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Capstone Financial Group’s ExxonMobil XOM Stock Holding History

Capstone Financial Group’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
2020
Q3 		$40K Buy
1,194
+78
+7% +$3.19K 0.03% 134
2020
Q2 		$48K Buy
1,116
+367
+49% +$16.5K 0.04% 124
2020
Q1 		$28K Buy
749
+208
+38% +$11.5K 0.03% 122
2019
Q4 		$38K Buy
+541
New +$37.4K 0.04% 126

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capstone Financial Group's XOM Position: Q3 2020 in Review

Capstone Financial Group increased its ExxonMobil (XOM) stake by 7% in Q3 2020, buying an estimated $3.19K and bringing the position to 1,194 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #134.

Capstone Financial Group first reported a position in XOM in Q4 2019 and has held it in 4 quarters since. The position peaked at $48K in Q2 2020. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

  • Capstone Financial Group held 1,194 shares of ExxonMobil worth $40K as of Q3 2020.
  • Capstone Financial Group bought 78 ExxonMobil shares in Q3 2020, an estimated $3.19K.
  • ExxonMobil made up 0.03% of Capstone Financial Group's portfolio in Q3 2020, its #134 holding.
  • Capstone Financial Group first reported a position in ExxonMobil in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's ExxonMobil position peaked at $48K in Q2 2020.
  • 2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.