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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
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% +$2.79K 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 $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

Schrum Private Wealth Management's XOM Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its ExxonMobil (XOM) stake by 7.8% in Q2 2026, selling an estimated $79.5K and leaving 6,309 shares worth $739K. The position accounts for 0.76% of the portfolio, ranked #41.

Schrum Private Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Schrum Private Wealth Management held 6,309 shares of ExxonMobil worth $739K as of Q2 2026.
  • Schrum Private Wealth Management sold 531 ExxonMobil shares in Q2 2026, an estimated $79.5K.
  • ExxonMobil made up 0.76% of Schrum Private Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Schrum Private Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's ExxonMobil position peaked at $1.35M in Q3 2024.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.