Capital & Planning LLC’s ExxonMobil XOM Stock Holding History

Capital & Planning LLC’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	$1.32M	Sell	9,629 -2,095	-18%	-$314K	0.68%	24
2026 Q1	$1.99M	Buy	+11,724	New	+$1.71M	1.21%	20
2025 Q4	–	Sell	-14,155	Closed	-$1.6M	–	38
2025 Q3	$1.6M	Sell	14,155 -2,440	-15%	-$271K	0.99%	21
2025 Q2	$1.79M	Sell	16,595 -2,373	-13%	-$254K	1.21%	21
2025 Q1	$2.26M	Sell	18,968 -392	-2%	-$43.4K	1.68%	15
2024 Q4	$2.08M	Buy	+19,360	New	+$2.26M	1.52%	17

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital & Planning LLC's XOM Position: Q2 2026 in Review

Capital & Planning LLC reduced its ExxonMobil (XOM) stake by 18% in Q2 2026, selling an estimated $314K and leaving 9,629 shares worth $1.32M. The position accounts for 0.68% of the portfolio, ranked #24.

Capital & Planning LLC first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q1 2025. 4,286 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Capital & Planning LLC held 9,629 shares of ExxonMobil worth $1.32M as of Q2 2026.
Capital & Planning LLC sold 2,095 ExxonMobil shares in Q2 2026, an estimated $314K.
ExxonMobil made up 0.68% of Capital & Planning LLC's portfolio in Q2 2026, its #24 holding.
Capital & Planning LLC first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
Capital & Planning LLC's ExxonMobil position peaked at $2.26M in Q1 2025.
4,286 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.