CAWM
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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
Q3 		$1.4M Sell
8,574
-4,098
-32% -$641K 0.16% 81
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

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Advisors Wealth Management's XOM Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its ExxonMobil (XOM) stake by 32% in Q3 2026, selling an estimated $641K and leaving 8,574 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #81.

Capital Advisors Wealth Management first reported a position in XOM in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.13M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Capital Advisors Wealth Management held 8,574 shares of ExxonMobil worth $1.4M as of Q3 2026.
  • Capital Advisors Wealth Management sold 4,098 ExxonMobil shares in Q3 2026, an estimated $641K.
  • ExxonMobil made up 0.16% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Capital Advisors Wealth Management first reported a position in ExxonMobil in Q1 2022 and has held it in 19 quarters since.
  • Capital Advisors Wealth Management's ExxonMobil position peaked at $2.13M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.