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Schrum Private Wealth Management’s ExxonMobil XOM Stock Holding History

Schrum Private Wealth Management’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 		$1.16M Sell
6,840
-77
-1% -$11.2K 0.89% 31
2025
Q4 		$832K Buy
6,917
+42
+0.6% +$4.87K 0.62% 48
2025
Q3 		$775K Buy
6,875
+690
+11% +$76.7K 0.57% 49
2025
Q2 		$667K Buy
6,185
+26
+0.4% +$2.78K 0.53% 53
2025
Q1 		$732K Sell
6,159
-155
-2% -$17.1K 0.64% 43
2024
Q4 		$679K Sell
6,314
-5,194
-45% -$608K 0.58% 47
2024
Q3 		$1.35M Buy
11,508
+5,018
+77% +$579K 0.7% 36
2024
Q2 		$747K Buy
6,490
+24
+0.4% +$2.79K 0.67% 42
2024
Q1 		$752K Buy
6,466
+1,533
+31% +$160K 0.68% 41
2023
Q4 		$493K Sell
4,933
-770
-14% -$80.9K 0.7% 42
2023
Q3 		$671K Buy
5,703
+345
+6% +$37.8K 0.76% 41
2023
Q2 		$575K Buy
5,358
+24
+0.4% +$2.62K 0.62% 49
2023
Q1 		$585K Sell
5,334
-45
-0.8% -$4.98K 0.68% 44
2022
Q4 		$593K Sell
5,379
-694
-11% -$74.4K 0.7% 39
2022
Q3 		$531K Buy
6,073
+200
+3% +$18.3K 0.67% 43
2022
Q2 		$503K Sell
5,873
-76
-1% -$6.86K 0.57% 52
2022
Q1 		$490K Sell
5,949
-36
-0.6% -$2.8K 0.49% 61
2021
Q4 		$365K Buy
+5,985
New +$374K 0.33% 82

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

Schrum Private Wealth Management's XOM Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2026, selling an estimated $11.2K and leaving 6,840 shares worth $1.16M. The position accounts for 0.89% of the portfolio, ranked #31.

Schrum Private Wealth Management first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2024. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Schrum Private Wealth Management held 6,840 shares of ExxonMobil worth $1.16M as of Q1 2026.
  • Schrum Private Wealth Management sold 77 ExxonMobil shares in Q1 2026, an estimated $11.2K.
  • ExxonMobil made up 0.89% of Schrum Private Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Schrum Private Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's ExxonMobil position peaked at $1.35M in Q3 2024.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.