A detailed history of Cassaday & CO Wealth Management LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 56,336 shares of XOM stock, worth $6.87 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
56,336
Previous 49,823 13.07%
Holding current value
$6.87 Million
Previous $5.74 Million 15.14%
% of portfolio
0.19%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$109.72 - $119.0 $714,606 - $775,047
6,513 Added 13.07%
56,336 $6.6 Million
Q2 2024

Jul 30, 2024

BUY
$108.36 - $122.2 $18,637 - $21,018
172 Added 0.35%
49,823 $5.74 Million
Q1 2024

May 08, 2024

BUY
$96.8 - $116.24 $89,733 - $107,754
927 Added 1.9%
49,651 $5.77 Million
Q4 2023

Feb 09, 2024

BUY
$98.05 - $115.83 $14,413 - $17,027
147 Added 0.3%
48,724 $4.87 Million
Q3 2023

Nov 06, 2023

BUY
$100.92 - $120.2 $17,761 - $21,155
176 Added 0.36%
48,577 $5.71 Million
Q2 2023

Aug 07, 2023

SELL
$102.18 - $118.34 $390,634 - $452,413
-3,823 Reduced 7.32%
48,401 $5.19 Million
Q1 2023

May 03, 2023

BUY
$99.84 - $119.17 $148,162 - $176,848
1,484 Added 2.92%
52,224 $5.73 Million
Q4 2022

Feb 07, 2023

BUY
$91.92 - $114.2 $4.66 Million - $5.79 Million
50,740 New
50,740 $0

Others Institutions Holding XOM

About EXXON MOBIL CORP


  • Ticker XOM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 4,167,640,064
  • Market Cap $508B
  • Description
  • Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty produ...
More about XOM
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.