KLR Investment Advisors’s ExxonMobil XOM Stock Holding History

KLR 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 Q1	$482K	Sell	4,002 -15	-0.4%	-$1.57K	0.35%	72
2023 Q4	$402K	Sell	4,017 -1,303	-24%	-$137K	0.29%	101
2023 Q3	$583K	Buy	5,320 +385	+8%	+$42.2K	0.53%	45
2023 Q2	$529K	Sell	4,935 -385	-7%	-$42K	0.44%	64
2023 Q1	$583K	Sell	5,320 -387	-7%	-$42.8K	0.51%	50
2022 Q4	$629K	Buy	+5,707	New	+$611K	0.52%	47

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KLR Investment Advisors's XOM Position: Q1 2024 in Review

KLR Investment Advisors reduced its ExxonMobil (XOM) stake by 0.37% in Q1 2024, selling an estimated $1.57K and leaving 4,002 shares worth $482K. The position accounts for 0.35% of the portfolio, ranked #72.

KLR Investment Advisors first reported a position in XOM in Q4 2022 and has held it in 6 quarters since. The position peaked at $629K in Q4 2022. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

KLR Investment Advisors held 4,002 shares of ExxonMobil worth $482K as of Q1 2024.
KLR Investment Advisors sold 15 ExxonMobil shares in Q1 2024, an estimated $1.57K.
ExxonMobil made up 0.35% of KLR Investment Advisors's portfolio in Q1 2024, its #72 holding.
KLR Investment Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's ExxonMobil position peaked at $629K in Q4 2022.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.