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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Square's XOM Position: Q1 2026 in Review

Capital Square reduced its ExxonMobil (XOM) stake by 4.2% in Q1 2026, selling an estimated $102K and leaving 15,995 shares worth $2.38M. The position accounts for 1.1% of the portfolio, ranked #26.

Capital Square first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Capital Square held 15,995 shares of ExxonMobil worth $2.38M as of Q1 2026.
  • Capital Square sold 697 ExxonMobil shares in Q1 2026, an estimated $102K.
  • ExxonMobil made up 1.1% of Capital Square's portfolio in Q1 2026, its #26 holding.
  • Capital Square first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.