Capstone Financial Advisors’s ExxonMobil XOM Stock Holding History

Capstone Financial Advisors’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	$2.25M	Sell	13,251 -99	-0.7%	-$14.4K	0.12%	41
2025 Q4	$1.61M	Sell	13,350 -1	-0%	-$116	0.09%	51
2025 Q3	$1.51M	Buy	13,351 +237	+2%	+$26.3K	0.08%	50
2025 Q2	$1.41M	Sell	13,114 -526	-4%	-$56.2K	0.08%	54
2025 Q1	$1.62M	Buy	13,640 +803	+6%	+$88.8K	0.1%	45
2024 Q4	$1.38M	Buy	12,837 +3	+0%	+$351	0.09%	47
2024 Q3	$1.5M	Buy	12,834 +41	+0.3%	+$4.73K	0.09%	46
2024 Q2	$1.47M	Buy	12,793 +175	+1%	+$20.4K	0.1%	41
2024 Q1	$1.47M	Buy	12,618 +40	+0.3%	+$4.18K	0.1%	44
2023 Q4	$1.26M	Sell	12,578 -142	-1%	-$14.9K	0.09%	44
2023 Q3	$1.5M	Buy	12,720 +127	+1%	+$13.9K	0.12%	40
2023 Q2	$1.35M	Buy	12,593 +24	+0.2%	+$2.62K	0.1%	44
2023 Q1	$1.38M	Sell	12,569 -77	-0.6%	-$8.52K	0.11%	40
2022 Q4	$1.39M	Buy	12,646 +33	+0.3%	+$3.54K	0.12%	42
2022 Q3	$1.1M	Buy	12,613 +46	+0.4%	+$4.2K	0.1%	43
2022 Q2	$1.08M	Sell	12,567 -258	-2%	-$23.3K	0.09%	49
2022 Q1	$1.06M	Sell	12,825 -186	-1%	-$14.5K	0.08%	51
2021 Q4	$796K	Sell	13,011 -366	-3%	-$22.9K	0.06%	54
2021 Q3	$787K	Sell	13,377 -992	-7%	-$56.5K	0.06%	49
2021 Q2	$906K	Buy	14,369 +6,410	+81%	+$383K	0.07%	42
2021 Q1	$444K	Buy	7,959 +120	+2%	+$6.29K	0.04%	70
2020 Q4	$323K	Sell	7,839 -1,221	-13%	-$45.8K	0.03%	76
2020 Q3	$311K	Buy	9,060 +3,330	+58%	+$136K	0.03%	72
2020 Q2	$256K	Buy	5,730 +13	+0.2%	+$583	0.03%	79
2020 Q1	$217K	Sell	5,717 -2,005	-26%	-$111K	0.03%	72
2019 Q4	$539K	Sell	7,722 -177	-2%	-$12.2K	0.08%	41
2019 Q3	$558K	Buy	7,899 +3,975	+101%	+$287K	0.09%	43
2019 Q2	$301K	Buy	3,924 +5	+0.1%	+$387	0.05%	63
2019 Q1	$317K	Buy	3,919 +4	+0.1%	+$305	0.05%	60
2018 Q4	$267K	Sell	3,915 -88	-2%	-$6.9K	0.05%	65
2018 Q3	$340K	Sell	4,003 -144	-3%	-$11.8K	0.08%	48
2018 Q2	$343K	Buy	4,147 +4	+0.1%	+$319	0.1%	47
2018 Q1	$309K	Sell	4,143 -116	-3%	-$9.27K	0.1%	46
2017 Q4	$356K	Buy	4,259 +935	+28%	+$77.3K	0.13%	45
2017 Q3	$272K	Sell	3,324 -52	-2%	-$4.13K	0.12%	55
2017 Q2	$273K	Buy	3,376 +90	+3%	+$7.36K	0.13%	52
2017 Q1	$269K	Buy	3,286 +109	+3%	+$9.11K	0.14%	45
2016 Q4	$287K	Sell	3,177 -119	-4%	-$10.4K	0.13%	46
2016 Q3	$288K	Sell	3,296 -2,985	-48%	-$265K	0.15%	47
2016 Q2	$589K	Buy	6,281 +4	+0.1%	+$354	0.32%	29
2016 Q1	$525K	Buy	6,277 +3	+0%	+$240	0.21%	38
2015 Q4	$489K	Buy	6,274 +399	+7%	+$31.9K	0.17%	35
2015 Q3	$437K	Sell	5,875 -1,522	-21%	-$117K	0.19%	38
2015 Q2	$615K	Sell	7,397 -645	-8%	-$55.5K	0.24%	34
2015 Q1	$684K	Buy	8,042 +295	+4%	+$26.2K	0.26%	31
2014 Q4	$716K	Buy	7,747 +3	+0%	+$280	0.22%	33
2014 Q3	$728K	Sell	7,744 -905	-10%	-$90.1K	0.44%	21
2014 Q2	$871K	Sell	8,649 -1,236	-13%	-$125K	0.61%	15
2014 Q1	$966K	Buy	9,885 +2	+0%	+$191	0.59%	13
2013 Q4	$1M	Buy	+9,883	New	+$914K	0.64%	13

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Financial Advisors's XOM Position: Q1 2026 in Review

Capstone Financial Advisors reduced its ExxonMobil (XOM) stake by 0.74% in Q1 2026, selling an estimated $14.4K and leaving 13,251 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #41.

Capstone Financial Advisors first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Capstone Financial Advisors held 13,251 shares of ExxonMobil worth $2.25M as of Q1 2026.
Capstone Financial Advisors sold 99 ExxonMobil shares in Q1 2026, an estimated $14.4K.
ExxonMobil made up 0.12% of Capstone Financial Advisors's portfolio in Q1 2026, its #41 holding.
Capstone Financial Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.