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Capital Wealth Planning’s ExxonMobil XOM Stock Holding History

Capital Wealth 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
2018
Q1 		– Sell
-25,000
Closed -$14K – 237
2017
Q4 		$14K Buy
25,000
+15,000
+150% +$1.24M 0.02% 65
2017
Q3 		$20K Buy
+10,000
New +$794K 0.02% 96

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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. 4,271 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.
  • 4,271 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.