CAI
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Capital Advisors Inc’s ExxonMobil XOM Stock Holding History

Capital Advisors Inc’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
Q1 		$134M Buy
790,896
+15,498
+2% +$2.26M 2.16% 9
2025
Q4 		$93.3M Buy
775,398
+26,287
+4% +$3.05M 1.5% 13
2025
Q3 		$84.5M Buy
749,111
+11,730
+2% +$1.3M 1.41% 15
2025
Q2 		$79.5M Buy
737,381
+21,843
+3% +$2.33M 1.43% 14
2025
Q1 		$85.1M Buy
715,538
+8,507
+1% +$941K 1.69% 12
2024
Q4 		$76.1M Buy
707,031
+4,870
+0.7% +$570K 1.52% 14
2024
Q3 		$82.3M Buy
702,161
+30,088
+4% +$3.47M 1.65% 13
2024
Q2 		$77.4M Sell
672,073
-9,994
-1% -$1.16M 1.6% 13
2024
Q1 		$79.3M Buy
682,067
+23,519
+4% +$2.46M 1.7% 11
2023
Q4 		$65.8M Buy
658,548
+9,528
+1% +$1M 1.47% 14
2023
Q3 		$76.3M Buy
649,020
+23,734
+4% +$2.6M 2% 7
2023
Q2 		$67.1M Buy
625,286
+15,318
+3% +$1.67M 1.7% 11
2023
Q1 		$66.9M Sell
609,968
-86,977
-12% -$9.62M 1.8% 8
2022
Q4 		$76.9M Sell
696,945
-3,445
-0.5% -$369K 2.18% 6
2022
Q3 		$69.5M Buy
700,390
+9,971
+1% +$910K 2.15% 7
2022
Q2 		$59.1M Buy
690,419
+17,168
+3% +$1.55M 1.77% 11
2022
Q1 		$55.6M Buy
673,251
+12,357
+2% +$961K 1.52% 14
2021
Q4 		$40.4M Buy
660,894
+582,556
+744% +$36.4M 1.08% 28
2021
Q3 		$4.61M Sell
78,338
-3,662
-4% -$209K 0.14% 99
2021
Q2 		$5.17M Sell
82,000
-6,258
-7% -$374K 0.16% 100
2021
Q1 		$4.93M Sell
88,258
-5,317
-6% -$279K 0.16% 97
2020
Q4 		$3.86M Sell
93,575
-5,630
-6% -$211K 0.14% 93
2020
Q3 		$3.41M Buy
99,205
+8,968
+10% +$367K 0.14% 93
2020
Q2 		$3.94M Sell
90,237
-42,522
-32% -$1.91M 0.16% 88
2020
Q1 		$5.04M Sell
132,759
-1,393,412
-91% -$76.9M 0.27% 74
2019
Q4 		$106M Sell
1,526,171
-8,302
-0.5% -$574K 4.62% 2
2019
Q3 		$118M Hold
1,534,473
– – 5.81% 3
2019
Q2 		$118M Buy
1,534,473
+42,099
+3% +$3.26M 5.81% 3
2019
Q1 		$121M Sell
1,492,374
-41,726
-3% -$3.18M 12.9% 3
2018
Q4 		$105M Buy
1,534,100
+2,648
+0.2% +$208K 6.8% 3
2018
Q3 		$130M Sell
1,531,452
-104,128
-6% -$8.51M 7.75% 1
2018
Q2 		$135M Sell
1,635,580
-5,246
-0.3% -$418K 8.14% 1
2018
Q1 		$122M Buy
1,640,826
+4,786
+0.3% +$383K 7.34% 2
2017
Q4 		$137M Buy
1,636,040
+63,692
+4% +$5.27M 8.02% 1
2017
Q3 		$129M Sell
1,572,348
-910
-0.1% -$72.3K 7.89% 1
2017
Q2 		$127M Buy
1,573,258
+500
+0% +$40.9K 7.91% 1
2017
Q1 		$129M Sell
1,572,758
-3,107
-0.2% -$260K 8.43% 1
2016
Q4 		$142M Buy
1,575,865
+1,519,826
+2,712% +$133M 9.9% 1
2016
Q3 		$4.89M Buy
56,039
+656
+1% +$58.2K 0.73% 57
2016
Q2 		$5.19M Sell
55,383
-664
-1% -$58.7K 0.8% 58
2016
Q1 		$4.68M Buy
56,047
+2,213
+4% +$177K 0.77% 58
2015
Q4 		$4.2M Buy
53,834
+4,322
+9% +$345K 0.74% 58
2015
Q3 		$3.68M Sell
49,512
-2,332
-4% -$180K 0.66% 61
2015
Q2 		$4.31M Sell
51,844
-1,623,496
-97% -$140M 0.74% 56
2015
Q1 		$142M Buy
1,675,340
+1,624,622
+3,203% +$144M 17.53% 1
2014
Q4 		$4.69M Sell
50,718
-4,625
-8% -$431K 0.87% 52
2014
Q3 		$5.21M Buy
55,343
+104
+0.2% +$10.4K 1.07% 52
2014
Q2 		$5.56M Buy
55,239
+1,246
+2% +$126K 1.08% 53
2014
Q1 		$5.27M Buy
53,993
+17,114
+46% +$1.63M 1.15% 47
2013
Q4 		$3.73M Buy
36,879
+2,525
+7% +$233K 0.82% 54
2013
Q3 		$2.96M Buy
34,354
+4,448
+15% +$401K 0.71% 54
2013
Q2 		$2.7M Buy
+29,906
New +$2.69M 0.73% 54

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Advisors Inc's XOM Position: Q1 2026 in Review

Capital Advisors Inc increased its ExxonMobil (XOM) stake by 2% in Q1 2026, buying an estimated $2.26M and bringing the position to 790,896 shares worth $134M. The position accounts for 2.16% of the portfolio, ranked #9.

Capital Advisors Inc first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $142M in Q1 2015. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Capital Advisors Inc held 790,896 shares of ExxonMobil worth $134M as of Q1 2026.
  • Capital Advisors Inc bought 15,498 ExxonMobil shares in Q1 2026, an estimated $2.26M.
  • ExxonMobil made up 2.16% of Capital Advisors Inc's portfolio in Q1 2026, its #9 holding.
  • Capital Advisors Inc first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Capital Advisors Inc's ExxonMobil position peaked at $142M in Q1 2015.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.