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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
Q2 		$2.31M Buy
16,927
+14,973
+766% +$2.24M 0.22% 50
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Schneider Downs Wealth Management Advisors's XOM Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its ExxonMobil (XOM) stake by 766% in Q2 2026, buying an estimated $2.24M and bringing the position to 16,927 shares worth $2.31M. The position accounts for 0.22% of the portfolio, ranked #50.

Schneider Downs Wealth Management Advisors first reported a position in XOM in Q3 2018 and has held it in 23 quarters since. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 16,927 shares of ExxonMobil worth $2.31M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 14,973 ExxonMobil shares in Q2 2026, an estimated $2.24M.
  • ExxonMobil made up 0.22% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #50 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in ExxonMobil in Q3 2018 and has held it in 23 quarters since.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.