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

Capstone Wealth Management Group (Oregon)’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	$6.21M	Buy	45,404 +3	+0%	+$449	3.74%	4
2026 Q1	$7.7M	Buy	45,401 +390	+0.9%	+$56.9K	4.74%	3
2025 Q4	$5.42M	Sell	45,011 -45	-0.1%	-$5.22K	3.28%	4
2025 Q3	$5.08M	Buy	45,056 +28	+0.1%	+$3.11K	3.24%	7
2025 Q2	$4.85M	Sell	45,028 -396	-0.9%	-$42.3K	3.53%	6
2025 Q1	$5.4M	Buy	45,424 +698	+2%	+$77.2K	4.31%	4
2024 Q4	$4.81M	Buy	+44,726	New	+$5.23M	3.65%	6

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Capstone Wealth Management Group (Oregon) increased its ExxonMobil (XOM) stake by 0.01% in Q2 2026, buying an estimated $449 and bringing the position to 45,404 shares worth $6.21M. The position accounts for 3.74% of the portfolio, ranked #4.

Capstone Wealth Management Group (Oregon) first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.7M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 45,404 shares of ExxonMobil worth $6.21M as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 3 ExxonMobil shares in Q2 2026, an estimated $449.
ExxonMobil made up 3.74% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #4 holding.
Capstone Wealth Management Group (Oregon) first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s ExxonMobil position peaked at $7.7M in Q1 2026.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.