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Cascade Financial Partners’s ExxonMobil XOM Stock Holding History

Cascade Financial Partners’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 		– Sell
-5,195
Closed -$881K – 293
2026
Q1 		$881K Buy
5,195
+1,756
+51% +$256K 0.09% 129
2025
Q4 		$414K Sell
3,439
-413
-11% -$47.9K 0.04% 180
2025
Q3 		$434K Buy
3,852
+201
+6% +$22.3K 0.05% 175
2025
Q2 		$394K Buy
3,651
+851
+30% +$91K 0.05% 178
2025
Q1 		$333K Buy
2,800
+311
+12% +$34.4K 0.04% 190
2024
Q4 		$268K Buy
+2,489
New +$291K 0.03% 200

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

Cascade Financial Partners's XOM Position: Q2 2026 in Review

Cascade Financial Partners sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,195 shares — an estimated $881K sold.

Cascade Financial Partners first reported a position in XOM in Q4 2024 and held it in 6 quarters. The position peaked at $881K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cascade Financial Partners reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 5,195 ExxonMobil shares in Q2 2026, an estimated $881K.
  • Cascade Financial Partners first reported a position in ExxonMobil in Q4 2024 and held it in 6 quarters.
  • Cascade Financial Partners's ExxonMobil position peaked at $881K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.