Cornerstone Wealth Management, LLC: XOP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on XOP, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 2,169 XOP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,169 sharesChange vs previous 13F -1 shares
0.01% of the 13F portfolio, value $334,529.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,170 sharesChange vs previous 13F +444 shares
0.02% of the 13F portfolio, value $394,606.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,726 sharesChange vs previous 13F -135 shares
0.01% of the 13F portfolio, value $217,909.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,861 sharesChange vs previous 13F +220 shares
0.01% of the 13F portfolio, value $246,061.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,641 sharesChange vs previous 13F -71 shares
0.01% of the 13F portfolio, value $206,407.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,712 sharesChange vs previous 13F +16 shares
0.02% of the 13F portfolio, value $225,524.
13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,696 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $224,476.
13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,695 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $222,969.
13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).