Schwallier Wealth Management’s ExxonMobil XOM Stock Holding History

Schwallier 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	–	Sell	-1,943	Closed	-$275K	–	64
2025 Q4	$275K	Buy	+1,943	New	+$225K	0.18%	48

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schwallier Wealth Management's XOM Position: Q1 2026 in Review

Schwallier Wealth Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 1,943 shares — an estimated $275K sold.

Schwallier Wealth Management first reported a position in XOM in Q4 2025 and held it in 1 quarter. The position peaked at $275K in Q4 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Schwallier Wealth Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Schwallier Wealth Management sold 1,943 ExxonMobil shares in Q1 2026, an estimated $275K.
Schwallier Wealth Management first reported a position in ExxonMobil in Q4 2025 and held it in 1 quarter.
Schwallier Wealth Management's ExxonMobil position peaked at $275K in Q4 2025.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.