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Cassaday & Co Wealth Management’s ExxonMobil XOM Stock Holding History

Cassaday & Co Wealth 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 		$8.21M Sell
60,042
-77
-0.1% -$11.5K 0.15% 37
2026
Q1 		$10.2M Sell
60,119
-952
-2% -$139K 0.22% 30
2025
Q4 		$7.35M Sell
61,071
-1,310
-2% -$152K 0.15% 38
2025
Q3 		$7.03M Sell
62,381
-898
-1% -$99.8K 0.16% 37
2025
Q2 		$6.82M Buy
63,279
+971
+2% +$104K 0.17% 37
2025
Q1 		$7.41M Sell
62,308
-6,161
-9% -$681K 0.21% 31
2024
Q4 		$7.37M Buy
68,469
+12,133
+22% +$1.42M 0.2% 30
2024
Q3 		$6.6M Buy
56,336
+6,513
+13% +$752K 0.19% 30
2024
Q2 		$5.74M Buy
49,823
+172
+0.3% +$20K 0.18% 31
2024
Q1 		$5.77M Buy
49,651
+927
+2% +$97K 0.19% 32
2023
Q4 		$4.87M Buy
48,724
+147
+0.3% +$15.4K 0.17% 33
2023
Q3 		$5.71M Buy
48,577
+176
+0.4% +$19.3K 0.24% 28
2023
Q2 		$5.19M Sell
48,401
-3,823
-7% -$417K 0.21% 30
2023
Q1 		$5.73M Buy
52,224
+1,484
+3% +$164K 0.24% 28
2022
Q4 		$5.6M Buy
+50,740
New +$5.44M 0.26% 31

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cassaday & Co Wealth Management's XOM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its ExxonMobil (XOM) stake by 0.13% in Q2 2026, selling an estimated $11.5K and leaving 60,042 shares worth $8.21M. The position accounts for 0.15% of the portfolio, ranked #37.

Cassaday & Co Wealth Management first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.2M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cassaday & Co Wealth Management held 60,042 shares of ExxonMobil worth $8.21M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 77 ExxonMobil shares in Q2 2026, an estimated $11.5K.
  • ExxonMobil made up 0.15% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Cassaday & Co Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's ExxonMobil position peaked at $10.2M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.