Capital Wealth Management’s ExxonMobil XOM Stock Holding History

Capital Wealth Management’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 Q1	–	Sell	-2,330	Closed	-$233K	–	46
2023 Q4	$233K	Buy	2,330 +30	+1%	+$3.15K	0.12%	41
2023 Q3	$270K	Hold	2,300	–	–	0.15%	39
2023 Q2	$247K	Hold	2,300	–	–	0.13%	41
2023 Q1	$252K	Buy	+2,300	New	+$254K	0.14%	40
2019 Q4	–	Sell	-4,037	Closed	-$285K	–	37
2019 Q3	$285K	Sell	4,037 -331	-8%	-$23.9K	0.3%	24
2019 Q2	$334K	Buy	4,368 +84	+2%	+$6.5K	0.33%	26
2019 Q1	$346K	Buy	4,284 +247	+6%	+$18.8K	0.35%	26
2018 Q4	$275K	Hold	4,037	–	–	0.3%	29
2018 Q3	$343K	Hold	4,037	–	–	0.3%	33
2018 Q2	$334K	Hold	4,037	–	–	0.3%	31
2018 Q1	$301K	Sell	4,037 -1,460	-27%	-$117K	0.28%	32
2017 Q4	$460K	Buy	+5,497	New	+$455K	0.4%	31

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Wealth Management's XOM Position: Q1 2024 in Review

Capital Wealth Management sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 2,330 shares — an estimated $233K sold.

Capital Wealth Management first reported a position in XOM in Q4 2017 and held it in 12 quarters. The position peaked at $460K in Q4 2017. 3,802 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Capital Wealth Management reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Capital Wealth Management sold 2,330 ExxonMobil shares in Q1 2024, an estimated $233K.
Capital Wealth Management first reported a position in ExxonMobil in Q4 2017 and held it in 12 quarters.
Capital Wealth Management's ExxonMobil position peaked at $460K in Q4 2017.
3,802 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Capital Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.