CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ExxonMobil XOM Stock Holding History

CAPTRUST 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
Q2 		– Sell
-1,500
Closed -$255K – 3411
2026
Q1 		$255K Buy
+1,500
New +$219K ﹤0.01% 2505
2023
Q4 		– Sell
-100
Closed -$12 – 2811
2023
Q3 		$12 Buy
+100
New +$11K ﹤0.01% 2621

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CAPTRUST Financial Advisors's XOM Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,429,145 shares — an estimated $242M sold.

CAPTRUST Financial Advisors first reported a position in XOM in Q3 2017 and held it in 35 quarters. The position peaked at $242M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,429,145 ExxonMobil shares in Q2 2026, an estimated $242M.
  • CAPTRUST Financial Advisors first reported a position in ExxonMobil in Q3 2017 and held it in 35 quarters.
  • CAPTRUST Financial Advisors's ExxonMobil position peaked at $242M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.