Cassady Schiller Wealth Management’s ExxonMobil XOM Stock Holding History

Cassady Schiller 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
2024 Q4	$1.12M	Buy	10,456 +130	+1%	+$15.2K	0.41%	42
2024 Q3	$1.21M	Buy	10,326 +1,337	+15%	+$154K	0.44%	41
2024 Q2	$1.03M	Buy	8,989 +421	+5%	+$49K	0.42%	41
2024 Q1	$996K	Buy	8,568 +1,528	+22%	+$160K	0.44%	41
2023 Q4	$704K	Hold	7,040	–	–	0.35%	46
2023 Q3	$828K	Sell	7,040 -464	-6%	-$50.9K	0.46%	43
2023 Q2	$805K	Sell	7,504 -400	-5%	-$43.6K	0.44%	44
2023 Q1	$867K	Buy	7,904 +600	+8%	+$66.4K	0.41%	43
2022 Q4	$806K	Sell	7,304 -1,314	-15%	-$141K	0.5%	43
2022 Q3	$752K	Buy	8,618 +537	+7%	+$49K	0.43%	44
2022 Q2	$692K	Buy	8,081 +49	+0.6%	+$4.42K	0.36%	47
2022 Q1	$663K	Buy	8,032 +2,618	+48%	+$204K	0.32%	50
2021 Q4	$331K	Buy	+5,414	New	+$338K	0.2%	72

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassady Schiller Wealth Management's XOM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its ExxonMobil (XOM) stake by 1.3% in Q4 2024, buying an estimated $15.2K and bringing the position to 10,456 shares worth $1.12M. The position accounts for 0.41% of the portfolio, ranked #42.

Cassady Schiller Wealth Management first reported a position in XOM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2024. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

Cassady Schiller Wealth Management held 10,456 shares of ExxonMobil worth $1.12M as of Q4 2024.
Cassady Schiller Wealth Management bought 130 ExxonMobil shares in Q4 2024, an estimated $15.2K.
ExxonMobil made up 0.41% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #42 holding.
Cassady Schiller Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's ExxonMobil position peaked at $1.21M in Q3 2024.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.