CapWealth Advisors’s ExxonMobil XOM Stock Holding History

CapWealth 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	$529K	Hold	3,869	–	–	0.04%	83
2026 Q1	$656K	Sell	3,869 -1,466	-27%	-$214K	0.05%	80
2025 Q4	$642K	Buy	5,335 +34	+0.6%	+$3.94K	0.04%	85
2025 Q3	$598K	Sell	5,301 -15,529	-75%	-$1.73M	0.04%	84
2025 Q2	$2.25M	Buy	20,830 +1,029	+5%	+$110K	0.22%	54
2025 Q1	$2.35M	Sell	19,801 -957	-5%	-$106K	0.26%	52
2024 Q4	$2.23M	Buy	20,758 +155	+0.8%	+$18.1K	0.24%	53
2024 Q3	$2.42M	Sell	20,603 -90	-0.4%	-$10.4K	0.26%	54
2024 Q2	$2.38M	Buy	20,693 +39	+0.2%	+$4.54K	0.3%	50
2024 Q1	$2.4M	Sell	20,654 -158	-0.8%	-$16.5K	0.27%	50
2023 Q4	$2.08M	Sell	20,812 -1,000	-5%	-$105K	0.25%	52
2023 Q3	$2.56M	Buy	21,812 +2,890	+15%	+$317K	0.33%	54
2023 Q2	$2.03M	Sell	18,922 -2,064	-10%	-$225K	0.25%	56
2023 Q1	$2.3M	Buy	20,986 +20	+0.1%	+$2.21K	0.29%	57
2022 Q4	$2.31M	Sell	20,966 -4,500	-18%	-$482K	0.27%	57
2022 Q3	$2.22M	Sell	25,466 -1,374	-5%	-$125K	0.29%	57
2022 Q2	$2.3M	Buy	26,840 +1,374	+5%	+$124K	0.28%	59
2022 Q1	$2.1M	Sell	25,466 -1,234	-5%	-$95.9K	0.22%	69
2021 Q4	$1.63M	Sell	26,700 -42	-0.2%	-$2.63K	0.17%	66
2021 Q3	$1.57M	Sell	26,742 -173,919	-87%	-$9.91M	0.17%	65
2021 Q2	$12.7M	Buy	200,661 +27,604	+16%	+$1.65M	1.37%	33
2021 Q1	$9.66M	Buy	+173,057	New	+$9.07M	1.1%	39
2020 Q1	–	Sell	-3,726	Closed	-$260K	–	104
2019 Q4	$260K	Hold	3,726	–	–	0.03%	90
2019 Q3	$263K	Hold	3,726	–	–	0.04%	90
2019 Q2	$286K	Sell	3,726 -582	-14%	-$45.1K	0.04%	84
2019 Q1	$348K	Sell	4,308 -625	-13%	-$47.7K	0.05%	79
2018 Q4	$336K	Sell	4,933 -413	-8%	-$32.4K	0.06%	81
2018 Q3	$455K	Sell	5,346 -455	-8%	-$37.2K	0.07%	83
2018 Q2	$480K	Sell	5,801 -55	-0.9%	-$4.38K	0.09%	81
2018 Q1	$437K	Sell	5,856 -875	-13%	-$69.9K	0.08%	79
2017 Q4	$563K	Sell	6,731 -450	-6%	-$37.2K	0.1%	73
2017 Q3	$589K	Buy	7,181 +674	+10%	+$53.5K	0.11%	73
2017 Q2	$525K	Buy	6,507 +507	+8%	+$41.5K	0.11%	76
2017 Q1	$492K	Sell	6,000 -88	-1%	-$7.35K	0.1%	79
2016 Q4	$550K	Buy	6,088 +156	+3%	+$13.6K	0.12%	72
2016 Q3	$518K	Sell	5,932 -26	-0.4%	-$2.31K	0.12%	69
2016 Q2	$559K	Sell	5,958 -702	-11%	-$62.1K	0.14%	66
2016 Q1	$557K	Buy	6,660 +577	+9%	+$46.2K	0.14%	67
2015 Q4	$474K	Sell	6,083 -36	-0.6%	-$2.88K	0.11%	67
2015 Q3	$455K	Buy	6,119 +744	+14%	+$57.3K	0.11%	65
2015 Q2	$447K	Sell	5,375 -2,692	-33%	-$231K	0.11%	64
2015 Q1	$686K	Sell	8,067 -16,189	-67%	-$1.44M	0.16%	63
2014 Q4	$2.24M	Buy	24,256 +258	+1%	+$24.1K	0.53%	49
2014 Q3	$2.26M	Sell	23,998 -1,328	-5%	-$132K	0.51%	50
2014 Q2	$2.55M	Hold	25,326	–	–	0.58%	49
2014 Q1	$2.47M	Hold	25,326	–	–	0.67%	44
2013 Q4	$2.56M	Sell	25,326 -5,760	-19%	-$533K	0.65%	47
2013 Q3	$2.67M	Sell	31,086 -1,075	-3%	-$96.9K	0.74%	45
2013 Q2	$2.91M	Buy	+32,161	New	+$2.89M	0.85%	44

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CapWealth Advisors's XOM Position: Q2 2026 in Review

CapWealth Advisors held its ExxonMobil (XOM) position steady in Q2 2026 at 3,869 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #83.

CapWealth Advisors first reported a position in XOM in Q2 2013 and has held it in 49 quarters since. The position peaked at $12.7M in Q2 2021. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

CapWealth Advisors held 3,869 shares of ExxonMobil worth $529K as of Q2 2026.
CapWealth Advisors left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.04% of CapWealth Advisors's portfolio in Q2 2026, its #83 holding.
CapWealth Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 49 quarters since.
CapWealth Advisors's ExxonMobil position peaked at $12.7M in Q2 2021.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.