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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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's XOM Position: Q2 2026 in Review

Capital Planning held its ExxonMobil (XOM) position steady in Q2 2026 at 1,671 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #83.

Capital Planning first reported a position in XOM in Q4 2022 and has held it in 5 quarters since. The position peaked at $284K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Capital Planning held 1,671 shares of ExxonMobil worth $228K as of Q2 2026.
Capital Planning left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.07% of Capital Planning's portfolio in Q2 2026, its #83 holding.
Capital Planning first reported a position in ExxonMobil in Q4 2022 and has held it in 5 quarters since.
Capital Planning's ExxonMobil position peaked at $284K in Q1 2026.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.