Cahill Financial Advisors’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.83M Buy
10,772
+148
+1% +$21.6K 0.2% 82
2025
Q4
$1.28M Sell
10,624
-889
-8% -$103K 0.14% 107
2025
Q3
$1.3M Sell
11,513
-602
-5% -$66.9K 0.15% 103
2025
Q2
$1.31M Sell
12,115
-383
-3% -$40.9K 0.16% 95
2025
Q1
$1.49M Sell
12,498
-106
-0.8% -$11.7K 0.2% 83
2024
Q4
$1.36M Buy
12,604
+1,049
+9% +$123K 0.18% 91
2024
Q3
$1.35M Buy
11,555
+7
+0.1% +$808 0.19% 88
2024
Q2
$1.33M Sell
11,548
-789
-6% -$91.9K 0.18% 100
2024
Q1
$1.43M Sell
12,337
-16
-0.1% -$1.67K 0.2% 95
2023
Q4
$1.24M Sell
12,353
-4,834
-28% -$508K 0.18% 103
2023
Q3
$2.02M Sell
17,187
-658
-4% -$72.2K 0.34% 63
2023
Q2
$1.91M Buy
17,845
+14,290
+402% +$1.56M 0.31% 68
2023
Q1
$390K Buy
3,555
+282
+9% +$31.2K 0.07% 171
2022
Q4
$361K Buy
3,273
+20
+0.6% +$2.14K 0.07% 174
2022
Q3
$284K Buy
3,253
+226
+7% +$20.6K 0.06% 185
2022
Q2
$260K Sell
3,027
-20,295
-87% -$1.83M 0.06% 187
2022
Q1
$1.93M Buy
23,322
+566
+2% +$44K 0.36% 65
2021
Q4
$1.39M Buy
22,756
+8,126
+56% +$508K 0.27% 85
2021
Q3
$861K Buy
14,630
+10,764
+278% +$613K 0.18% 116
2021
Q2
$244K Buy
3,866
+106
+3% +$6.33K 0.05% 189
2021
Q1
$210K Buy
+3,760
New +$197K 0.05% 196
2020
Q3
Sell
-4,619
Closed -$207K 172
2020
Q2
$207K Buy
+4,619
New +$207K 0.08% 152
2020
Q1
Sell
-10,150
Closed -$709K 164
2019
Q4
$709K Sell
10,150
-128
-1% -$8.85K 0.26% 90
2019
Q3
$726K Sell
10,278
-832
-7% -$60.2K 0.28% 87
2019
Q2
$852K Buy
11,110
+26
+0.2% +$2.01K 0.34% 77
2019
Q1
$896K Buy
11,084
+1,679
+18% +$128K 0.37% 72
2018
Q4
$642K Buy
9,405
+1,074
+13% +$84.3K 0.32% 80
2018
Q3
$709K Sell
8,331
-102
-1% -$8.34K 0.31% 79
2018
Q2
$698K Buy
8,433
+4,064
+93% +$324K 0.32% 83
2018
Q1
$326K Buy
+4,369
New +$349K 0.16% 120
2014
Q1
Sell
-2,372
Closed -$241K 123
2013
Q4
$241K Buy
+2,372
New +$219K 0.21% 95

Other funds holding XOM

Cahill Financial Advisors's XOM Position: Q1 2026 in Review

Cahill Financial Advisors increased its ExxonMobil (XOM) stake by 1.4% in Q1 2026, buying an estimated $21.6K and bringing the position to 10,772 shares worth $1.83M. The position accounts for 0.2% of the portfolio, ranked #82.

Cahill Financial Advisors first reported a position in XOM in Q4 2013 and has held it in 31 quarters since. The position peaked at $2.02M in Q3 2023. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cahill Financial Advisors held 10,772 shares of ExxonMobil worth $1.83M as of Q1 2026.
  • Cahill Financial Advisors bought 148 ExxonMobil shares in Q1 2026, an estimated $21.6K.
  • ExxonMobil made up 0.2% of Cahill Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Cahill Financial Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 31 quarters since.
  • Cahill Financial Advisors's ExxonMobil position peaked at $2.02M in Q3 2023.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.