Cascades Capital Asset Management’s ExxonMobil XOM Stock Holding History

Cascades Capital Asset Management’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	$1.6M	Sell	11,726 -1,184	-9%	-$177K	0.59%	35
2026 Q1	$2.19M	Sell	12,910 -304	-2%	-$44.4K	0.92%	22
2025 Q4	$1.59M	Sell	13,214 -2,436	-16%	-$283K	0.67%	29
2025 Q3	$1.76M	Buy	15,650 +1,001	+7%	+$111K	0.78%	29
2025 Q2	$1.58M	Sell	14,649 -137	-0.9%	-$14.6K	0.81%	28
2025 Q1	$1.76M	Sell	14,786 -376	-2%	-$41.6K	0.95%	24
2024 Q4	$1.63M	Buy	15,162 +78	+0.5%	+$9.12K	0.87%	25
2024 Q3	$1.77M	Buy	+15,084	New	+$1.74M	0.97%	22

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cascades Capital Asset Management's XOM Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its ExxonMobil (XOM) stake by 9.2% in Q2 2026, selling an estimated $177K and leaving 11,726 shares worth $1.6M. The position accounts for 0.59% of the portfolio, ranked #35.

Cascades Capital Asset Management first reported a position in XOM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q1 2026. 4,272 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Cascades Capital Asset Management held 11,726 shares of ExxonMobil worth $1.6M as of Q2 2026.
Cascades Capital Asset Management sold 1,184 ExxonMobil shares in Q2 2026, an estimated $177K.
ExxonMobil made up 0.59% of Cascades Capital Asset Management's portfolio in Q2 2026, its #35 holding.
Cascades Capital Asset Management first reported a position in ExxonMobil in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's ExxonMobil position peaked at $2.19M in Q1 2026.
4,272 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.