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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
Q2 		$1.8M Sell
13,173
-4,227
-24% -$633K 0.12% 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Performance Advisors's XOM Position: Q2 2026 in Review

Capital Performance Advisors reduced its ExxonMobil (XOM) stake by 24% in Q2 2026, selling an estimated $633K and leaving 13,173 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #84.

Capital Performance Advisors first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.95M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Capital Performance Advisors held 13,173 shares of ExxonMobil worth $1.8M as of Q2 2026.
  • Capital Performance Advisors sold 4,227 ExxonMobil shares in Q2 2026, an estimated $633K.
  • ExxonMobil made up 0.12% of Capital Performance Advisors's portfolio in Q2 2026, its #84 holding.
  • Capital Performance Advisors first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
  • Capital Performance Advisors's ExxonMobil position peaked at $2.95M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.