Schubert & Co’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.27M Sell
9,308
-1,144
-11% -$171K 0.88% 20
2026
Q1
$1.77M Sell
10,452
-395
-4% -$57.6K 1.44% 14
2025
Q4
$1.31M Buy
10,847
+273
+3% +$31.7K 1.04% 20
2025
Q3
$1.19M Buy
10,574
+48
+0.5% +$5.34K 0.88% 20
2025
Q2
$1.13M Buy
10,526
+222
+2% +$23.7K 0.8% 18
2025
Q1
$1.23M Buy
10,304
+252
+3% +$27.9K 0.84% 16
2024
Q4
$1.08M Buy
10,052
+53
+0.5% +$6.2K 0.73% 17
2024
Q3
$1.17M Buy
9,999
+452
+5% +$52.2K 0.83% 15
2024
Q2
$1.11M Hold
9,547
– – 0.95% 12
2024
Q1
$1.11M Buy
9,547
+3,669
+62% +$384K 0.95% 12
2023
Q4
$588K Sell
5,878
-190
-3% -$20K 0.53% 17
2023
Q3
$714K Buy
6,068
+34
+0.6% +$3.73K 0.73% 14
2023
Q2
$647K Buy
6,034
+41
+0.7% +$4.47K 0.61% 13
2023
Q1
$657K Sell
5,993
-530
-8% -$58.6K 0.59% 12
2022
Q4
$720K Buy
6,523
+26
+0.4% +$2.79K 0.66% 10
2022
Q3
$567K Buy
6,497
+121
+2% +$11K 0.54% 10
2022
Q2
$546K Buy
6,376
+327
+5% +$29.5K 0.51% 10
2022
Q1
$500K Sell
6,049
-2,214
-27% -$172K 0.55% 9
2021
Q4
$506K Buy
+8,263
New +$516K 0.51% 10

Other funds holding XOM

Schubert & Co's XOM Position: Q2 2026 in Review

Schubert & Co reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $171K and leaving 9,308 shares worth $1.27M. The position accounts for 0.88% of the portfolio, ranked #20.

Schubert & Co first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Schubert & Co held 9,308 shares of ExxonMobil worth $1.27M as of Q2 2026.
  • Schubert & Co sold 1,144 ExxonMobil shares in Q2 2026, an estimated $171K.
  • ExxonMobil made up 0.88% of Schubert & Co's portfolio in Q2 2026, its #20 holding.
  • Schubert & Co first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Schubert & Co's ExxonMobil position peaked at $1.77M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.