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Clear Rock Advisors’s ExxonMobil XOM Stock Holding History

Clear Rock 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
Q2 		$1.85M Buy
16,051
+8,500
+113% +$990K 0.79% 43
2024
Q1 		$878K Buy
7,551
+3,000
+66% +$314K 0.38% 45
2023
Q4 		$463K Buy
+4,551
New +$478K 0.21% 52

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clear Rock Advisors's XOM Position: Q2 2024 in Review

Clear Rock Advisors increased its ExxonMobil (XOM) stake by 113% in Q2 2024, buying an estimated $990K and bringing the position to 16,051 shares worth $1.85M. The position accounts for 0.79% of the portfolio, ranked #43.

Clear Rock Advisors first reported a position in XOM in Q4 2023 and has held it in 3 quarters since. 3,923 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

  • Clear Rock Advisors held 16,051 shares of ExxonMobil worth $1.85M as of Q2 2024.
  • Clear Rock Advisors bought 8,500 ExxonMobil shares in Q2 2024, an estimated $990K.
  • ExxonMobil made up 0.79% of Clear Rock Advisors's portfolio in Q2 2024, its #43 holding.
  • Clear Rock Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 3 quarters since.
  • 3,923 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.