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Capital Planning Advisors’s ExxonMobil XOM Stock Holding History

Capital Planning 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 		$826K Sell
4,870
-102
-2% -$14.9K 0.12% 86
2025
Q4 		$598K Buy
4,972
+73
+1% +$8.47K 0.08% 109
2025
Q3 		$552K Sell
4,899
-85
-2% -$9.45K 0.08% 106
2025
Q2 		$537K Sell
4,984
-1,095
-18% -$117K 0.08% 92
2025
Q1 		$723K Buy
6,079
+103
+2% +$11.4K 0.11% 87
2024
Q4 		$643K Sell
5,976
-1,885
-24% -$220K 0.1% 92
2024
Q3 		$921K Buy
7,861
+1,674
+27% +$193K 0.14% 78
2024
Q2 		$712K Sell
6,187
-468
-7% -$54.5K 0.12% 83
2024
Q1 		$774K Sell
6,655
-170
-2% -$17.8K 0.14% 81
2023
Q4 		$682K Sell
6,825
-223
-3% -$23.4K 0.13% 82
2023
Q3 		$829K Sell
7,048
-210
-3% -$23K 0.17% 71
2023
Q2 		$778K Sell
7,258
-160
-2% -$17.5K 0.16% 76
2023
Q1 		$813K Sell
7,418
-255
-3% -$28.2K 0.17% 70
2022
Q4 		$846K Sell
7,673
-100
-1% -$10.7K 0.2% 71
2022
Q3 		$679K Buy
7,773
+204
+3% +$18.6K 0.18% 71
2022
Q2 		$648K Buy
7,569
+1,873
+33% +$169K 0.17% 74
2022
Q1 		$470K Buy
5,696
+1,282
+29% +$99.7K 0.1% 109
2021
Q4 		$270K Buy
4,414
+504
+13% +$31.5K 0.05% 136
2021
Q3 		$230K Hold
3,910
– – 0.05% 137
2021
Q2 		$247K Buy
3,910
+36
+0.9% +$2.15K 0.05% 133
2021
Q1 		$216K Buy
+3,874
New +$203K 0.05% 125
2020
Q3 		– Sell
-14,454
Closed -$646K – 133
2020
Q2 		$646K Sell
14,454
-400
-3% -$17.9K 0.19% 77
2020
Q1 		$564K Sell
14,854
-1,151
-7% -$63.6K 0.21% 73
2019
Q4 		$1.12M Sell
16,005
-1,863
-10% -$129K 0.29% 68
2019
Q3 		$1.26M Sell
17,868
-369
-2% -$26.7K 0.37% 59
2019
Q2 		$1.4M Sell
18,237
-730
-4% -$56.5K 0.41% 54
2019
Q1 		$1.53M Buy
18,967
+602
+3% +$45.9K 0.47% 52
2018
Q4 		$1.25M Sell
18,365
-666
-3% -$52.3K 0.46% 51
2018
Q3 		$1.62M Buy
19,031
+15,357
+418% +$1.26M 0.52% 56
2018
Q2 		$304K Sell
3,674
-16,684
-82% -$1.33M 0.14% 98
2018
Q1 		$1.52M Buy
20,358
+50
+0.2% +$4K 0.54% 53
2017
Q4 		$1.7M Buy
20,308
+132
+0.7% +$10.9K 0.6% 47
2017
Q3 		$1.65M Buy
20,176
+275
+1% +$21.8K 0.65% 44
2017
Q2 		$1.61M Sell
19,901
-1,800
-8% -$147K 0.71% 43
2017
Q1 		$1.78M Buy
21,701
+2,978
+16% +$249K 0.88% 30
2016
Q4 		$1.69M Sell
18,723
-7,934
-30% -$693K 0.9% 26
2016
Q3 		$2.33M Buy
26,657
+55
+0.2% +$4.88K 1.24% 24
2016
Q2 		$2.49M Sell
26,602
-165
-0.6% -$14.6K 1.39% 22
2016
Q1 		$2.24M Sell
26,767
-3,552
-12% -$284K 1.08% 22
2015
Q4 		$2.36M Sell
30,319
-2,598
-8% -$208K 1.38% 22
2015
Q3 		$2.45M Sell
32,917
-6,765
-17% -$521K 1.61% 18
2015
Q2 		$3.3M Sell
39,682
-1,410
-3% -$121K 1.94% 10
2015
Q1 		$3.49M Buy
41,092
+1,794
+5% +$159K 2.43% 8
2014
Q4 		$3.63M Buy
+39,298
New +$3.66M 3.16% 4

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 Planning Advisors's XOM Position: Q1 2026 in Review

Capital Planning Advisors reduced its ExxonMobil (XOM) stake by 2.1% in Q1 2026, selling an estimated $14.9K and leaving 4,870 shares worth $826K. The position accounts for 0.12% of the portfolio, ranked #86.

Capital Planning Advisors first reported a position in XOM in Q4 2014 and has held it in 44 quarters since. The position peaked at $3.63M in Q4 2014. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Capital Planning Advisors held 4,870 shares of ExxonMobil worth $826K as of Q1 2026.
  • Capital Planning Advisors sold 102 ExxonMobil shares in Q1 2026, an estimated $14.9K.
  • ExxonMobil made up 0.12% of Capital Planning Advisors's portfolio in Q1 2026, its #86 holding.
  • Capital Planning Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 44 quarters since.
  • Capital Planning Advisors's ExxonMobil position peaked at $3.63M in Q4 2014.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.