Capital Analysts LLC’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.44M | Buy |
26,165
+9,174
| +54% | +$1.34M | 0.12% | 148 |
|
|
2025
Q4 | $2.04M | Buy |
16,991
+1,766
| +12% | +$205K | 0.06% | 237 |
|
|
2025
Q3 | $1.72M | Buy |
15,225
+698
| +5% | +$77.6K | 0.05% | 240 |
|
|
2025
Q2 | $1.57M | Buy |
14,527
+344
| +2% | +$36.8K | 0.05% | 235 |
|
|
2025
Q1 | $1.69M | Sell |
14,183
-1,168
| -8% | -$129K | 0.06% | 208 |
|
|
2024
Q4 | $1.65M | Buy |
15,351
+3,497
| +30% | +$409K | 0.07% | 200 |
|
|
2024
Q3 | $1.39M | Buy |
11,854
+1,339
| +13% | +$155K | 0.06% | 213 |
|
|
2024
Q2 | $1.21M | Buy |
10,515
+1,766
| +20% | +$206K | 0.05% | 226 |
|
|
2024
Q1 | $1.02M | Buy |
8,749
+367
| +4% | +$38.4K | 0.05% | 239 |
|
|
2023
Q4 | $838K | Sell |
8,382
-606
| -7% | -$63.7K | 0.04% | 248 |
|
|
2023
Q3 | $1.06M | Buy |
8,988
+180
| +2% | +$19.7K | 0.06% | 215 |
|
|
2023
Q2 | $945K | Buy |
8,808
+1,750
| +25% | +$191K | 0.05% | 226 |
|
|
2023
Q1 | $774K | Sell |
7,058
-1,404
| -17% | -$155K | 0.04% | 247 |
|
|
2022
Q4 | $933K | Sell |
8,462
-825
| -9% | -$88.4K | 0.06% | 219 |
|
|
2022
Q3 | $811K | Buy |
9,287
+277
| +3% | +$25.3K | 0.06% | 226 |
|
|
2022
Q2 | $771K | Sell |
9,010
-497
| -5% | -$44.8K | 0.05% | 232 |
|
|
2022
Q1 | $785K | Buy |
9,507
+181
| +2% | +$14.1K | 0.05% | 236 |
|
|
2021
Q4 | $571K | Buy |
9,326
+6
| +0.1% | +$375 | 0.03% | 256 |
|
|
2021
Q3 | $549K | Buy |
9,320
+1,211
| +15% | +$69K | 0.04% | 252 |
|
|
2021
Q2 | $512K | Sell |
8,109
-569
| -7% | -$34K | 0.03% | 254 |
|
|
2021
Q1 | $484K | Buy |
8,678
+3,639
| +72% | +$191K | 0.03% | 252 |
|
|
2020
Q4 | $208K | Sell |
5,039
-779
| -13% | -$29.2K | 0.02% | 239 |
|
|
2020
Q3 | $200K | Buy |
5,818
+992
| +21% | +$40.6K | 0.02% | 246 |
|
|
2020
Q2 | $216K | Sell |
4,826
-189
| -4% | -$8.48K | 0.02% | 215 |
|
|
2020
Q1 | $190K | Sell |
5,015
-116
| -2% | -$6.41K | 0.02% | 215 |
|
|
2019
Q4 | $358K | Sell |
5,131
-122
| -2% | -$8.44K | 0.04% | 202 |
|
|
2019
Q3 | $370K | Sell |
5,253
-304
| -5% | -$22K | 0.04% | 190 |
|
|
2019
Q2 | $426K | Buy |
5,557
+395
| +8% | +$30.6K | 0.05% | 185 |
|
|
2019
Q1 | $417K | Sell |
5,162
-850
| -14% | -$64.8K | 0.05% | 181 |
|
|
2018
Q4 | $410K | Sell |
6,012
-75
| -1% | -$5.88K | 0.05% | 166 |
|
|
2018
Q3 | $518K | Sell |
6,087
-1,998
| -25% | -$163K | 0.06% | 164 |
|
|
2018
Q2 | $669K | Buy |
8,085
+3,203
| +66% | +$255K | 0.08% | 157 |
|
|
2018
Q1 | $364K | Buy |
4,882
+1,053
| +28% | +$84.2K | 0.05% | 167 |
|
|
2017
Q4 | $320K | Sell |
3,829
-475
| -11% | -$39.3K | 0.04% | 173 |
|
|
2017
Q3 | $353K | Buy |
4,304
+244
| +6% | +$19.4K | 0.05% | 164 |
|
|
2017
Q2 | $328K | Hold |
4,060
| – | – | 0.05% | 171 |
|
|
2017
Q1 | $333K | Buy |
4,060
+295
| +8% | +$24.6K | 0.05% | 157 |
|
|
2016
Q4 | $340K | Sell |
3,765
-9,573
| -72% | -$837K | 0.06% | 165 |
|
|
2016
Q3 | $1.16M | Buy |
13,338
+1,956
| +17% | +$174K | 0.22% | 85 |
|
|
2016
Q2 | $1.07M | Buy |
11,382
+29
| +0.3% | +$2.56K | 0.21% | 86 |
|
|
2016
Q1 | $949K | Buy |
11,353
+8,687
| +326% | +$696K | 0.19% | 95 |
|
|
2015
Q4 | $208K | Sell |
2,666
-707
| -21% | -$56.5K | 0.04% | 173 |
|
|
2015
Q3 | $251K | Buy |
3,373
+1,757
| +109% | +$135K | 0.05% | 171 |
|
|
2015
Q2 | $135K | Sell |
1,616
-24,756
| -94% | -$2.13M | 0.03% | 191 |
|
|
2015
Q1 | $2.24M | Sell |
26,372
-7,987
| -23% | -$708K | 0.47% | 53 |
|
|
2014
Q4 | $3.18M | Buy |
34,359
+2,291
| +7% | +$214K | 0.7% | 26 |
|
|
2014
Q3 | $3.02M | Buy |
32,068
+1,627
| +5% | +$162K | 0.71% | 29 |
|
|
2014
Q2 | $3.06M | Buy |
30,441
+1,774
| +6% | +$179K | 0.75% | 26 |
|
|
2014
Q1 | $2.8M | Buy |
28,667
+374
| +1% | +$35.6K | 0.73% | 28 |
|
|
2013
Q4 | $2.86M | Sell |
28,293
-346
| -1% | -$32K | 0.78% | 25 |
|
|
2013
Q3 | $2.46M | Sell |
28,639
-4,071
| -12% | -$367K | 0.74% | 30 |
|
|
2013
Q2 | $2.96M | Buy |
+32,710
| New | +$2.94M | 0.93% | 19 |
|
Other funds holding XOM
VCM
VPM
Capital Analysts LLC's XOM Position: Q1 2026 in Review
Capital Analysts LLC increased its ExxonMobil (XOM) stake by 54% in Q1 2026, buying an estimated $1.34M and bringing the position to 26,165 shares worth $4.44M. The position accounts for 0.12% of the portfolio, ranked #148.
Capital Analysts LLC first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Capital Analysts LLC held 26,165 shares of ExxonMobil worth $4.44M as of Q1 2026.
- Capital Analysts LLC bought 9,174 ExxonMobil shares in Q1 2026, an estimated $1.34M.
- ExxonMobil made up 0.12% of Capital Analysts LLC's portfolio in Q1 2026, its #148 holding.
- Capital Analysts LLC first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.