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Cassia Capital Partners’s ExxonMobil XOM Stock Holding History

Cassia Capital Partners’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 		$2.11M Buy
12,416
+330
+3% +$48.2K 1.08% 15
2025
Q4 		$1.45M Sell
12,086
-201
-2% -$23.3K 0.79% 28
2025
Q3 		$1.39M Buy
12,287
+1,543
+14% +$172K 0.76% 29
2025
Q2 		$1.16M Buy
10,744
+224
+2% +$23.9K 0.7% 30
2025
Q1 		$1.25M Buy
10,520
+3,320
+46% +$367K 0.78% 22
2024
Q4 		$775K Buy
7,200
+5,359
+291% +$627K 0.49% 42
2024
Q3 		$216K Buy
1,841
+27
+1% +$3.12K 0.14% 56
2024
Q2 		$209K Sell
1,814
-2,989
-62% -$348K 0.14% 59
2024
Q1 		$558K Sell
4,803
-22
-0.5% -$2.3K 0.37% 52
2023
Q4 		$482K Sell
4,825
-300
-6% -$31.5K 0.4% 47
2023
Q3 		$603K Hold
5,125
– – 0.49% 22
2023
Q2 		$550K Sell
5,125
-2,209
-30% -$241K 0.43% 24
2023
Q1 		$804K Sell
7,334
-75
-1% -$8.3K 0.65% 14
2022
Q4 		$817K Buy
+7,409
New +$794K 0.67% 14
2022
Q3 		– Sell
-3,044
Closed -$261K – 55
2022
Q2 		$261K Buy
3,044
+119
+4% +$10.7K 0.26% 39
2022
Q1 		$242K Buy
+2,925
New +$227K 0.19% 51

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

Cassia Capital Partners's XOM Position: Q1 2026 in Review

Cassia Capital Partners increased its ExxonMobil (XOM) stake by 2.7% in Q1 2026, buying an estimated $48.2K and bringing the position to 12,416 shares worth $2.11M. The position accounts for 1.08% of the portfolio, ranked #15.

Cassia Capital Partners first reported a position in XOM in Q1 2022 and has held it in 16 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cassia Capital Partners held 12,416 shares of ExxonMobil worth $2.11M as of Q1 2026.
  • Cassia Capital Partners bought 330 ExxonMobil shares in Q1 2026, an estimated $48.2K.
  • ExxonMobil made up 1.08% of Cassia Capital Partners's portfolio in Q1 2026, its #15 holding.
  • Cassia Capital Partners first reported a position in ExxonMobil in Q1 2022 and has held it in 16 quarters since.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.