Capstone Wealth Management Group LLC's ownership history for XLE

Capstone Wealth Management Group LLC currently holds 56.7K shares with a market value of $3.5M. It started holding XLE on 2024-12-31. At its peak, it held 56.8K shares on 2025-12-31. Its highest holding value was $3.5M on 2026-03-31. At its lowest, it held 27.8K shares on 2025-06-30, with a value of $2.4M on 2025-06-30. In the recent 180 days, Capstone Wealth Management Group LLC has increased its shares by 28.4K. In the recent year, Capstone Wealth Management Group LLC has increased its shares by 27.3K.