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Kapstone Financial Advisors’s ExxonMobil XOM Stock Holding History

Kapstone 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 		$2.1M Buy
15,357
+2,543
+20% +$381K 0.88% 24
2026
Q1 		$2.17M Buy
12,814
+898
+8% +$131K 1.06% 20
2025
Q4 		$1.43M Buy
11,916
+1,210
+11% +$140K 0.71% 28
2025
Q3 		$1.21M Sell
10,706
-804
-7% -$89.4K 0.57% 28
2025
Q2 		$1.24M Hold
11,510
– – 0.62% 27
2025
Q1 		$1.37M Sell
11,510
-20
-0.2% -$2.21K 0.77% 24
2024
Q4 		$1.25M Sell
11,530
-255
-2% -$29.8K 0.67% 26
2024
Q3 		$1.36M Buy
11,785
+2
+0% +$231 0.83% 24
2024
Q2 		$1.36M Buy
11,783
+893
+8% +$104K 0.89% 23
2024
Q1 		$1.27M Buy
10,890
+200
+2% +$20.9K 0.86% 26
2023
Q4 		$1.09M Buy
10,690
+487
+5% +$51.2K 0.86% 26
2023
Q3 		$1.2M Buy
10,203
+400
+4% +$43.9K 1.08% 21
2023
Q2 		$1.05M Sell
9,803
-28
-0.3% -$3.06K 0.87% 23
2023
Q1 		$1.14M Hold
9,831
– – 1.03% 21
2022
Q4 		$1.09M Buy
+9,831
New +$1.05M 1% 20

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

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

Kapstone Financial Advisors increased its ExxonMobil (XOM) stake by 20% in Q2 2026, buying an estimated $381K and bringing the position to 15,357 shares worth $2.1M. The position accounts for 0.88% of the portfolio, ranked #24.

Kapstone Financial Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Kapstone Financial Advisors held 15,357 shares of ExxonMobil worth $2.1M as of Q2 2026.
  • Kapstone Financial Advisors bought 2,543 ExxonMobil shares in Q2 2026, an estimated $381K.
  • ExxonMobil made up 0.88% of Kapstone Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Kapstone Financial Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's ExxonMobil position peaked at $2.17M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.