Capital Management Associates Inc’s ExxonMobil XOM Stock Holding History

Capital Management Associates Inc’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	–	Sell	-2,548	Closed	-$432K	–	166
2026 Q1	$432K	Sell	2,548 -162	-6%	-$23.6K	0.1%	104
2025 Q4	$326K	Sell	2,710 -250	-8%	-$29K	0.07%	120
2025 Q3	$334K	Buy	+2,960	New	+$329K	0.09%	103
2025 Q2	–	Sell	-2,898	Closed	-$345K	–	148
2025 Q1	$345K	Buy	+2,898	New	+$320K	0.08%	97

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 Management Associates Inc's XOM Position: Q2 2026 in Review

Capital Management Associates Inc sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,548 shares — an estimated $432K sold.

Capital Management Associates Inc first reported a position in XOM in Q1 2025 and held it in 4 quarters. The position peaked at $432K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Capital Management Associates Inc reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Capital Management Associates Inc sold 2,548 ExxonMobil shares in Q2 2026, an estimated $432K.
Capital Management Associates Inc first reported a position in ExxonMobil in Q1 2025 and held it in 4 quarters.
Capital Management Associates Inc's ExxonMobil position peaked at $432K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.