Oil price surge lifts US oil producers; Capital One lags post-Brex deal; Kimberly-Clark added after share dip.

Shares of US oil producers, including Diamondback Energy, rose sharply due to a significant increase in oil prices, sparking a broad market rally. Capital One underperformed during the quarter following its acquisition of Brex, an AI-driven commercial fintech platform. Meanwhile, Kimberly-Clark was added to the portfolio after its share price declined post-announcement of acquiring Kenvue. These moves reflect strategic shifts in response to market conditions and corporate developments.