Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
XOM holding history
ExxonMobil Holdings Corp in every 13F filed by Capital & Planning, 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 Q2 2026 holdings
- Shares (Q2 2026)
- 9,629
- Value
- $1.32M
- % of portfolio
- 0.7%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,629 | $1.32M | 0.7% | −2,095−17.9% | Reduced | Holders |
| Q1 2026 | 11,724 | $1.99M | 1.2% | +11,724 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −14,155−100.0% | Sold out | Holders |
| Q3 2025 | 14,155 | $1.60M | 1.0% | −2,440−14.7% | Reduced | Holders |
| Q2 2025 | 16,595 | $1.79M | 1.2% | −2,373−12.5% | Reduced | Holders |
| Q1 2025 | 18,968 | $2.26M | 1.7% | −392−2.0% | Reduced | Holders |
| Q4 2024 | 19,360 | $2.08M | 1.5% | – | No prior filing | Holders |