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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kapstone Financial Advisors increased its ExxonMobil (XOM) stake by 7.5% in Q1 2026, buying an estimated $131K and bringing the position to 12,814 shares worth $2.17M. The position accounts for 1.06% of the portfolio, ranked #20.

Kapstone Financial Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Kapstone Financial Advisors held 12,814 shares of ExxonMobil worth $2.17M as of Q1 2026.
Kapstone Financial Advisors bought 898 ExxonMobil shares in Q1 2026, an estimated $131K.
ExxonMobil made up 1.06% of Kapstone Financial Advisors's portfolio in Q1 2026, its #20 holding.
Kapstone Financial Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.