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Disclosery

CapWealth Advisors, LLC: XOM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on XOM, newest first. How the timeline and the estimate are built.

CapWealth Advisors, LLC held 5,219 XOM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,219 shares
    Change vs previous 13F +1,350 shares

    0.06% of the 13F portfolio, value $849,392.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,869 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $528,970.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).