Capstone Investment Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $378K | Sell |
2,228
-12,331
| -85% | -$1.8M | ﹤0.01% | 1273 |
|
|
2025
Q4 | $1.75M | Sell |
14,559
-38,997
| -73% | -$4.52M | ﹤0.01% | 668 |
|
|
2025
Q3 | $6.04M | Buy |
53,556
+2,214
| +4% | +$246K | 0.01% | 425 |
|
|
2025
Q2 | $5.53M | Buy |
51,342
+43,612
| +564% | +$4.66M | 0.01% | 375 |
|
|
2025
Q1 | $919K | Sell |
7,730
-152,939
| -95% | -$16.9M | ﹤0.01% | 908 |
|
|
2024
Q4 | $17.3M | Buy |
160,669
+160,013
| +24,392% | +$18.7M | 0.04% | 241 |
|
|
2024
Q3 | $76.9K | Sell |
656
-44,406
| -99% | -$5.13M | ﹤0.01% | 1749 |
|
|
2024
Q2 | $5.19M | Buy |
+45,062
| New | +$5.25M | 0.02% | 446 |
|
|
2024
Q1 | – | Sell |
-190,420
| Closed | -$19.9M | – | 2598 |
|
|
2023
Q4 | $19M | Buy |
190,420
+188,444
| +9,537% | +$19.8M | 0.06% | 214 |
|
|
2023
Q3 | $232K | Sell |
1,976
-51,519
| -96% | -$5.65M | ﹤0.01% | 1733 |
|
|
2023
Q2 | $5.74M | Buy |
53,495
+30,514
| +133% | +$3.33M | 0.03% | 354 |
|
|
2023
Q1 | $2.52M | Buy |
22,981
+10,412
| +83% | +$1.15M | 0.01% | 531 |
|
|
2022
Q4 | $1.39M | Buy |
+12,569
| New | +$1.35M | 0.01% | 824 |
|
|
2022
Q3 | – | Sell |
-26,752
| Closed | -$2.44M | – | 1784 |
|
|
2022
Q2 | $2.29M | Sell |
26,752
-107,482
| -80% | -$9.69M | 0.01% | 709 |
|
|
2022
Q1 | $11.1M | Sell |
134,234
-21,980
| -14% | -$1.71M | 0.03% | 435 |
|
|
2021
Q4 | $9.56M | Buy |
156,214
+128,150
| +457% | +$8.01M | 0.02% | 623 |
|
|
2021
Q3 | $1.65M | Sell |
28,064
-6,191
| -18% | -$353K | ﹤0.01% | 1265 |
|
|
2021
Q2 | $2.16M | Buy |
34,255
+2,635
| +8% | +$157K | ﹤0.01% | 1000 |
|
|
2021
Q1 | $1.76M | Sell |
31,620
-601,004
| -95% | -$31.5M | 0.01% | 971 |
|
|
2020
Q4 | $26.1M | Sell |
632,624
-313,338
| -33% | -$11.7M | 0.09% | 189 |
|
|
2020
Q3 | $32.5M | Buy |
945,962
+834,519
| +749% | +$34.1M | 0.17% | 110 |
|
|
2020
Q2 | $4.98M | Sell |
111,443
-455,482
| -80% | -$20.4M | 0.03% | 431 |
|
|
2020
Q1 | $21.5M | Buy |
566,925
+250,715
| +79% | +$13.8M | 0.35% | 43 |
|
|
2019
Q4 | $22.1M | Buy |
316,210
+103,343
| +49% | +$7.15M | 0.12% | 182 |
|
|
2019
Q3 | $15M | Sell |
212,867
-55,478
| -21% | -$4.01M | 0.1% | 194 |
|
|
2019
Q2 | $20.6M | Buy |
268,345
+178,356
| +198% | +$13.8M | 0.15% | 151 |
|
|
2019
Q1 | $7.27M | Buy |
89,989
+7,223
| +9% | +$551K | 0.07% | 280 |
|
|
2018
Q4 | $5.64M | Buy |
82,766
+66,706
| +415% | +$5.23M | 0.07% | 225 |
|
|
2018
Q3 | $1.36M | Sell |
16,060
-9,797
| -38% | -$801K | 0.02% | 513 |
|
|
2018
Q2 | $2.14M | Buy |
25,857
+17,966
| +228% | +$1.43M | 0.03% | 271 |
|
|
2018
Q1 | $589K | Buy |
7,891
+3,178
| +67% | +$254K | 0.01% | 261 |
|
|
2017
Q4 | $394K | Buy |
4,713
+1,441
| +44% | +$119K | 0.01% | 313 |
|
|
2017
Q3 | $268K | Sell |
3,272
-37,548
| -92% | -$2.98M | 0.01% | 419 |
|
|
2017
Q2 | $3.29M | Buy |
40,820
+31,013
| +316% | +$2.54M | 0.09% | 191 |
|
|
2017
Q1 | $804K | Sell |
9,807
-22,456
| -70% | -$1.88M | 0.02% | 480 |
|
|
2016
Q4 | $2.91M | Sell |
32,263
-3,524
| -10% | -$308K | 0.09% | 209 |
|
|
2016
Q3 | $3.12M | Sell |
35,787
-23,888
| -40% | -$2.12M | 0.07% | 186 |
|
|
2016
Q2 | $5.59M | Buy |
59,675
+11,208
| +23% | +$991K | 0.11% | 133 |
|
|
2016
Q1 | $4.05M | Buy |
48,467
+38,880
| +406% | +$3.11M | 0.12% | 118 |
|
|
2015
Q4 | $747K | Buy |
+9,587
| New | +$766K | 0.02% | 284 |
|
|
2015
Q2 | – | Sell |
-34,393
| Closed | -$2.92M | – | 332 |
|
|
2015
Q1 | $2.92M | Buy |
34,393
+8,432
| +32% | +$748K | 0.05% | 181 |
|
|
2014
Q4 | $2.4M | Sell |
25,961
-13,018
| -33% | -$1.21M | 0.03% | 216 |
|
|
2014
Q3 | $3.67M | Buy |
+38,979
| New | +$3.88M | 0.04% | 243 |
|
|
2013
Q4 | – | Sell |
-144,168
| Closed | -$13.3M | – | 579 |
|
|
2013
Q3 | $12.4M | Buy |
144,168
+132,341
| +1,119% | +$11.9M | 0.13% | 93 |
|
|
2013
Q2 | $1.07M | Buy |
+11,827
| New | +$1.06M | 0.01% | 344 |
|
Other funds holding XOM
VCM
VPM
Capstone Investment Advisors's XOM Position: Q1 2026 in Review
Capstone Investment Advisors reduced its ExxonMobil (XOM) stake by 85% in Q1 2026, selling an estimated $1.8M and leaving 2,228 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.
Capstone Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 45 quarters since. The position peaked at $32.5M in Q3 2020. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Capstone Investment Advisors held 2,228 shares of ExxonMobil worth $378K as of Q1 2026.
- Capstone Investment Advisors sold 12,331 ExxonMobil shares in Q1 2026, an estimated $1.8M.
- ExxonMobil made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1273 holding.
- Capstone Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 45 quarters since.
- Capstone Investment Advisors's ExxonMobil position peaked at $32.5M in Q3 2020.
- 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.