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Cauble & Harre Wealth Management’s ExxonMobil XOM Stock Holding History

Cauble & Harre 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
Q1 		$334K Sell
2,219
-480
-18% -$70K 0.27% 59
2025
Q4 		$325K Buy
+2,699
New +$313K 0.27% 56

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

Cauble & Harre Wealth Management's XOM Position: Q1 2026 in Review

Cauble & Harre Wealth Management reduced its ExxonMobil (XOM) stake by 18% in Q1 2026, selling an estimated $70K and leaving 2,219 shares worth $334K. The position accounts for 0.27% of the portfolio, ranked #59.

Cauble & Harre Wealth Management first reported a position in XOM in Q4 2025 and has held it in 2 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cauble & Harre Wealth Management held 2,219 shares of ExxonMobil worth $334K as of Q1 2026.
  • Cauble & Harre Wealth Management sold 480 ExxonMobil shares in Q1 2026, an estimated $70K.
  • ExxonMobil made up 0.27% of Cauble & Harre Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Cauble & Harre Wealth Management first reported a position in ExxonMobil in Q4 2025 and has held it in 2 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.