Cassaday & Co Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.03M Sell
2025
Q2
$6.82M Buy
2025
Q1
$7.41M Sell
2024
Q4
$7.37M Buy
2024
Q3
$6.6M Buy
2024
Q2
$5.74M Buy
2024
Q1
$5.77M Buy
2023
Q4
$4.87M Buy
2023
Q3
$5.71M Buy
2023
Q2
$5.19M Sell
2023
Q1
$5.73M Buy
2022
Q4
$5.6M Buy