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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
Q2 		$937K Sell
6,851
-1,637
-19% -$245K 0.33% 46
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Capstone Wealth Management Group (Pennsylvania) reduced its ExxonMobil (XOM) stake by 19% in Q2 2026, selling an estimated $245K and leaving 6,851 shares worth $937K. The position accounts for 0.33% of the portfolio, ranked #46.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2022. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 6,851 shares of ExxonMobil worth $937K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,637 ExxonMobil shares in Q2 2026, an estimated $245K.
  • ExxonMobil made up 0.33% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #46 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s ExxonMobil position peaked at $1.45M in Q4 2022.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.