Position in XOM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,989,093
+$393,117 QoQ
Shares Held
11,724
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $2,007,893 across 2 Oil & Gas Integrated names. XOM ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
11,724 | $1,989,093 | |
| 2 | BP |
Bp PLC
|
400 | $18,800 |
All Filings in XOM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,989,093 | 11,724 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $1,595,976 | 14,155 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,788,941 | 16,595 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,255,864 | 18,968 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,082,555 | 19,360 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||