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Capital Planning’s ExxonMobil XOM Stock Holding History

Capital Planning’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
Q3 		$275K Buy
1,689
+18
+1% +$2.81K 0.07% 75
2026
Q2 		$228K Hold
1,671
– – 0.07% 83
2026
Q1 		$284K Buy
+1,671
New +$244K 0.09% 70
2023
Q4 		– Sell
-2,065
Closed -$243K – 78
2023
Q3 		$243K Buy
2,065
+75
+4% +$8.23K 0.1% 69
2023
Q2 		$213K Buy
+1,990
New +$217K 0.08% 70
2023
Q1 		– Sell
-1,990
Closed -$219K – 76
2022
Q4 		$219K Buy
+1,990
New +$213K 0.1% 73

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Planning's XOM Position: Q3 2026 in Review

Capital Planning increased its ExxonMobil (XOM) stake by 1.1% in Q3 2026, buying an estimated $2.81K and bringing the position to 1,689 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #75.

Capital Planning first reported a position in XOM in Q4 2022 and has held it in 6 quarters since. The position peaked at $284K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Capital Planning held 1,689 shares of ExxonMobil worth $275K as of Q3 2026.
  • Capital Planning bought 18 ExxonMobil shares in Q3 2026, an estimated $2.81K.
  • ExxonMobil made up 0.07% of Capital Planning's portfolio in Q3 2026, its #75 holding.
  • Capital Planning first reported a position in ExxonMobil in Q4 2022 and has held it in 6 quarters since.
  • Capital Planning's ExxonMobil position peaked at $284K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.