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Coppell Advisory Solutions Corp’s ExxonMobil XOM Stock Holding History

Coppell Advisory Solutions Corp’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 		$1.2M Buy
+10,362
New +$1.08M 0.23% 103
2023
Q1 		$611K Buy
5,582
+1,586
+40% +$175K 0.2% 114
2022
Q4 		$441K Buy
+3,996
New +$428K 0.15% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coppell Advisory Solutions Corp's XOM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in ExxonMobil (XOM) in Q1 2024: 10,362 shares worth $1.2M. The stake represents 0.23% of the portfolio and ranks #103 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in XOM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in XOM in Q4 2022 and has held it in 3 quarters since. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,362 shares of ExxonMobil worth $1.2M as of Q1 2024.
  • ExxonMobil was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • ExxonMobil made up 0.23% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #103 holding.
  • Coppell Advisory Solutions Corp first reported a position in ExxonMobil in Q4 2022 and has held it in 3 quarters since.
  • 3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.