CPL
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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
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
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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital & Planning LLC's XOM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in ExxonMobil (XOM) in Q1 2026: 11,724 shares worth $1.99M. The stake represents 1.21% of the portfolio and ranks #20 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in XOM as recently as Q3 2025.

Capital & Planning LLC first reported a position in XOM in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.26M in Q1 2025. 4,786 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Capital & Planning LLC held 11,724 shares of ExxonMobil worth $1.99M as of Q1 2026.
  • ExxonMobil was a new Capital & Planning LLC position in Q1 2026.
  • ExxonMobil made up 1.21% of Capital & Planning LLC's portfolio in Q1 2026, its #20 holding.
  • Capital & Planning LLC first reported a position in ExxonMobil in Q4 2024 and has held it in 5 quarters since.
  • Capital & Planning LLC's ExxonMobil position peaked at $2.26M in Q1 2025.
  • 4,786 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.