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

Capstone Wealth Management Group (Pennsylvania)’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
Q1 		$1.44M Buy
8,488
+2,653
+45% +$387K 0.6% 36
2025
Q4 		$702K Buy
5,835
+1,566
+37% +$182K 0.29% 45
2025
Q3 		$481K Sell
4,269
-1,426
-25% -$159K 0.2% 53
2025
Q2 		$614K Buy
5,695
+596
+12% +$63.7K 0.59% 32
2025
Q1 		$606K Sell
5,099
-2,791
-35% -$309K 0.35% 49
2024
Q4 		$849K Sell
7,890
-457
-5% -$53.5K 0.45% 50
2024
Q3 		$978K Sell
8,347
-36
-0.4% -$4.16K 0.58% 40
2024
Q2 		$965K Buy
8,383
+3
+0% +$349 0.63% 38
2024
Q1 		$974K Sell
8,380
-2,303
-22% -$241K 0.7% 36
2023
Q4 		$1.07M Buy
10,683
+1,537
+17% +$162K 1.01% 26
2023
Q3 		$1.08M Buy
9,146
+175
+2% +$19.2K 1.11% 24
2023
Q2 		$962K Sell
8,971
-3,535
-28% -$386K 0.99% 27
2023
Q1 		$1.37M Sell
12,506
-680
-5% -$75.2K 1.52% 14
2022
Q4 		$1.45M Sell
13,186
-195
-1% -$20.9K 1.57% 16
2022
Q3 		$1.17M Sell
13,381
-126
-0.9% -$11.5K 1.49% 19
2022
Q2 		$1.16M Buy
13,507
+110
+0.8% +$9.92K 1.4% 19
2022
Q1 		$1.11M Buy
13,397
+2,516
+23% +$196K 1.11% 24
2021
Q4 		$666K Buy
+10,881
New +$680K 0.54% 39

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XOM Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its ExxonMobil (XOM) stake by 45% in Q1 2026, buying an estimated $387K and bringing the position to 8,488 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #36.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q4 2022. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 8,488 shares of ExxonMobil worth $1.44M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 2,653 ExxonMobil shares in Q1 2026, an estimated $387K.
  • ExxonMobil made up 0.6% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #36 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s ExxonMobil position peaked at $1.45M in Q4 2022.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.