Advantage Alpha Capital Partners’s ExxonMobil XOM Stock Holding History

Advantage Alpha Capital Partners’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
2024 Q3	–	Sell	-3,911	Closed	-$450K	–	196
2024 Q2	$450K	Sell	3,911 -425	-10%	-$49.5K	0.1%	104
2024 Q1	$504K	Sell	4,336 -397	-8%	-$41.5K	0.09%	113
2023 Q4	$473K	Buy	+4,733	New	+$497K	0.09%	152

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advantage Alpha Capital Partners's XOM Position: Q3 2024 in Review

Advantage Alpha Capital Partners sold out of ExxonMobil (XOM) in Q3 2024, closing a stake of 3,911 shares — an estimated $450K sold.

Advantage Alpha Capital Partners first reported a position in XOM in Q4 2023 and held it in 3 quarters. The position peaked at $504K in Q1 2024. 3,925 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Advantage Alpha Capital Partners reported no remaining ExxonMobil position as of Q3 2024 after selling out during the quarter.
Advantage Alpha Capital Partners sold 3,911 ExxonMobil shares in Q3 2024, an estimated $450K.
Advantage Alpha Capital Partners first reported a position in ExxonMobil in Q4 2023 and held it in 3 quarters.
Advantage Alpha Capital Partners's ExxonMobil position peaked at $504K in Q1 2024.
3,925 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Advantage Alpha Capital Partners's 13F filing for Q3 2024, filed 13 Nov 2024.