Schrum Private Wealth Management
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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
Q3 		$1.12M Buy
6,879
+570
+9% +$89.1K 0.92% 26
2026
Q2 		$739K Sell
6,309
-531
-8% -$79.5K 0.76% 41
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% +$2.8K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Schrum Private Wealth Management's XOM Position: Q3 2026 in Review

Schrum Private Wealth Management increased its ExxonMobil (XOM) stake by 9% in Q3 2026, buying an estimated $89.1K and bringing the position to 6,879 shares worth $1.12M. The position accounts for 0.92% of the portfolio, ranked #26.

Schrum Private Wealth Management first reported a position in XOM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q3 2024. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Schrum Private Wealth Management held 6,879 shares of ExxonMobil worth $1.12M as of Q3 2026.
  • Schrum Private Wealth Management bought 570 ExxonMobil shares in Q3 2026, an estimated $89.1K.
  • ExxonMobil made up 0.92% of Schrum Private Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Schrum Private Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 20 quarters since.
  • Schrum Private Wealth Management's ExxonMobil position peaked at $1.35M in Q3 2024.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Schrum Private Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.