Capital Wealth Planning’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.33M | Buy |
31,679
+4,038
| +15% | +$604K | 0.02% | 117 |
|
|
2026
Q1 | $4.69M | Sell |
27,641
-672
| -2% | -$98.1K | 0.03% | 114 |
|
|
2025
Q4 | $3.41M | Sell |
28,313
-51
| -0.2% | -$5.92K | 0.02% | 105 |
|
|
2025
Q3 | $3.2M | Buy |
28,364
+51
| +0.2% | +$5.67K | 0.02% | 102 |
|
|
2025
Q2 | $3.05M | Sell |
28,313
-712
| -2% | -$76.1K | 0.02% | 77 |
|
|
2025
Q1 | $3.45M | Buy |
29,025
+22,697
| +359% | +$2.51M | 0.03% | 61 |
|
|
2024
Q4 | $681K | Sell |
6,328
-145
| -2% | -$17K | 0.01% | 100 |
|
|
2024
Q3 | $759K | Buy |
6,473
+13
| +0.2% | +$1.5K | 0.01% | 100 |
|
|
2024
Q2 | $744K | Hold |
6,460
| – | – | 0.01% | 96 |
|
|
2024
Q1 | $751K | Sell |
6,460
-50
| -0.8% | -$5.23K | 0.01% | 102 |
|
|
2023
Q4 | $651K | Sell |
6,510
-10,241
| -61% | -$1.08M | 0.01% | 104 |
|
|
2023
Q3 | $1.97M | Sell |
16,751
-118
| -0.7% | -$12.9K | 0.02% | 41 |
|
|
2023
Q2 | $1.81M | Buy |
16,869
+10,719
| +174% | +$1.17M | 0.02% | 42 |
|
|
2023
Q1 | $674K | Sell |
6,150
-162
| -3% | -$17.9K | 0.01% | 63 |
|
|
2022
Q4 | $696K | Buy |
6,312
+162
| +3% | +$17.4K | 0.01% | 68 |
|
|
2022
Q3 | $537K | Buy |
+6,150
| New | +$561K | 0.01% | 66 |
|
|
2022
Q2 | – | Sell |
-6,150
| Closed | -$508K | – | 98 |
|
|
2022
Q1 | $508K | Sell |
6,150
-2,400
| -28% | -$187K | 0.01% | 67 |
|
|
2021
Q4 | $523K | Sell |
8,550
-1,819
| -18% | -$114K | 0.01% | 66 |
|
|
2021
Q3 | $610K | Sell |
10,369
-10,796
| -51% | -$615K | 0.02% | 65 |
|
|
2021
Q2 | $1.33M | Buy |
21,165
+175
| +0.8% | +$10.4K | 0.04% | 44 |
|
|
2021
Q1 | $1.17M | Sell |
20,990
-1,606
| -7% | -$84.2K | 0.04% | 49 |
|
|
2020
Q4 | $1.07M | Sell |
22,596
-834
| -4% | -$31.3K | 0.04% | 49 |
|
|
2020
Q3 | $804K | Sell |
23,430
-19,436
| -45% | -$795K | 0.04% | 53 |
|
|
2020
Q2 | $1.92M | Sell |
42,866
-19,069
| -31% | -$855K | 0.11% | 38 |
|
|
2020
Q1 | $2.35M | Buy |
61,935
+2,934
| +5% | +$162K | 0.15% | 45 |
|
|
2019
Q4 | $4.12M | Sell |
59,001
-812
| -1% | -$56.1K | 0.24% | 37 |
|
|
2019
Q3 | $4.13M | Buy |
59,813
+7,198
| +14% | +$520K | 0.26% | 33 |
|
|
2019
Q2 | $4.03M | Buy |
52,615
+18,260
| +53% | +$1.41M | 0.29% | 36 |
|
|
2019
Q1 | $2.78M | Sell |
34,355
-18,016
| -34% | -$1.37M | 1.82% | 13 |
|
|
2018
Q4 | $3.57M | Buy |
52,371
+743
| +1% | +$58.3K | 2.37% | 10 |
|
|
2018
Q3 | $4.39M | Sell |
51,628
-1,612
| -3% | -$132K | 3% | 6 |
|
|
2018
Q2 | $4.4M | Sell |
53,240
-48,281
