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Bel Air Investment Advisors’s ExxonMobil XOM Stock Holding History

Bel Air 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
2021
Q2 		$1.33M Sell
21,140
-3,046
-13% -$182K 0.04% 159
2021
Q1 		$1.35M Buy
+24,186
New +$1.27M 0.04% 167
2013
Q3 		$22.8M Buy
264,652
+3,843
+1% +$346K 3.19% 12
2013
Q2 		$23.6M Buy
+260,809
New +$23.5M 3.45% 10

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bel Air Investment Advisors's XOM Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its ExxonMobil (XOM) stake by 13% in Q2 2021, selling an estimated $182K and leaving 21,140 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #159.

Bel Air Investment Advisors first reported a position in XOM in Q2 2013 and has held it in 4 quarters since. The position peaked at $23.6M in Q2 2013. 2,747 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

  • Bel Air Investment Advisors held 21,140 shares of ExxonMobil worth $1.33M as of Q2 2021.
  • Bel Air Investment Advisors sold 3,046 ExxonMobil shares in Q2 2021, an estimated $182K.
  • ExxonMobil made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #159 holding.
  • Bel Air Investment Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's ExxonMobil position peaked at $23.6M in Q2 2013.
  • 2,747 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.