Cascade Investment Group’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$594K Buy
4,343
+100
+2% +$15K 0.33% 76
2026
Q1
$720K Sell
4,243
-76
-2% -$11.1K 0.47% 56
2025
Q4
$520K Sell
4,319
-100
-2% -$11.6K 0.35% 69
2025
Q3
$498K Hold
4,419
0.33% 69
2025
Q2
$476K Buy
4,419
+93
+2% +$9.94K 0.33% 68
2025
Q1
$514K Sell
4,326
-534
-11% -$59.1K 0.4% 58
2024
Q4
$523K Sell
4,860
-206
-4% -$24.1K 0.37% 62
2024
Q3
$594K Buy
5,066
+81
+2% +$9.35K 0.44% 54
2024
Q2
$574K Sell
4,985
-480
-9% -$55.9K 0.45% 51
2024
Q1
$635K Buy
5,465
+47
+0.9% +$4.92K 0.48% 52
2023
Q4
$542K Buy
5,418
+514
+10% +$54K 0.44% 56
2023
Q3
$577K Buy
4,904
+68
+1% +$7.46K 0.54% 44
2023
Q2
$519K Buy
4,836
+21
+0.4% +$2.29K 0.47% 54
2023
Q1
$528K Buy
4,815
+80
+2% +$8.85K 0.52% 52
2022
Q4
$522K Buy
+4,735
New +$507K 0.54% 52

Other funds holding XOM

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

Cascade Investment Group increased its ExxonMobil (XOM) stake by 2.4% in Q2 2026, buying an estimated $15K and bringing the position to 4,343 shares worth $594K. The position accounts for 0.33% of the portfolio, ranked #76.

Cascade Investment Group first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $720K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cascade Investment Group held 4,343 shares of ExxonMobil worth $594K as of Q2 2026.
  • Cascade Investment Group bought 100 ExxonMobil shares in Q2 2026, an estimated $15K.
  • ExxonMobil made up 0.33% of Cascade Investment Group's portfolio in Q2 2026, its #76 holding.
  • Cascade Investment Group first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's ExxonMobil position peaked at $720K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.