Number of Shares
45,028.00
Current Holdings Value*
$4.85 Mil
% of Portfolio
3.53%
Total Estimate Gain
$-411,927.80
% of Total Estimate Gain
-7.76%

Capstone Wealth Management Group LLC's Exxon Mobil Corp Holding Summary

As of 2025-06-30, Capstone Wealth Management Group LLC held 45,028.00 shares of Exxon Mobil Corp(XOM), totaling $4.85 Mil. This investment constitutes 3.53% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2024Q4. And since then Capstone Wealth Management Group LLC has made 1 purchases of XOM, at an average price of $116.83, for a total of 45,424.00 shares. In addition, there have been 1 sales at an average price of $107.09 for 396.00 shares. Based on historical transaction data and XOM's current price of $107.77, Capstone Wealth Management Group LLC's estimated gain on his XOM holdings is $-411,927.80, reflecting a -7.76% gain to date.

Capstone Wealth Management Group LLC XOM ($107.77) Holding Chart

Capstone Wealth Management Group LLC XOM ($107.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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