Capstone Wealth Management (Alabama)’s ExxonMobil XOM Stock Holding History

Capstone Wealth Management (Alabama)’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
2026 Q2	$526K	Buy	3,851 +1,243	+48%	+$186K	0.24%	50
2026 Q1	$443K	Buy	2,608 +2	+0.1%	+$292	0.31%	35
2025 Q4	$314K	Buy	2,606 +79	+3%	+$9.16K	0.23%	41
2025 Q3	$285K	Buy	2,527 +92	+4%	+$10.2K	0.22%	43
2025 Q2	$262K	Hold	2,435	–	–	0.23%	43
2025 Q1	$290K	Hold	2,435	–	–	0.29%	39
2024 Q4	$262K	Buy	+2,435	New	+$285K	0.26%	38

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s XOM Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its ExxonMobil (XOM) stake by 48% in Q2 2026, buying an estimated $186K and bringing the position to 3,851 shares worth $526K. The position accounts for 0.24% of the portfolio, ranked #50.

Capstone Wealth Management (Alabama) first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Capstone Wealth Management (Alabama) held 3,851 shares of ExxonMobil worth $526K as of Q2 2026.
Capstone Wealth Management (Alabama) bought 1,243 ExxonMobil shares in Q2 2026, an estimated $186K.
ExxonMobil made up 0.24% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #50 holding.
Capstone Wealth Management (Alabama) first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.