Alera Investment Advisors’s ExxonMobil XOM Stock Holding History

Alera Investment Advisors’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 Q3	$1.22M	Buy	10,372 +360	+4%	+$41.6K	0.14%	70
2024 Q2	$1.15M	Buy	10,012 +4,342	+77%	+$506K	0.14%	72
2024 Q1	$659K	Buy	5,670 +2,372	+72%	+$248K	0.09%	99
2023 Q4	$330K	Buy	3,298 +105	+3%	+$11K	0.04%	137
2023 Q3	$375K	Sell	3,193 -10	-0.3%	-$1.1K	0.06%	126
2023 Q2	$344K	Sell	3,203 -322	-9%	-$35.1K	0.07%	137
2023 Q1	$387K	Buy	3,525 +23	+0.7%	+$2.54K	0.09%	130
2022 Q4	$386K	Sell	3,502 -267	-7%	-$28.6K	0.09%	128
2022 Q3	$329K	Buy	3,769 +276	+8%	+$25.2K	0.09%	136
2022 Q2	$299K	Buy	3,493 +369	+12%	+$33.3K	0.08%	145
2022 Q1	$258K	Buy	+3,124	New	+$243K	0.06%	160
2019 Q2	–	Sell	-1,826	Closed	-$148K	–	1037
2019 Q1	$148K	Sell	1,826 -1,377	-43%	-$105K	0.07%	86
2018 Q4	$218K	Buy	+3,203	New	+$251K	0.13%	80

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

Alera Investment Advisors's XOM Position: Q3 2024 in Review

Alera Investment Advisors increased its ExxonMobil (XOM) stake by 3.6% in Q3 2024, buying an estimated $41.6K and bringing the position to 10,372 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #70.

Alera Investment Advisors first reported a position in XOM in Q4 2018 and has held it in 13 quarters since. 3,926 funds tracked by Wall St. Rank hold XOM as of Q3 2024.

Alera Investment Advisors held 10,372 shares of ExxonMobil worth $1.22M as of Q3 2024.
Alera Investment Advisors bought 360 ExxonMobil shares in Q3 2024, an estimated $41.6K.
ExxonMobil made up 0.14% of Alera Investment Advisors's portfolio in Q3 2024, its #70 holding.
Alera Investment Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 13 quarters since.
3,926 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.