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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 $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 Wealth Planning's XOM Position: Q1 2026 in Review

Capital Wealth Planning reduced its ExxonMobil (XOM) stake by 2.4% in Q1 2026, selling an estimated $98.1K and leaving 27,641 shares worth $4.69M. The position accounts for 0.03% of the portfolio, ranked #114.

Capital Wealth Planning first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $42.6M in Q2 2014. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Capital Wealth Planning held 27,641 shares of ExxonMobil worth $4.69M as of Q1 2026.
  • Capital Wealth Planning sold 672 ExxonMobil shares in Q1 2026, an estimated $98.1K.
  • ExxonMobil made up 0.03% of Capital Wealth Planning's portfolio in Q1 2026, its #114 holding.
  • Capital Wealth Planning first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
  • Capital Wealth Planning's ExxonMobil position peaked at $42.6M in Q2 2014.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.