Capasso Planning Partners’s ExxonMobil XOM Stock Holding History

Capasso Planning 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 Q2	–	Sell	-3,221	Closed	-$374K	–	153
2024 Q1	$374K	Sell	3,221 -945	-23%	-$98.9K	0.16%	78
2023 Q4	$417K	Buy	+4,166	New	+$438K	0.19%	68
2023 Q1	–	Sell	-2,783	Closed	-$307K	–	110
2022 Q4	$307K	Sell	2,783 -11	-0.4%	-$1.18K	0.2%	73
2022 Q3	$244K	Buy	2,794 +88	+3%	+$8.03K	0.17%	74
2022 Q2	$232K	Buy	2,706 +183	+7%	+$16.5K	0.16%	75
2022 Q1	$208K	Buy	+2,523	New	+$196K	0.15%	82

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

Capasso Planning Partners's XOM Position: Q2 2024 in Review

Capasso Planning Partners sold out of ExxonMobil (XOM) in Q2 2024, closing a stake of 3,221 shares — an estimated $374K sold.

Capasso Planning Partners first reported a position in XOM in Q1 2022 and held it in 6 quarters. The position peaked at $417K in Q4 2023. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Capasso Planning Partners reported no remaining ExxonMobil position as of Q2 2024 after selling out during the quarter.
Capasso Planning Partners sold 3,221 ExxonMobil shares in Q2 2024, an estimated $374K.
Capasso Planning Partners first reported a position in ExxonMobil in Q1 2022 and held it in 6 quarters.
Capasso Planning Partners's ExxonMobil position peaked at $417K in Q4 2023.
3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Capasso Planning Partners's 13F filing for Q2 2024, filed 2 Dec 2024.