Cassaday & Co Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
63,279
+971
| +2% | +$105K | 0.17% | 37 |
|
|
2025
Q1 | $7.41M | Sell |
62,308
-6,161
| -9% | -$733K | 0.21% | 31 |
|
|
2024
Q4 | $7.37M | Buy |
68,469
+12,133
| +22% | +$1.31M | 0.2% | 30 |
|
|
2024
Q3 | $6.6M | Buy |
56,336
+6,513
| +13% | +$763K | 0.19% | 30 |
|
|
2024
Q2 | $5.74M | Buy |
49,823
+172
| +0.3% | +$19.8K | 0.18% | 31 |
|
|
2024
Q1 | $5.77M | Buy |
49,651
+927
| +2% | +$108K | 0.19% | 32 |
|
|
2023
Q4 | $4.87M | Buy |
48,724
+147
| +0.3% | +$14.7K | 0.17% | 33 |
|
|
2023
Q3 | $5.71M | Buy |
48,577
+176
| +0.4% | +$20.7K | 0.24% | 28 |
|
|
2023
Q2 | $5.19M | Sell |
48,401
-3,823
| -7% | -$410K | 0.21% | 30 |
|
|
2023
Q1 | $5.73M | Buy |
52,224
+1,484
| +3% | +$163K | 0.24% | 28 |
|
|
2022
Q4 | $5.6M | Buy |
+50,740
| New | +$5.6M | 0.26% | 31 |
|