Capital Investment Advisors’s ExxonMobil XOM Stock Holding History

Capital Investment Advisors’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	$39.5M	Buy	232,739 +1,251	+0.5%	+$183K	0.58%	52
2025 Q4	$27.9M	Buy	231,488 +14,233	+7%	+$1.65M	0.42%	64
2025 Q3	$24.5M	Buy	217,255 +665	+0.3%	+$73.9K	0.4%	64
2025 Q2	$23.3M	Sell	216,590 -2,301	-1%	-$246K	0.42%	67
2025 Q1	$26M	Buy	218,891 +9,337	+4%	+$1.03M	0.51%	58
2024 Q4	$22.5M	Buy	209,554 +647	+0.3%	+$75.7K	0.46%	60
2024 Q3	$24.5M	Buy	208,907 +5,402	+3%	+$624K	0.5%	58
2024 Q2	$23.4M	Buy	203,505 +6,003	+3%	+$699K	0.53%	56
2024 Q1	$23M	Buy	197,502 +4,444	+2%	+$465K	0.54%	57
2023 Q4	$19.3M	Buy	193,058 +4,492	+2%	+$472K	0.48%	57
2023 Q3	$22.2M	Buy	188,566 +1,768	+0.9%	+$194K	0.61%	46
2023 Q2	$20M	Buy	186,798 +15,657	+9%	+$1.71M	0.61%	44
2023 Q1	$18.8M	Buy	171,141 +4,524	+3%	+$500K	0.55%	51
2022 Q4	$18.4M	Buy	166,617 +12,760	+8%	+$1.37M	0.56%	50
2022 Q3	$13.4M	Buy	153,857 +14,789	+11%	+$1.35M	0.46%	61
2022 Q2	$11.9M	Buy	139,068 +6,421	+5%	+$579K	0.4%	64
2022 Q1	$11M	Sell	132,647 -1,725	-1%	-$134K	0.33%	70
2021 Q4	$8.22M	Sell	134,372 -2,078	-2%	-$130K	0.25%	84
2021 Q3	$8.03M	Buy	136,450 +735	+0.5%	+$41.9K	0.27%	81
2021 Q2	$8.56M	Sell	135,715 -1,100	-0.8%	-$65.7K	0.3%	76
2021 Q1	$7.64M	Buy	136,815 +5,592	+4%	+$293K	0.29%	78
2020 Q4	$5.41M	Sell	131,223 -9,605	-7%	-$360K	0.23%	88
2020 Q3	$4.83M	Sell	140,828 -9,405	-6%	-$384K	0.23%	89
2020 Q2	$6.72M	Sell	150,233 -497	-0.3%	-$22.3K	0.35%	63
2020 Q1	$5.72M	Buy	150,730 +6,055	+4%	+$334K	0.37%	62
2019 Q4	$10.1M	Sell	144,675 -5,856	-4%	-$405K	0.49%	51
2019 Q3	$10.6M	Sell	150,531 -984	-0.6%	-$71.2K	0.56%	42
2019 Q2	$11.6M	Sell	151,515 -51,697	-25%	-$4M	0.64%	35
2019 Q1	$16.4M	Buy	203,212 +8,241	+4%	+$628K	0.96%	26
2018 Q4	$13.3M	Buy	194,971 +13,714	+8%	+$1.08M	0.89%	28
2018 Q3	$15.4M	Buy	181,257 +8,133	+5%	+$665K	0.91%	27
2018 Q2	$14.3M	Buy	173,124 +52,587	+44%	+$4.19M	0.89%	29
2018 Q1	$8.99M	Buy	120,537 +8,945	+8%	+$715K	0.59%	37
2017 Q4	$9.33M	Buy	111,592 +17,055	+18%	+$1.41M	0.61%	37
2017 Q3	$7.75M	Buy	94,537 +5,514	+6%	+$438K	0.53%	44
2017 Q2	$7.19M	Buy	89,023 +12,058	+16%	+$987K	0.51%	47
2017 Q1	$6.31M	Buy	76,965 +5,913	+8%	+$494K	0.48%	49
2016 Q4	$6.41M	Sell	71,052 -169	-0.2%	-$14.8K	0.54%	43
2016 Q3	$6.22M	Buy	71,221 +2,838	+4%	+$252K	0.55%	43
2016 Q2	$6.41M	Buy	68,383 +2,953	+5%	+$261K	0.6%	41
2016 Q1	$5.47M	Buy	65,430 +3,992	+6%	+$320K	0.54%	44
2015 Q4	$4.79M	Buy	61,438 +1,274	+2%	+$102K	0.49%	49
2015 Q3	$4.47M	Buy	60,164 +1,868	+3%	+$144K	0.5%	47
2015 Q2	$4.85M	Sell	58,296 -1,818	-3%	-$156K	0.52%	47
2015 Q1	$5.11M	Buy	60,114 +1,724	+3%	+$153K	0.54%	46
2014 Q4	$5.4M	Buy	58,390 +2,208	+4%	+$206K	0.6%	45
2014 Q3	$5.28M	Buy	56,182 +4,468	+9%	+$445K	0.6%	47
2014 Q2	$5.21M	Sell	51,714 -216	-0.4%	-$21.8K	0.6%	45
2014 Q1	$5.07M	Sell	51,930 -212	-0.4%	-$20.2K	0.64%	44
2013 Q4	$5.28M	Buy	+52,142	New	+$4.82M	0.7%	36

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Investment Advisors increased its ExxonMobil (XOM) stake by 0.54% in Q1 2026, buying an estimated $183K and bringing the position to 232,739 shares worth $39.5M. The position accounts for 0.58% of the portfolio, ranked #52.

Capital Investment Advisors first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Capital Investment Advisors held 232,739 shares of ExxonMobil worth $39.5M as of Q1 2026.
Capital Investment Advisors bought 1,251 ExxonMobil shares in Q1 2026, an estimated $183K.
ExxonMobil made up 0.58% of Capital Investment Advisors's portfolio in Q1 2026, its #52 holding.
Capital Investment Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.