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Capital Performance Advisors’s ExxonMobil XOM Stock Holding History

Capital Performance 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 		$2.95M Buy
17,400
+1,654
+11% +$241K 0.2% 57
2025
Q4 		$1.89M Buy
15,746
+7,332
+87% +$850K 0.13% 75
2025
Q3 		$949K Buy
8,414
+1,464
+21% +$163K 0.16% 75
2025
Q2 		$749K Sell
6,950
-548
-7% -$58.6K 0.15% 75
2025
Q1 		$892K Buy
7,498
+4,835
+182% +$535K 0.2% 63
2024
Q4 		$286K Sell
2,663
-894
-25% -$105K 0.09% 100
2024
Q3 		$417K Buy
3,557
+1,343
+61% +$155K 0.13% 60
2024
Q2 		$255K Buy
+2,214
New +$258K 0.1% 76

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Performance Advisors increased its ExxonMobil (XOM) stake by 11% in Q1 2026, buying an estimated $241K and bringing the position to 17,400 shares worth $2.95M. The position accounts for 0.2% of the portfolio, ranked #57.

Capital Performance Advisors first reported a position in XOM in Q2 2024 and has held it in 8 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Capital Performance Advisors held 17,400 shares of ExxonMobil worth $2.95M as of Q1 2026.
  • Capital Performance Advisors bought 1,654 ExxonMobil shares in Q1 2026, an estimated $241K.
  • ExxonMobil made up 0.2% of Capital Performance Advisors's portfolio in Q1 2026, its #57 holding.
  • Capital Performance Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 8 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.