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 | $148M | Buy |
873,500
+660,900
| +311% | +$96.4M | 0.26% | 48 |
|
|
2025
Q4 | $25.6M | Sell |
212,600
-256,800
| -55% | -$29.8M | 0.05% | 152 |
|
|
2025
Q3 | $52.9M | Buy |
469,400
+190,200
| +68% | +$21.1M | 0.1% | 94 |
|
|
2025
Q2 | $30.1M | Sell |
279,200
-133,900
| -32% | -$14.3M | 0.07% | 109 |
|
|
2025
Q1 | $49.1M | Sell |
413,100
-728,852
| -64% | -$80.6M | 0.13% | 79 |
|
|
2024
Q4 | $123M | Buy |
1,141,952
+281,800
| +33% | +$33M | 0.3% | 40 |
|
|
2024
Q3 | $101M | Sell |
860,152
-129,116
| -13% | -$14.9M | 0.31% | 42 |
|
|
2024
Q2 | $114M | Buy |
989,268
+239,168
| +32% | +$27.9M | 0.36% | 38 |
|
|
2024
Q1 | $87.2M | Sell |
750,100
-332,300
| -31% | -$34.8M | 0.31% | 45 |
|
|
2023
Q4 | $108M | Buy |
1,082,400
+553,500
| +105% | +$58.2M | 0.33% | 40 |
|
|
2023
Q3 | $62.2M | Buy |
528,900
+157,100
| +42% | +$17.2M | 0.28% | 42 |
|
|
2023
Q2 | $39.9M | Buy |
371,800
+198,600
| +115% | +$21.7M | 0.2% | 67 |
|
|
2023
Q1 | $19M | Sell |
173,200
-521,000
| -75% | -$57.6M | 0.1% | 141 |
|
|
2022
Q4 | $76.6M | Sell |
694,200
-38,700
| -5% | -$4.15M | 0.56% | 16 |
|
|
2022
Q3 | $64M | Sell |
732,900
-342,000
| -32% | -$31.2M | 0.39% | 23 |
|
|
2022
Q2 | $92.1M | Sell |
1,074,900
-1,811,500
| -63% | -$163M | 0.45% | 23 |
|
|
2022
Q1 | $238M | Sell |
2,886,400
-1,088,300
| -27% | -$84.6M | 0.66% | 17 |
|
|
2021
Q4 | $243M | Buy |
3,974,700
+42,300
| +1% | +$2.64M | 0.41% | 44 |
|
|
2021
Q3 | $231M | Buy |
3,932,400
+458,400
| +13% | +$26.1M | 0.46% | 33 |
|
|
2021
Q2 | $219M | Buy |
3,474,000
+445,400
| +15% | +$26.6M | 0.5% | 30 |
|
|
2021
Q1 | $169M | Buy |
3,028,600
+1,269,000
| +72% | +$66.5M | 0.5% | 34 |
|
|
2020
Q4 | $72.5M | Buy |
1,759,600
+279,300
| +19% | +$10.5M | 0.24% | 73 |
|
|
2020
Q3 | $50.8M | Buy |
1,480,300
+395,000
| +36% | +$16.1M | 0.26% | 72 |
|
|
2020
Q2 | $48.5M | Sell |
1,085,300
-30,400
| -3% | -$1.36M | 0.32% | 45 |
|
|
2020
Q1 | $42.4M | Sell |
1,115,700
-52,400
| -4% | -$2.89M | 0.68% | 16 |
|
|
2019
Q4 | $81.5M | Sell |
1,168,100
-7,100
| -0.6% | -$491K | 0.44% | 36 |
|
|
2019
Q3 | $83M | Buy |
1,175,200
+71,200
| +6% | +$5.15M | 0.57% | 34 |
|
|
2019
Q2 | $84.6M | Buy |
1,104,000
+193,100
| +21% | +$14.9M | 0.61% | 26 |
|
|
2019
Q1 | $73.6M | Buy |
910,900
+568,200
| +166% | +$43.3M | 0.68% | 20 |
|
|
2018
Q4 | $23.4M | Buy |
342,700
+65,000
| +23% | +$5.1M | 0.29% | 59 |
|
|
2018
Q3 | $23.6M | Buy |
277,700
+139,700
| +101% | +$11.4M | 0.27% | 60 |
|
|
2018
Q2 | $11.4M | Buy |
138,000
+118,400
| +604% | +$9.43M | 0.18% | 89 |
|
|
2018
Q1 | $1.46M | Buy |
+19,600
| New | +$1.57M | 0.03% | 217 |
|
|
2017
Q2 | – | Sell |
-29,600
| Closed | -$2.43M | – | 979 |
|
|
2017
Q1 | $2.43M | Sell |
29,600
-1,800
| -6% | -$150K | 0.06% | 250 |
|
|
2016
Q4 | $2.83M | Buy |
31,400
+14,300
| +84% | +$1.25M | 0.09% | 211 |
|
|
2016
Q3 | $1.49M | Sell |
17,100
-4,500
| -21% | -$399K | 0.03% | 308 |
|
|
2016
Q2 | $2.02M | Sell |
21,600
-204,400
| -90% | -$18.1M | 0.04% | 232 |
|
|
2016
Q1 | $18.9M | Buy |
226,000
+146,000
| +183% | +$11.7M | 0.58% | 43 |
|
|
2015
Q4 | $6.24M | Buy |
+80,000
| New | +$6.4M | 0.17% | 107 |
|
|
2015
Q2 | – | Sell |
-64,400
| Closed | -$5.47M | – | 333 |
|
|
2015
Q1 | $5.47M | Buy |
+64,400
| New | +$5.71M | 0.09% | 140 |
|
|
2014
Q4 | – | Sell |
-86,500
| Closed | -$8.13M | – | 430 |
|
|
2014
Q3 | $8.13M | Sell |
86,500
-177,400
| -67% | -$17.7M | 0.09% | 174 |
|
|
2014
Q2 | $26.6M | Buy |
263,900
+218,700
| +484% | +$22.1M | 0.35% | 64 |
|
|
2014
Q1 | $4.42M | Buy |
45,200
+13,100
| +41% | +$1.25M | 0.06% | 177 |
|
|
2013
Q4 | $3.25M | Sell |
32,100
-258,200
| -89% | -$23.9M | 0.04% | 259 |
|
|
2013
Q3 | $25M | Buy |
290,300
+130,100
| +81% | +$11.7M | 0.25% | 59 |
|
|
2013
Q2 | $14.5M | Buy |
+160,200
| New | +$14.4M | 0.15% | 78 |
|
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. 4,765 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.
- 4,765 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.