Cassaday & Co Wealth Management LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1963612 MCLEAN, VA

Position in XOM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,208,942

-$1,990,847 QoQ

Shares Held

60,042

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#863

of 3,870 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $11,529,213 across 9 Oil & Gas Integrated names. XOM ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	60,042	$8,208,942
2	CVX	Chevron Corp	16,737	$2,774,325
3	SHEL	Shell plc	3,612	$280,074
4	BP	Bp PLC	2,445	$90,342
5	E	Eni Spa	1,500	$70,290
6	SU	Suncor Energy Inc	804	$43,158
7	TTE	TotalEnergies SE	400	$31,104
8	NFG	National Fuel Gas Co	400	$30,884

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,208,942	60,042	-0.1%	Shares	Sole	2026-08-10
2026-03-31	$10,199,789	60,119	-1.6%	Shares	Sole	2026-05-07
2025-12-31	$7,349,284	61,071	-2.1%	Shares	Sole	2026-02-03
2025-09-30	$7,033,457	62,381	-1.4%	Shares	Sole	2025-11-07
2025-06-30	$6,821,476	63,279	+1.6%	Shares	Sole	2025-08-05
2025-03-31	$7,410,290	62,308	-9.0%	Shares	Sole	2025-05-05
2024-12-31	$7,365,210	68,469	+21.5%	Shares	Sole	2025-02-03
2024-09-30	$6,603,705	56,336	+13.1%	Shares	Sole	2024-11-07
2024-06-30	$5,735,623	49,823	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$5,771,432	49,651	+1.9%	Shares	Sole	2024-05-08
2023-12-31	$4,871,425	48,724	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$5,711,683	48,577	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$5,191,007	48,401	-7.3%	Shares	Sole	2023-08-07
2023-03-31	$5,726,883	52,224	+2.9%	Shares	Sole	2023-05-03
2022-12-31	$5,596,622	50,740	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.