Capital Advisors Wealth Management’s ExxonMobil XOM Stock Holding History

Capital Advisors Wealth Management’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	$1.73M	Buy	12,672 +115	+0.9%	+$17.2K	0.2%	73
2026 Q1	$2.13M	Buy	12,557 +4,339	+53%	+$633K	0.29%	63
2025 Q4	$989K	Buy	8,218 +85	+1%	+$9.86K	0.13%	87
2025 Q3	$917K	Buy	8,133 +872	+12%	+$96.9K	0.13%	83
2025 Q2	$783K	Buy	7,261 +179	+3%	+$19.1K	0.12%	88
2025 Q1	$842K	Buy	7,082 +115	+2%	+$12.7K	0.15%	75
2024 Q4	$749K	Buy	6,967 +241	+4%	+$28.2K	0.13%	76
2024 Q3	$788K	Buy	6,726 +60	+0.9%	+$6.93K	0.15%	75
2024 Q2	$767K	Buy	6,666 +898	+16%	+$105K	0.15%	66
2024 Q1	$670K	Buy	5,768 +22	+0.4%	+$2.3K	0.14%	72
2023 Q4	$574K	Sell	5,746 -628	-10%	-$66K	0.13%	73
2023 Q3	$749K	Buy	6,374 +87	+1%	+$9.54K	0.2%	63
2023 Q2	$674K	Buy	6,287 +386	+7%	+$42.1K	0.17%	69
2023 Q1	$647K	Buy	5,901 +212	+4%	+$23.4K	0.18%	69
2022 Q4	$628K	Buy	5,689 +844	+17%	+$90.4K	0.19%	63
2022 Q3	$423K	Buy	4,845 +7	+0.1%	+$639	0.14%	78
2022 Q2	$414K	Buy	4,838 +547	+13%	+$49.3K	0.13%	76
2022 Q1	$354K	Buy	+4,291	New	+$334K	0.11%	86

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Capital Advisors Wealth Management's XOM Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its ExxonMobil (XOM) stake by 0.92% in Q2 2026, buying an estimated $17.2K and bringing the position to 12,672 shares worth $1.73M. The position accounts for 0.2% of the portfolio, ranked #73.

Capital Advisors Wealth Management first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.13M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Capital Advisors Wealth Management held 12,672 shares of ExxonMobil worth $1.73M as of Q2 2026.
Capital Advisors Wealth Management bought 115 ExxonMobil shares in Q2 2026, an estimated $17.2K.
ExxonMobil made up 0.2% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #73 holding.
Capital Advisors Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
Capital Advisors Wealth Management's ExxonMobil position peaked at $2.13M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.