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Schwarz Dygos Wheeler Investment Advisors’s ExxonMobil XOM Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$697K Buy
5,099
+30
+0.6% +$4.49K 0.13% 97
2026
Q1 		$860K Hold
5,069
– – 0.18% 82
2025
Q4 		$610K Buy
5,069
+174
+4% +$20.2K 0.13% 97
2025
Q3 		$552K Sell
4,895
-73
-1% -$8.12K 0.12% 99
2025
Q2 		$536K Hold
4,968
– – 0.12% 102
2025
Q1 		$591K Buy
4,968
+17
+0.3% +$1.88K 0.14% 101
2024
Q4 		$533K Sell
4,951
-28
-0.6% -$3.27K 0.13% 101
2024
Q3 		$584K Sell
4,979
-265
-5% -$30.6K 0.15% 97
2024
Q2 		$604K Hold
5,244
– – 0.16% 90
2024
Q1 		$610K Hold
5,244
– – 0.17% 91
2023
Q4 		$524K Sell
5,244
-221
-4% -$23.2K 0.16% 91
2023
Q3 		$643K Buy
5,465
+70
+1% +$7.68K 0.22% 70
2023
Q2 		$579K Sell
5,395
-10
-0.2% -$1.09K 0.19% 79
2023
Q1 		$593K Hold
5,405
– – 0.21% 69
2022
Q4 		$596K Buy
5,405
+220
+4% +$23.6K 0.23% 64
2022
Q3 		$453K Sell
5,185
-65
-1% -$5.93K 0.2% 72
2022
Q2 		$450K Sell
5,250
-11,920
-69% -$1.08M 0.18% 78
2022
Q1 		$1.42M Sell
17,170
-160
-0.9% -$12.4K 0.48% 46
2021
Q4 		$1.06M Buy
17,330
+130
+0.8% +$8.13K 0.36% 52
2021
Q3 		$1.01M Sell
17,200
-203
-1% -$11.6K 0.37% 54
2021
Q2 		$1.1M Buy
17,403
+184
+1% +$11K 0.4% 55
2021
Q1 		$961K Buy
17,219
+238
+1% +$12.5K 0.4% 52
2020
Q4 		$700K Sell
16,981
-5,272
-24% -$198K 0.34% 49
2020
Q3 		$764K Buy
22,253
+2,381
+12% +$97.3K 0.43% 46
2020
Q2 		$848K Buy
19,872
+417
+2% +$18.7K 0.55% 40
2020
Q1 		$739K Buy
19,455
+14,215
+271% +$785K 0.63% 36
2019
Q4 		$366K Sell
5,240
-3,277
-38% -$227K 0.25% 61
2019
Q3 		$601K Buy
8,517
+92
+1% +$6.65K 0.48% 43
2019
Q2 		$646K Buy
8,425
+305
+4% +$23.6K 0.53% 40
2019
Q1 		$656K Sell
8,120
-413
-5% -$31.5K 0.56% 39
2018
Q4 		$582K Buy
+8,533
New +$669K 0.63% 38

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

Schwarz Dygos Wheeler Investment Advisors's XOM Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its ExxonMobil (XOM) stake by 0.59% in Q2 2026, buying an estimated $4.49K and bringing the position to 5,099 shares worth $697K. The position accounts for 0.13% of the portfolio, ranked #97.

Schwarz Dygos Wheeler Investment Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.42M in Q1 2022. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 5,099 shares of ExxonMobil worth $697K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 30 ExxonMobil shares in Q2 2026, an estimated $4.49K.
  • ExxonMobil made up 0.13% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's ExxonMobil position peaked at $1.42M in Q1 2022.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.