Caption Management’s ExxonMobil XOM Stock Holding History

Caption Management’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	–	Sell	-96,400	Closed	-$14.1M	–	2125
2025 Q4	$11.6M	Buy	+96,400	New	+$11.2M	0.08%	298
2024 Q2	–	Sell	-52,000	Closed	-$6.06M	–	1559
2024 Q1	$6.04M	Buy	+52,000	New	+$5.44M	0.09%	263
2023 Q4	–	Sell	-45,349	Closed	-$5.33M	–	1731
2023 Q3	$5.33M	Buy	+45,349	New	+$4.97M	0.08%	303
2022 Q4	–	Sell	-664	Closed	-$71.1K	–	1776
2022 Q3	$58K	Sell	664 -2,536	-79%	-$232K	﹤0.01%	1378
2022 Q2	$274K	Sell	3,200 -142,100	-98%	-$12.8M	﹤0.01%	1194
2022 Q1	$12M	Buy	+145,300	New	+$11.3M	0.14%	171
2021 Q1	–	Sell	-14,900	Closed	-$613K	–	1438
2020 Q4	$613K	Buy	+14,900	New	+$559K	0.01%	703
2020 Q3	–	Sell	-116,524	Closed	-$4.76M	–	1299
2020 Q2	$5.21M	Buy	116,524 +59,924	+106%	+$2.69M	0.17%	158
2020 Q1	$2.15M	Buy	+56,600	New	+$3.13M	0.12%	232

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

Caption Management's XOM Position: Q1 2026 in Review

Caption Management sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 96,400 shares — an estimated $14.1M sold.

Caption Management first reported a position in XOM in Q1 2020 and held it in 9 quarters. The position peaked at $12M in Q1 2022. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Caption Management reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Caption Management sold 96,400 ExxonMobil shares in Q1 2026, an estimated $14.1M.
Caption Management first reported a position in ExxonMobil in Q1 2020 and held it in 9 quarters.
Caption Management's ExxonMobil position peaked at $12M in Q1 2022.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.