CAP Partners LLC’s ExxonMobil XOM Stock Holding History

CAP Partners 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	$366K	Sell	2,680 -40	-1%	-$5.99K	0.18%	113
2026 Q1	$462K	Sell	2,720 -927	-25%	-$135K	0.26%	89
2025 Q4	$439K	Buy	3,647 +19	+0.5%	+$2.2K	0.25%	85
2025 Q3	$409K	Buy	3,628 +6	+0.2%	+$667	0.23%	91
2025 Q2	$391K	Sell	3,622 -11	-0.3%	-$1.18K	0.25%	89
2025 Q1	$432K	Sell	3,633 -1,215	-25%	-$134K	0.31%	78
2024 Q4	$521K	Buy	4,848 +6	+0.1%	+$702	0.37%	69
2024 Q3	$568K	Sell	4,842 -102	-2%	-$11.8K	0.42%	59
2024 Q2	$569K	Buy	4,944 +855	+21%	+$99.6K	0.46%	58
2024 Q1	$475K	Sell	4,089 -112	-3%	-$11.7K	0.42%	61
2023 Q4	$420K	Buy	+4,201	New	+$442K	0.42%	57

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

CAP Partners LLC's XOM Position: Q2 2026 in Review

CAP Partners LLC reduced its ExxonMobil (XOM) stake by 1.5% in Q2 2026, selling an estimated $5.99K and leaving 2,680 shares worth $366K. The position accounts for 0.18% of the portfolio, ranked #113.

CAP Partners LLC first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $569K in Q2 2024. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CAP Partners LLC held 2,680 shares of ExxonMobil worth $366K as of Q2 2026.
CAP Partners LLC sold 40 ExxonMobil shares in Q2 2026, an estimated $5.99K.
ExxonMobil made up 0.18% of CAP Partners LLC's portfolio in Q2 2026, its #113 holding.
CAP Partners LLC first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
CAP Partners LLC's ExxonMobil position peaked at $569K in Q2 2024.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.