Capital Asset Advisory Services’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 | $7.35M | Buy |
53,763
+173
| +0.3% | +$25.9K | 0.27% | 58 |
|
|
2026
Q1 | $7.91M | Sell |
53,590
-2,239
| -4% | -$327K | 0.3% | 45 |
|
|
2025
Q4 | $6.76M | Sell |
55,829
-2,021
| -3% | -$234K | 0.27% | 50 |
|
|
2025
Q3 | $6.52M | Buy |
57,850
+3,136
| +6% | +$349K | 0.28% | 47 |
|
|
2025
Q2 | $5.98M | Sell |
54,714
-5,382
| -9% | -$575K | 0.28% | 48 |
|
|
2025
Q1 | $7.13M | Sell |
60,096
-1,063
| -2% | -$118K | 0.36% | 41 |
|
|
2024
Q4 | $6.6M | Buy |
61,159
+2,175
| +4% | +$254K | 0.32% | 45 |
|
|
2024
Q3 | $7.2M | Buy |
58,984
+1,640
| +3% | +$189K | 0.36% | 44 |
|
|
2024
Q2 | $6.36M | Buy |
57,344
+702
| +1% | +$81.8K | 0.34% | 44 |
|
|
2024
Q1 | $6.87M | Buy |
56,642
+5,025
| +10% | +$526K | 0.39% | 39 |
|
|
2023
Q4 | $5.16M | Buy |
51,617
+2,694
| +6% | +$283K | 0.32% | 44 |
|
|
2023
Q3 | $5.21M | Buy |
48,923
+4,426
| +10% | +$485K | 0.36% | 41 |
|
|
2023
Q2 | $4.49M | Buy |
44,497
+3,565
| +9% | +$389K | 0.31% | 39 |
|
|
2023
Q1 | $4.49M | Buy |
40,932
+2,555
| +7% | +$283K | 0.33% | 37 |
|
|
2022
Q4 | $4.3M | Buy |
38,377
+413
| +1% | +$44.3K | 0.34% | 35 |
|
|
2022
Q3 | $3.31M | Buy |
37,964
+1,778
| +5% | +$162K | 0.43% | 26 |
|
|
2022
Q2 | $3.1M | Buy |
36,186
+304
| +0.8% | +$27.4K | 0.34% | 42 |
|
|
2022
Q1 | $2.96M | Buy |
35,882
+5,341
| +17% | +$415K | 0.32% | 44 |
|
|
2021
Q4 | $1.87M | Sell |
30,541
-184
| -0.6% | -$11.5K | 0.2% | 69 |
|
|
2021
Q3 | $1.81M | Sell |
30,725
-1,699
| -5% | -$96.8K | 0.2% | 67 |
|
|
2021
Q2 | $2.04M | Buy |
32,424
+1,786
| +6% | +$107K | 0.22% | 61 |
|
|
2021
Q1 | $1.71M | Buy |
30,638
+3,148
| +11% | +$165K | 0.26% | 63 |
|
|
2020
Q4 | $1.13M | Buy |
27,490
+1,105
| +4% | +$41.4K | 0.2% | 86 |
|
|
2020
Q3 | $906K | Sell |
26,385
-1,057
| -4% | -$43.2K | 0.19% | 93 |
|
|
2020
Q2 | $1.23M | Buy |
27,442
+1,281
| +5% | +$57.5K | 0.26% | 71 |
|
|
2020
Q1 | $1.12M | Buy |
26,161
+5,466
| +26% | +$302K | 0.3% | 63 |
|
|
2019
Q4 | $1.27M | Buy |
20,695
+17,551
| +558% | +$1.21M | 0.3% | 63 |
|
|
2019
Q3 | $222K | Sell |
3,144
-35
| -1% | -$2.53K | 0.15% | 109 |
|
|
2019
Q2 | $244K | Buy |
3,179
+9
| +0.3% | +$697 | 0.19% | 93 |
|
|
2019
Q1 | $256K | Sell |
3,170
-24
| -0.8% | -$1.83K | 0.33% | 63 |
|
|
2018
Q4 | $218K | Hold |
3,194
| – | – | 0.21% | 96 |
|
|
2018
Q3 | $272K | Hold |
3,194
| – | – | 0.23% | 91 |
|
|
2018
Q2 | $264K | Sell |
3,194
-345
| -10% | -$27.5K | 0.24% | 84 |
|
|
2018
Q1 | $2.41M | Buy |
3,539
+345
| +11% | +$27.6K | 2.23% | 7 |
|
|
2017
Q4 | $267K | Sell |
3,194
-50
| -2% | -$4.13K | 0.24% | 90 |
|
|
2017
Q3 | $266K | Buy |
3,244
+100
| +3% | +$7.94K | 0.24% | 91 |
|
|
2017
Q2 | $254K | Sell |
3,144
-165
| -5% | -$13.5K | 0.16% | 115 |
|
|
2017
Q1 | $271K | Sell |
3,309
-85
| -3% | -$7.1K | 0.2% | 80 |
|
|
2016
Q4 | $306K | Hold |
3,394
| – | – | 0.26% | 68 |
|
|
2016
Q3 | $296K | Hold |
3,394
| – | – | 0.39% | 46 |
|
|
2016
Q2 | $318K | Buy |
3,394
+15
| +0.4% | +$1.33K | 0.42% | 46 |
|
|
2016
Q1 | $282K | Sell |
3,379
-85
| -2% | -$6.81K | 0.31% | 60 |
|
|
2015
Q4 | $270K | Buy |
+3,464
| New | +$277K | 0.38% | 46 |
|
Other funds holding XOM
Capital Asset Advisory Services's XOM Position: Q2 2026 in Review
Capital Asset Advisory Services increased its ExxonMobil (XOM) stake by 0.32% in Q2 2026, buying an estimated $25.9K and bringing the position to 53,763 shares worth $7.35M. The position accounts for 0.27% of the portfolio, ranked #58.
Capital Asset Advisory Services first reported a position in XOM in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.91M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Capital Asset Advisory Services held 53,763 shares of ExxonMobil worth $7.35M as of Q2 2026.
- Capital Asset Advisory Services bought 173 ExxonMobil shares in Q2 2026, an estimated $25.9K.
- ExxonMobil made up 0.27% of Capital Asset Advisory Services's portfolio in Q2 2026, its #58 holding.
- Capital Asset Advisory Services first reported a position in ExxonMobil in Q4 2015 and has held it in 43 quarters since.
- Capital Asset Advisory Services's ExxonMobil position peaked at $7.91M in Q1 2026.
- 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.