Capital Advantage’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-14,451
Closed -$2.45M 161
2026
Q1
$2.45M Sell
14,451
-448
-3% -$65.4K 0.32% 46
2025
Q4
$1.79M Buy
14,899
+128
+0.9% +$14.8K 0.24% 48
2025
Q3
$1.67M Sell
14,771
-332
-2% -$36.9K 0.25% 48
2025
Q2
$1.63M Sell
15,103
-240
-2% -$25.7K 0.26% 47
2025
Q1
$1.65M Hold
15,343
0.3% 42
2024
Q4
$1.65M Sell
15,343
-1,056
-6% -$124K 0.3% 42
2024
Q3
$1.92M Sell
16,399
-106
-0.6% -$12.2K 0.37% 36
2024
Q2
$1.85M Buy
16,505
+8
+0% +$932 0.38% 35
2024
Q1
$1.95M Buy
16,497
+329
+2% +$34.4K 0.4% 32
2023
Q4
$1.62M Sell
16,168
-1,243
-7% -$131K 0.33% 29
2023
Q3
$2.05M Buy
17,411
+5,839
+50% +$640K 0.44% 25
2023
Q2
$1.21M Sell
11,572
-2,431
-17% -$265K 0.25% 30
2023
Q1
$1.61M Sell
14,003
-327
-2% -$36.2K 0.34% 28
2022
Q4
$1.58M Buy
14,330
+443
+3% +$47.5K 0.35% 27
2022
Q3
$1.21M Buy
13,887
+550
+4% +$50.2K 0.28% 31
2022
Q2
$1.14M Sell
13,337
-96
-0.7% -$8.66K 0.25% 32
2022
Q1
$1.11M Buy
13,433
+1,237
+10% +$96.2K 0.26% 32
2021
Q4
$891K Buy
12,196
+725
+6% +$45.3K 0.21% 35
2021
Q3
$675K Sell
11,471
-597
-5% -$34K 0.18% 34
2021
Q2
$761K Buy
12,068
+244
+2% +$14.6K 0.2% 33
2021
Q1
$660K Sell
11,824
-529
-4% -$27.7K 0.18% 48
2020
Q4
$537K Sell
12,353
-4,667
-27% -$175K 0.16% 51
2020
Q3
$570K Sell
17,020
-720
-4% -$29.4K 0.19% 45
2020
Q2
$793K Sell
17,740
-87
-0.5% -$3.9K 0.28% 37
2020
Q1
$770K Buy
17,827
+4,072
+30% +$225K 0.3% 35
2019
Q4
$912K Sell
13,755
-3,151
-19% -$218K 0.29% 34
2019
Q3
$1.19M Buy
+16,906
New +$1.22M 0.41% 29
2019
Q1
$1.37M Sell
16,962
-1,373
-7% -$105K 0.49% 28
2018
Q4
$1.25M Sell
18,335
-699
-4% -$54.8K 0.47% 25
2018
Q3
$1.62M Sell
19,034
-284
-1% -$23.2K 0.37% 26
2018
Q2
$1.6M Buy
19,318
+166
+0.9% +$13.2K 0.38% 25
2018
Q1
$1.43M Sell
19,152
-85
-0.4% -$6.79K 0.35% 25
2017
Q4
$1.61M Sell
19,237
-862
-4% -$71.3K 0.41% 23
2017
Q3
$1.65M Sell
20,099
-515
-2% -$40.9K 0.41% 24
2017
Q2
$1.66M Buy
20,614
+332
+2% +$27.2K 0.44% 23
2017
Q1
$1.66M Buy
20,282
+1,009
+5% +$84.3K 0.46% 27
2016
Q4
$1.74M Sell
19,273
-2,268
-11% -$198K 0.5% 26
2016
Q3
$1.88M Sell
21,541
-314
-1% -$27.9K 0.53% 25
2016
Q2
$2.05M Sell
21,855
-365
-2% -$32.3K 0.6% 24
2016
Q1
$1.86M Sell
22,220
-487
-2% -$39K 0.66% 24
2015
Q4
$1.77M Buy
22,707
+253
+1% +$20.2K 0.6% 25
2015
Q3
$1.67M Buy
22,454
+1,442
+7% +$111K 0.65% 24
2015
Q2
$1.75M Buy
21,012
+2,328
+12% +$200K 0.68% 23
2015
Q1
$1.54M Sell
18,684
-1,943
-9% -$172K 0.63% 24
2014
Q4
$1.91M Buy
20,627
+2,041
+11% +$190K 0.79% 22
2014
Q3
$1.75M Sell
18,586
-201
-1% -$20K 0.91% 18
2014
Q2
$1.89M Buy
18,787
+74
+0.4% +$7.46K 1.04% 18
2014
Q1
$1.83M Buy
18,713
+179
+1% +$17.1K 1.27% 13
2013
Q4
$1.88M Buy
+18,534
New +$1.71M 1.26% 14

Other funds holding XOM

Capital Advantage's XOM Position: Q2 2026 in Review

Capital Advantage sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 14,451 shares — an estimated $2.45M sold.

Capital Advantage first reported a position in XOM in Q4 2013 and held it in 49 quarters. The position peaked at $2.45M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Capital Advantage reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Capital Advantage sold 14,451 ExxonMobil shares in Q2 2026, an estimated $2.45M.
  • Capital Advantage first reported a position in ExxonMobil in Q4 2013 and held it in 49 quarters.
  • Capital Advantage's ExxonMobil position peaked at $2.45M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.