Causey Wealth LLC’s ExxonMobil XOM Stock Holding History

Causey Wealth LLC’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	$2.93M	Buy	21,445 +111	+0.5%	+$16.6K	1.15%	26
2026 Q1	$3.62M	Buy	21,334 +7,228	+51%	+$1.05M	1.54%	22
2025 Q4	$1.7M	Buy	14,106 +709	+5%	+$82.2K	0.77%	31
2025 Q3	$1.51M	Hold	13,397	–	–	0.74%	32
2025 Q2	$1.44M	Hold	13,397	–	–	0.74%	32
2025 Q1	$1.59M	Buy	13,397 +1	+0%	+$111	0.89%	29
2024 Q4	$1.44M	Buy	+13,396	New	+$1.57M	0.84%	29

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Causey Wealth LLC's XOM Position: Q2 2026 in Review

Causey Wealth LLC increased its ExxonMobil (XOM) stake by 0.52% in Q2 2026, buying an estimated $16.6K and bringing the position to 21,445 shares worth $2.93M. The position accounts for 1.15% of the portfolio, ranked #26.

Causey Wealth LLC first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.62M in Q1 2026. 4,234 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Causey Wealth LLC held 21,445 shares of ExxonMobil worth $2.93M as of Q2 2026.
Causey Wealth LLC bought 111 ExxonMobil shares in Q2 2026, an estimated $16.6K.
ExxonMobil made up 1.15% of Causey Wealth LLC's portfolio in Q2 2026, its #26 holding.
Causey Wealth LLC first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's ExxonMobil position peaked at $3.62M in Q1 2026.
4,234 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.