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Cascade Investment Advisors’s ExxonMobil XOM Stock Holding History

Cascade 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 		$400K Hold
2,924
– – 0.22% 98
2026
Q1 		$496K Sell
2,924
-7
-0.2% -$1.02K 0.29% 94
2025
Q4 		$353K Hold
2,931
– – 0.21% 101
2025
Q3 		$330K Hold
2,931
– – 0.2% 100
2025
Q2 		$316K Hold
2,931
– – 0.2% 99
2025
Q1 		$349K Hold
2,931
– – 0.24% 96
2024
Q4 		$315K Hold
2,931
– – 0.2% 98
2024
Q3 		$344K Sell
2,931
-15
-0.5% -$1.73K 0.22% 95
2024
Q2 		$339K Hold
2,946
– – 0.23% 97
2024
Q1 		$342K Hold
2,946
– – 0.22% 99
2023
Q4 		$295K Buy
2,946
+209
+8% +$22K 0.21% 98
2023
Q3 		$322K Hold
2,737
– – 0.25% 98
2023
Q2 		$294K Buy
2,737
+87
+3% +$9.49K 0.22% 104
2023
Q1 		$291K Sell
2,650
-75
-3% -$8.3K 0.23% 96
2022
Q4 		$301K Hold
2,725
– – 0.25% 101
2022
Q3 		$302K Hold
2,725
– – 0.26% 97
2022
Q2 		$233K Hold
2,725
– – 0.18% 107
2022
Q1 		$225K Hold
2,725
– – 0.14% 116
2021
Q4 		$167K Hold
2,725
– – 0.1% 120
2021
Q3 		$160K Sell
2,725
-70
-3% -$3.99K 0.1% 118
2021
Q2 		$176K Sell
2,795
-940
-25% -$56.1K 0.11% 113
2021
Q1 		$209K Sell
3,735
-5,110
-58% -$268K 0.14% 108
2020
Q4 		$365K Sell
8,845
-2,325
-21% -$87.2K 0.27% 98
2020
Q3 		$383K Sell
11,170
-1,315
-11% -$53.8K 0.33% 96
2020
Q2 		$558K Buy
12,485
+620
+5% +$27.8K 0.53% 80
2020
Q1 		$451K Buy
11,865
+760
+7% +$42K 0.5% 75
2019
Q4 		$775K Sell
11,105
-330
-3% -$22.8K 0.59% 76
2019
Q3 		$807K Sell
11,435
-4,890
-30% -$354K 0.62% 73
2019
Q2 		$1.25M Buy
16,325
+317
+2% +$24.5K 1.06% 36
2019
Q1 		$1.29M Sell
16,008
-130
-0.8% -$9.91K 1.16% 26
2018
Q4 		$1.1M Buy
16,138
+225
+1% +$17.7K 1.11% 34
2018
Q3 		$1.35M Buy
15,913
+125
+0.8% +$10.2K 1.14% 31
2018
Q2 		$1.31M Sell
15,788
-4,115
-21% -$328K 1.17% 27
2018
Q1 		$1.48M Buy
19,903
+385
+2% +$30.8K 1.17% 30
2017
Q4 		$1.63M Buy
19,518
+50
+0.3% +$4.13K 1.29% 19
2017
Q3 		$1.6M Buy
19,468
+200
+1% +$15.9K 1.33% 22
2017
Q2 		$1.56M Buy
19,268
+2,958
+18% +$242K 1.32% 23
2017
Q1 		$1.34M Buy
16,310
+1,200
+8% +$100K 1.17% 39
2016
Q4 		$1.36M Buy
+15,110
New +$1.32M 1.16% 41
2016
Q2 		$1.41M Buy
+15,064
New +$1.33M 1.36% 32

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cascade Investment Advisors's XOM Position: Q2 2026 in Review

Cascade Investment Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 2,924 shares worth $400K. The position accounts for 0.22% of the portfolio, ranked #98.

Cascade Investment Advisors first reported a position in XOM in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.63M in Q4 2017. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cascade Investment Advisors held 2,924 shares of ExxonMobil worth $400K as of Q2 2026.
  • Cascade Investment Advisors left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.22% of Cascade Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Cascade Investment Advisors first reported a position in ExxonMobil in Q2 2016 and has held it in 40 quarters since.
  • Cascade Investment Advisors's ExxonMobil position peaked at $1.63M in Q4 2017.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.