| -48% | -$3.85M | 3.07% | 5 |
|
|
2018
Q1 | $7.25M | Buy |
101,521
+61,521
| +154% | +$4.92M | 5.04% | 4 |
|
|
2017
Q4 | $3.35M | Sell |
40,000
-43,139
| -52% | -$3.57M | 4.61% | 3 |
|
|
2017
Q3 | $6.82M | Sell |
83,139
-3,218
| -4% | -$256K | 5.37% | 4 |
|
|
2017
Q2 | $6.97M | Sell |
86,357
-1,782
| -2% | -$146K | 1.12% | 28 |
|
|
2017
Q1 | $7.23M | Sell |
88,139
-3,900
| -4% | -$326K | 6.1% | 4 |
|
|
2016
Q4 | $8.31M | Sell |
92,039
-14,142
| -13% | -$1.24M | 7.34% | 4 |
|
|
2016
Q3 | $9.27M | Sell |
106,181
-4,550
| -4% | -$404K | 7.15% | 4 |
|
|
2016
Q2 | $10.4M | Buy |
110,731
+2,413
| +2% | +$213K | 7.83% | 3 |
|
|
2016
Q1 | $9.05M | Buy |
108,318
+1,525
| +1% | +$122K | 6.51% | 3 |
|
|
2015
Q4 | $8.32M | Sell |
106,793
-77,040
| -42% | -$6.16M | 7.64% | 2 |
|
|
2015
Q3 | $13.6M | Sell |
183,833
-40,370
| -18% | -$3.11M | 10.85% | 1 |
|
|
2015
Q2 | $21.2M | Sell |
224,203
-25,810
| -10% | -$2.22M | 12.64% | 1 |
|
|
2015
Q1 | $21.3M | Sell |
250,013
-36,335
| -13% | -$3.22M | 11.07% | 1 |
|
|
2014
Q4 | $26.5M | Sell |
286,348
-9,998
| -3% | -$932K | 12.35% | 1 |
|
|
2014
Q3 | $27.9M | Sell |
296,346
-127,024
| -30% | -$12.7M | 11.3% | 1 |
|
|
2014
Q2 | $42.6M | Sell |
423,370
-2,474
| -0.6% | -$250K | 15.76% | 1 |
|
|
2014
Q1 | $41.5M | Buy |
425,844
+331,277
| +350% | +$31.6M | 17.88% | 1 |
|
|
2013
Q4 | $8.52M | Sell |
94,567
-378,743
| -80% | -$35M | 10.29% | 4 |
|
|
2013
Q3 | $34.8M | Buy |
473,310
+355,045
| +300% | +$32M | 15.66% | 1 |
|
|
2013
Q2 | $10.7M | Buy |
+118,265
| New | +$10.6M | 8.39% | 3 |
|
Other funds holding XOM
Capital Wealth Planning's XOM Position: Q2 2026 in Review
Capital Wealth Planning increased its ExxonMobil (XOM) stake by 15% in Q2 2026, buying an estimated $604K and bringing the position to 31,679 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #117.
Capital Wealth Planning first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.6M in Q2 2014. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Capital Wealth Planning held 31,679 shares of ExxonMobil worth $4.33M as of Q2 2026.
- Capital Wealth Planning bought 4,038 ExxonMobil shares in Q2 2026, an estimated $604K.
- ExxonMobil made up 0.02% of Capital Wealth Planning's portfolio in Q2 2026, its #117 holding.
- Capital Wealth Planning first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- Capital Wealth Planning's ExxonMobil position peaked at $42.6M in Q2 2014.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.