Capital Square
XOM icon

Capital Square’s ExxonMobil XOM Stock Holding History

Capital Square’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 		$2.73M Sell
16,764
-184
-1% -$28.8K 1.2% 19
2026
Q2 		$2.35M Buy
16,948
+953
+6% +$143K 1.03% 26
2026
Q1 		$2.38M Sell
15,995
-697
-4% -$102K 1.1% 26
2025
Q4 		$2.01M Buy
16,692
+1,703
+11% +$198K 1.02% 27
2025
Q3 		$1.69M Sell
14,989
-372
-2% -$41.4K 0.86% 35
2025
Q2 		$1.77M Sell
15,361
-413
-3% -$44.1K 0.95% 30
2025
Q1 		$1.88M Buy
15,774
+286
+2% +$31.6K 1.1% 21
2024
Q4 		$1.68M Buy
15,488
+844
+6% +$98.7K 0.96% 27
2024
Q3 		$1.72M Sell
14,644
-1,641
-10% -$189K 1.04% 26
2024
Q2 		$1.88M Sell
16,285
-1,689
-9% -$197K 1.22% 20
2024
Q1 		$2.09M Buy
17,974
+692
+4% +$72.4K 1.47% 17
2023
Q4 		$1.73M Buy
17,282
+18
+0.1% +$1.89K 1.95% 17
2023
Q3 		$1.95M Sell
17,264
-342
-2% -$37.5K 2.63% 12
2023
Q2 		$1.89M Buy
17,606
+614
+4% +$67K 1.75% 15
2023
Q1 		$1.96M Sell
16,992
-163
-1% -$18K 1.81% 12
2022
Q4 		$1.89M Sell
17,155
-973
-5% -$104K 1.71% 12
2022
Q3 		$1.58M Buy
18,128
+798
+5% +$72.9K 1.44% 18
2022
Q2 		$1.48M Sell
17,330
-1,375
-7% -$124K 1.23% 20
2022
Q1 		$1.54M Sell
18,705
-3,198
-15% -$249K 1.1% 23
2021
Q4 		$1.46M Buy
21,903
+337
+2% +$21.1K 1.01% 32
2021
Q3 		$1.31M Buy
21,566
+683
+3% +$38.9K 0.93% 38
2021
Q2 		$1.21M Buy
20,883
+2,786
+15% +$166K 0.89% 36
2021
Q1 		$1.01M Buy
18,097
+557
+3% +$29.2K 0.75% 40
2020
Q4 		$722K Sell
17,540
-1,300
-7% -$48.7K 0.6% 55
2020
Q3 		$646K Buy
18,840
+205
+1% +$8.38K 0.67% 49
2020
Q2 		$833K Buy
18,635
+17
+0.1% +$762 0.89% 29
2020
Q1 		$707K Buy
18,618
+1,793
+11% +$99K 0.82% 30
2019
Q4 		$1.17M Buy
+16,825
New +$1.16M 1.12% 23

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Capital Square's XOM Position: Q3 2026 in Review

Capital Square reduced its ExxonMobil (XOM) stake by 1.1% in Q3 2026, selling an estimated $28.8K and leaving 16,764 shares worth $2.73M. The position accounts for 1.2% of the portfolio, ranked #19.

Capital Square first reported a position in XOM in Q4 2019 and has held it in 28 quarters since. 1,780 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Capital Square held 16,764 shares of ExxonMobil worth $2.73M as of Q3 2026.
  • Capital Square sold 184 ExxonMobil shares in Q3 2026, an estimated $28.8K.
  • ExxonMobil made up 1.2% of Capital Square's portfolio in Q3 2026, its #19 holding.
  • Capital Square first reported a position in ExxonMobil in Q4 2019 and has held it in 28 quarters since.
  • 1,780 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.