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Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overviewAll 13F holders of XOMFull Q1 2026 holdings

Shares (Q1 2026)
4,870
Value
$826.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of XOM by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20264,870$826.2K0.1%−102−2.1%ReducedHolders
Q4 20254,972$598.3K0.1%+73+1.5%AddedHolders
Q3 20254,899$552.4K0.1%−85−1.7%ReducedHolders
Q2 20254,984$537.3K0.1%−1,095−18.0%ReducedHolders
Q1 20256,079$723.0K0.1%+103+1.7%AddedHolders
Q4 20245,976$642.8K0.1%−1,885−24.0%ReducedHolders
Q3 20247,861$921.5K0.1%+1,674+27.1%AddedHolders
Q2 20246,187$712.2K0.1%−468−7.0%ReducedHolders
Q1 20246,655$773.6K0.1%−170−2.5%ReducedHolders
Q4 20236,825$682.4K0.1%−223−3.2%ReducedHolders
Q3 20237,048$828.7K0.2%−210−2.9%ReducedHolders
Q2 20237,258$778.4K0.2%−160−2.2%ReducedHolders
Q1 20237,418$813.5K0.2%−255−3.3%ReducedHolders
Q4 20227,673$846.3K0.2%−100−1.3%ReducedHolders
Q3 20227,773$679.0K0.2%+204+2.7%AddedHolders
Q2 20227,569$648.0K0.2%+1,873+32.9%AddedHolders
Q1 20225,696$470.0K0.1%+1,282+29.0%AddedHolders
Q4 20214,414$270.0K0.1%+504+12.9%AddedHolders
Q3 20213,910$230.0K<0.1%00.0%UnchangedHolders
Q2 20213,910$247.0K0.1%+36+0.9%AddedHolders
Q1 20213,874$216.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.