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Cape Investment Advisory’s ExxonMobil XOM Stock Holding History

Cape Investment Advisory’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 		$1.17M Sell
8,554
-607
-7% -$90.8K 0.31% 58
2026
Q1 		$1.55M Buy
9,161
+2,858
+45% +$417K 0.52% 43
2025
Q4 		$758K Buy
6,303
+3,072
+95% +$356K 0.23% 80
2025
Q3 		$364K Sell
3,231
-2,661
-45% -$296K 0.36% 72
2025
Q2 		$635K Buy
5,892
+1,416
+32% +$151K 0.23% 79
2025
Q1 		$532K Buy
4,476
+325
+8% +$35.9K 0.21% 85
2024
Q4 		$446K Buy
4,151
+355
+9% +$41.5K 0.17% 97
2024
Q3 		$445K Buy
3,796
+257
+7% +$29.7K 0.18% 95
2024
Q2 		$407K Buy
3,539
+223
+7% +$26K 0.18% 89
2024
Q1 		$385K Sell
3,316
-18
-0.5% -$1.88K 0.18% 91
2023
Q4 		$333K Sell
3,334
-5,274
-61% -$554K 0.16% 97
2023
Q3 		$1.01M Buy
8,608
+5,558
+182% +$610K 0.57% 37
2023
Q2 		$327K Buy
3,050
+122
+4% +$13.3K 0.18% 92
2023
Q1 		$321K Buy
+2,928
New +$324K 0.2% 87

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's XOM Position: Q2 2026 in Review

Cape Investment Advisory reduced its ExxonMobil (XOM) stake by 6.6% in Q2 2026, selling an estimated $90.8K and leaving 8,554 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #58.

Cape Investment Advisory first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.55M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Cape Investment Advisory held 8,554 shares of ExxonMobil worth $1.17M as of Q2 2026.
  • Cape Investment Advisory sold 607 ExxonMobil shares in Q2 2026, an estimated $90.8K.
  • ExxonMobil made up 0.31% of Cape Investment Advisory's portfolio in Q2 2026, its #58 holding.
  • Cape Investment Advisory first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's ExxonMobil position peaked at $1.55M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.