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Capstone Triton Financial Group’s ExxonMobil XOM Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-1,144
Closed -$47K – 328
2020
Q4 		$47K Buy
+1,144
New +$42.9K 0.03% 210

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Triton Financial Group's XOM Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of ExxonMobil (XOM) in Q1 2021, closing a stake of 1,144 shares — an estimated $47K sold.

Capstone Triton Financial Group first reported a position in XOM in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 2,699 funds tracked by Wall St. Rank hold XOM as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining ExxonMobil position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 1,144 ExxonMobil shares in Q1 2021, an estimated $47K.
  • Capstone Triton Financial Group first reported a position in ExxonMobil in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's ExxonMobil position peaked at $47K in Q4 2020.
  • 2,699 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.