$332K Buy
1,954
+12
+0.6% +$1.75K 0.04% 118
2025
Q4 		$234K Sell
1,942
-14,649
-88% -$1.7M 0.03% 142
2025
Q3 		$1.87M Buy
16,591
+521
+3% +$57.9K 0.22% 51
2025
Q2 		$1.73M Sell
16,070
-3
-0% -$321 0.26% 50
2025
Q1 		$1.91M Sell
16,073
-146
-0.9% -$16.1K 0.35% 37
2024
Q4 		$1.74M Sell
16,219
-82
-0.5% -$9.59K 0.33% 41
2024
Q3 		$1.91M Sell
16,301
-434
-3% -$50.1K 0.39% 35
2024
Q2 		$1.93M Sell
16,735
-319
-2% -$37.2K 0.43% 35
2024
Q1 		$1.98M Buy
17,054
+747
+5% +$78.2K 0.46% 34
2023
Q4 		$1.63M Hold
16,307
– – 0.42% 36
2023
Q3 		$1.92M Sell
16,307
-44
-0.3% -$4.83K 0.44% 32
2023
Q2 		$1.75M Hold
16,351
– – 0.4% 34
2023
Q1 		$1.79M Sell
16,351
-149
-0.9% -$16.5K 0.37% 33
2022
Q4 		$1.82M Buy
16,500
+11,794
+251% +$1.26M 0.4% 35
2022
Q3 		$411K Buy
4,706
+57
+1% +$5.2K 0.12% 74
2022
Q2 		$398K Sell
4,649
-213
-4% -$19.2K 0.11% 81
2022
Q1 		$402K Buy
4,862
+237
+5% +$18.4K 0.1% 86
2021
Q4 		$283K Sell
4,625
-547
-11% -$34.2K 0.07% 121
2021
Q3 		$304K Buy
5,172
+1,889
+58% +$108K 0.08% 107
2021
Q2 		$207K Buy
+3,283
New +$196K 0.05% 136
2020
Q1 		– Sell
-3,705
Closed -$259K – 103
2019
Q4 		$259K Buy
+3,705
New +$256K 0.08% 57
2018
Q4 		– Sell
-2,875
Closed -$244K – 72
2018
Q3 		$244K Buy
+2,875
New +$235K 0.15% 49

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

Schneider Downs Wealth Management Advisors's XOM Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its ExxonMobil (XOM) stake by 0.62% in Q1 2026, buying an estimated $1.75K and bringing the position to 1,954 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #118.

Schneider Downs Wealth Management Advisors first reported a position in XOM in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.98M in Q1 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 1,954 shares of ExxonMobil worth $332K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors bought 12 ExxonMobil shares in Q1 2026, an estimated $1.75K.
  • ExxonMobil made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #118 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in ExxonMobil in Q3 2018 and has held it in 22 quarters since.
  • Schneider Downs Wealth Management Advisors's ExxonMobil position peaked at $1.98M in Q1 2024.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.