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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
Q2 		– Sell
-2,219
Closed -$334K – 77
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 $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 $3.38T AUM 44.17% 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

Cauble & Harre Wealth Management's XOM Position: Q2 2026 in Review

Cauble & Harre Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,219 shares — an estimated $334K sold.

Cauble & Harre Wealth Management first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $334K in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cauble & Harre Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Cauble & Harre Wealth Management sold 2,219 ExxonMobil shares in Q2 2026, an estimated $334K.
  • Cauble & Harre Wealth Management first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Cauble & Harre Wealth Management's ExxonMobil position peaked at $334K in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.