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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAPTRUST Financial Advisors's XOM Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its ExxonMobil (XOM) stake by 12% in Q1 2026, selling an estimated $29.7M and leaving 1,429,145 shares worth $242M. The position accounts for 0.42% of the portfolio, ranked #42.

CAPTRUST Financial Advisors first reported a position in XOM in Q3 2017 and has held it in 35 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • CAPTRUST Financial Advisors held 1,429,145 shares of ExxonMobil worth $242M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 203,240 ExxonMobil shares in Q1 2026, an estimated $29.7M.
  • ExxonMobil made up 0.42% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • CAPTRUST Financial Advisors first reported a position in ExxonMobil in Q3 2017 and has held it in 35 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.