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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cascades Capital Asset Management's XOM Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its ExxonMobil (XOM) stake by 2.3% in Q1 2026, selling an estimated $44.4K and leaving 12,910 shares worth $2.19M. The position accounts for 0.92% of the portfolio, ranked #22.

Cascades Capital Asset Management first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cascades Capital Asset Management held 12,910 shares of ExxonMobil worth $2.19M as of Q1 2026.
  • Cascades Capital Asset Management sold 304 ExxonMobil shares in Q1 2026, an estimated $44.4K.
  • ExxonMobil made up 0.92% of Cascades Capital Asset Management's portfolio in Q1 2026, its #22 holding.
  • Cascades Capital Asset Management first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.