Family Capital Trust’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.07M | Buy |
37,119
+30,480
| +459% | +$4.56M | 1.65% | 22 |
|
|
2026
Q1 | $1.13M | Buy |
6,639
+4,273
| +181% | +$624K | 0.41% | 42 |
|
|
2025
Q4 | $285K | Buy |
2,366
+33
| +1% | +$3.83K | 0.09% | 50 |
|
|
2025
Q3 | $263K | Buy |
+2,333
| New | +$259K | 0.09% | 48 |
|
|
2020
Q2 | – | Sell |
-4,375
| Closed | -$225K | – | 56 |
|
|
2020
Q1 | $225K | Hold |
4,375
| – | – | 0.09% | 41 |
|
|
2019
Q4 | $305K | Hold |
4,375
| – | – | 0.11% | 38 |
|
|
2019
Q3 | $309K | Hold |
4,375
| – | – | 0.13% | 35 |
|
|
2019
Q2 | $335K | Hold |
4,375
| – | – | 0.13% | 35 |
|
|
2019
Q1 | $354K | Hold |
4,375
| – | – | 0.15% | 36 |
|
|
2018
Q4 | $298K | Sell |
4,375
-300
| -6% | -$23.5K | 0.14% | 36 |
|
|
2018
Q3 | $397K | Sell |
4,675
-4,075
| -47% | -$333K | 0.17% | 34 |
|
|
2018
Q2 | $724K | Hold |
8,750
| – | – | 0.32% | 32 |
|
|
2018
Q1 | $653K | Hold |
8,750
| – | – | 0.3% | 32 |
|
|
2017
Q4 | $732K | Hold |
8,750
| – | – | 0.34% | 33 |
|
|
2017
Q3 | $717K | Hold |
8,750
| – | – | 0.36% | 32 |
|
|
2017
Q2 | $706K | Sell |
8,750
-270
| -3% | -$22.1K | 0.37% | 33 |
|
|
2017
Q1 | $736K | Sell |
9,020
-2,877
| -24% | -$240K | 0.39% | 33 |
|
|
2016
Q4 | $1.07M | Sell |
11,897
-7,050
| -37% | -$616K | 0.62% | 30 |
|
|
2016
Q3 | $1.65M | Hold |
18,947
| – | – | 0.94% | 25 |
|
|
2016
Q2 | $1.78M | Hold |
18,947
| – | – | 1.05% | 25 |
|
|
2016
Q1 | $1.58M | Sell |
18,947
-3,070
| -14% | -$246K | 0.92% | 26 |
|
|
2015
Q4 | $1.72M | Sell |
22,017
-209
| -0.9% | -$16.7K | 0.94% | 25 |
|
|
2015
Q3 | $1.65M | Sell |
22,226
-713
| -3% | -$54.9K | 0.96% | 22 |
|
|
2015
Q2 | $1.91M | Buy |
22,939
+113
| +0.5% | +$9.71K | 1.07% | 26 |
|
|
2015
Q1 | $1.94M | Sell |
22,826
-968
| -4% | -$85.8K | 1.07% | 27 |
|
|
2014
Q4 | $2.2M | Buy |
23,794
+104
| +0.4% | +$9.7K | 1.15% | 29 |
|
|
2014
Q3 | $2.23M | Sell |
23,690
-180
| -0.8% | -$17.9K | 1.22% | 29 |
|
|
2014
Q2 | $2.4M | Hold |
23,870
| – | – | 1.24% | 30 |
|
|
2014
Q1 | $2.33M | Hold |
23,870
| – | – | 1.27% | 27 |
|
|
2013
Q4 | $2.42M | Sell |
23,870
-1,216
| -5% | -$112K | 1.32% | 24 |
|
|
2013
Q3 | $2.16M | Sell |
25,086
-824
| -3% | -$74.3K | 1.3% | 26 |
|
|
2013
Q2 | $2.34M | Buy |
+25,910
| New | +$2.33M | 1.49% | 22 |
|
Other funds holding XOM
Family Capital Trust's XOM Position: Q2 2026 in Review
Family Capital Trust increased its ExxonMobil (XOM) stake by 459% in Q2 2026, buying an estimated $4.56M and bringing the position to 37,119 shares worth $5.07M. The position accounts for 1.65% of the portfolio, ranked #22.
Family Capital Trust first reported a position in XOM in Q2 2013 and has held it in 32 quarters since. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Family Capital Trust held 37,119 shares of ExxonMobil worth $5.07M as of Q2 2026.
- Family Capital Trust bought 30,480 ExxonMobil shares in Q2 2026, an estimated $4.56M.
- ExxonMobil made up 1.65% of Family Capital Trust's portfolio in Q2 2026, its #22 holding.
- Family Capital Trust first reported a position in ExxonMobil in Q2 2013 and has held it in 32 quarters since.
- 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.