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 | $28.5M | Buy |
168,100
+113,100
| +206% | +$16.5M | 0.05% | 135 |
|
|
2025
Q4 | $6.62M | Sell |
55,000
-83,400
| -60% | -$9.67M | 0.01% | 324 |
|
|
2025
Q3 | $15.6M | Buy |
138,400
+70,500
| +104% | +$7.84M | 0.03% | 246 |
|
|
2025
Q2 | $7.32M | Sell |
67,900
-66,700
| -50% | -$7.13M | 0.02% | 315 |
|
|
2025
Q1 | $16M | Sell |
134,600
-298,076
| -69% | -$33M | 0.04% | 213 |
|
|
2024
Q4 | $46.5M | Buy |
432,676
+50,000
| +13% | +$5.85M | 0.11% | 106 |
|
|
2024
Q3 | $44.9M | Sell |
382,676
-13,500
| -3% | -$1.56M | 0.14% | 99 |
|
|
2024
Q2 | $45.6M | Buy |
396,176
+33,476
| +9% | +$3.9M | 0.14% | 93 |
|
|
2024
Q1 | $42.2M | Sell |
362,700
-65,000
| -15% | -$6.8M | 0.15% | 98 |
|
|
2023
Q4 | $42.8M | Buy |
427,700
+271,300
| +173% | +$28.5M | 0.13% | 111 |
|
|
2023
Q3 | $18.4M | Buy |
156,400
+59,200
| +61% | +$6.49M | 0.08% | 164 |
|
|
2023
Q2 | $10.4M | Buy |
97,200
+38,500
| +66% | +$4.2M | 0.05% | 244 |
|
|
2023
Q1 | $6.44M | Sell |
58,700
-138,500
| -70% | -$15.3M | 0.03% | 309 |
|
|
2022
Q4 | $21.8M | Sell |
197,200
-109,400
| -36% | -$11.7M | 0.16% | 96 |
|
|
2022
Q3 | $26.8M | Buy |
306,600
+5,900
| +2% | +$539K | 0.16% | 74 |
|
|
2022
Q2 | $25.8M | Sell |
300,700
-404,500
| -57% | -$36.5M | 0.13% | 100 |
|
|
2022
Q1 | $58.2M | Buy |
705,200
+8,800
| +1% | +$684K | 0.16% | 90 |
|
|
2021
Q4 | $42.6M | Sell |
696,400
-503,900
| -42% | -$31.5M | 0.07% | 243 |
|
|
2021
Q3 | $70.6M | Sell |
1,200,300
-54,300
| -4% | -$3.09M | 0.14% | 128 |
|
|
2021
Q2 | $79.1M | Buy |
1,254,600
+221,400
| +21% | +$13.2M | 0.18% | 112 |
|
|
2021
Q1 | $57.7M | Buy |
1,033,200
+288,300
| +39% | +$15.1M | 0.17% | 118 |
|
|
2020
Q4 | $30.7M | Buy |
744,900
+167,100
| +29% | +$6.27M | 0.1% | 166 |
|
|
2020
Q3 | $19.8M | Sell |
577,800
-124,800
| -18% | -$5.1M | 0.1% | 173 |
|
|
2020
Q2 | $31.4M | Buy |
702,600
+514,600
| +274% | +$23.1M | 0.21% | 85 |
|
|
2020
Q1 | $7.14M | Sell |
188,000
-356,400
| -65% | -$19.7M | 0.11% | 189 |
|
|
2019
Q4 | $38M | Buy |
544,400
+155,500
| +40% | +$10.8M | 0.2% | 111 |
|
|
2019
Q3 | $27.5M | Buy |
388,900
+215,800
| +125% | +$15.6M | 0.19% | 113 |
|
|
2019
Q2 | $13.3M | Buy |
173,100
+13,200
| +8% | +$1.02M | 0.1% | 220 |
|
|
2019
Q1 | $12.9M | Buy |
159,900
+63,600
| +66% | +$4.85M | 0.12% | 173 |
|
|
2018
Q4 | $6.57M | Buy |
96,300
+27,900
| +41% | +$2.19M | 0.08% | 201 |
|
|
2018
Q3 | $5.82M | Buy |
68,400
+51,000
| +293% | +$4.17M | 0.07% | 226 |
|
|
2018
Q2 | $1.44M | Buy |
17,400
+15,000
| +625% | +$1.2M | 0.02% | 327 |
|
|
2018
Q1 | $179K | Buy |
2,400
+2,300
| +2,300% | +$184K | ﹤0.01% | 308 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2017
Q2 | $8K | Sell |
100
-29,700
| -100% | -$2.43M | ﹤0.01% | 610 |
|
|
2017
Q1 | $2.44M | Hold |
29,800
| – | – | 0.06% | 249 |
|
|
2016
Q4 | $2.69M | Buy |
29,800
+25,600
| +610% | +$2.24M | 0.08% | 221 |
|
|
2016
Q3 | $366K | Sell |
4,200
-177,300
| -98% | -$15.7M | 0.01% | 567 |
|
|
2016
Q2 | $17M | Sell |
181,500
-404,700
| -69% | -$35.8M | 0.32% | 61 |
|
|
2016
Q1 | $49M | Buy |
586,200
+386,200
| +193% | +$30.9M | 1.5% | 14 |
|
|
2015
Q4 | $15.6M | Buy |
+200,000
| New | +$16M | 0.42% | 63 |
|
|
2015
Q2 | – | Sell |
-193,500
| Closed | -$16.4M | – | 331 |
|
|
2015
Q1 | $16.4M | Buy |
193,500
+126,500
| +189% | +$11.2M | 0.27% | 74 |
|
|
2014
Q4 | $6.19M | Sell |
67,000
-426,800
| -86% | -$39.8M | 0.09% | 148 |
|
|
2014
Q3 | $46.4M | Sell |
493,800
-540,100
| -52% | -$53.8M | 0.52% | 43 |
|
|
2014
Q2 | $104M | Buy |
1,033,900
+228,700
| +28% | +$23.1M | 1.37% | 9 |
|
|
2014
Q1 | $78.7M | Buy |
805,200
+477,900
| +146% | +$45.6M | 1% | 18 |
|
|
2013
Q4 | $33.1M | Sell |
327,300
-704,300
| -68% | -$65.1M | 0.36% | 33 |
|
|
2013
Q3 | $88.8M | Buy |
1,031,600
+3,000
| +0.3% | +$270K | 0.9% | 15 |
|
|
2013
Q2 | $92.9M | Buy |
+1,028,600
| New | +$92.6M | 0.98% | 15 |
|
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. 4,766 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.
- 4,766 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.