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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.85M Sell
45,028
-396
-0.9% -$42.7K 3.53% 6
2025
Q1
$5.4M Buy
45,424
+698
+2% +$83K 4.31% 4
2024
Q4
$4.81M Buy
+44,726
New +$4.81M 3.65% 6