CFP
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Cascade Financial Partners’s Exxon Mobil XOM Stock Holding History

Cascade Financial Partners’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$394K Buy
3,651
+851
+30% +$91.7K 0.05% 178
2025
Q1 		$333K Buy
2,800
+311
+12% +$37K 0.04% 190
2024
Q4 		$268K Buy
+2,489
New +$268K 0.03% 200