Beach Investment Counsel’s Exxon Mobil XOM Stock Holding History

Beach Investment Counsel’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.05M	Hold	8,846	–	–	0.15%	67
2024 Q4	$952K	Sell	8,846 -2,726	-24%	-$293K	0.13%	71
2024 Q3	$1.36M	Sell	11,572 -183	-2%	-$21.4K	0.17%	72
2024 Q2	$1.35M	Hold	11,755	–	–	0.17%	73
2024 Q1	$1.18M	Hold	11,755	–	–	0.14%	88
2023 Q4	$1.18M	Hold	11,755	–	–	0.15%	88
2023 Q3	$1.38M	Hold	11,755	–	–	0.17%	89
2023 Q2	$1.26M	Hold	11,755	–	–	0.15%	95
2023 Q1	$1.29M	Hold	11,755	–	–	0.17%	81
2022 Q4	$1.3M	Hold	11,755	–	–	0.16%	86
2022 Q3	$1.03M	Sell	11,755 -200	-2%	-$17.5K	0.15%	90
2022 Q2	$1.02M	Hold	11,955	–	–	0.13%	95
2022 Q1	$987K	Hold	11,955	–	–	0.1%	103
2021 Q4	$732K	Hold	11,955	–	–	0.1%	91
2021 Q3	$703K	Hold	11,955	–	–	0.07%	113
2021 Q2	$754K	Sell	11,955 -100	-0.8%	-$6.31K	0.07%	115
2021 Q1	$673K	Hold	12,055	–	–	0.06%	110
2020 Q4	$497K	Sell	12,055 -800	-6%	-$33K	0.05%	114
2020 Q3	$441K	Sell	12,855 -650	-5%	-$22.3K	0.05%	107
2020 Q2	$604K	Sell	13,505 -13,995	-51%	-$626K	0.08%	99
2020 Q1	$1.04M	Sell	27,500 -3,350	-11%	-$127K	0.17%	75
2019 Q4	$2.15M	Sell	30,850 -2,990	-9%	-$209K	0.24%	71
2019 Q3	$2.39M	Sell	33,840 -100	-0.3%	-$7.06K	0.27%	66
2019 Q2	$2.6M	Hold	33,940	–	–	0.3%	70
2019 Q1	$2.74M	Hold	33,940	–	–	0.31%	62
2018 Q4	$2.49M	Sell	33,940 -750	-2%	-$55K	0.3%	65
2018 Q3	$2.95M	Hold	34,690	–	–	0.29%	62
2018 Q2	$2.87M	Hold	34,690	–	–	0.3%	62
2018 Q1	$2.59M	Sell	34,690 -150	-0.4%	-$11.2K	0.27%	66
2017 Q4	$2.91M	Sell	34,840 -675	-2%	-$56.5K	0.28%	64
2017 Q3	$2.91M	Hold	35,515	–	–	0.31%	61
2017 Q2	$2.87M	Hold	35,515	–	–	0.29%	60
2017 Q1	$2.91M	Sell	35,515 -100	-0.3%	-$8.2K	0.31%	61
2016 Q4	$3.22M	Sell	35,615 -712	-2%	-$64.3K	0.37%	56
2016 Q3	$3.17M	Sell	36,327 -170	-0.5%	-$14.8K	0.36%	46
2016 Q2	$3.42M	Buy	36,497 +500	+1%	+$46.9K	0.4%	48
2016 Q1	$3.01M	Sell	35,997 -700	-2%	-$58.5K	0.34%	58
2015 Q4	$2.86M	Sell	36,697 -44	-0.1%	-$3.43K	0.33%	62
2015 Q3	$2.73M	Hold	36,741	–	–	0.34%	57
2015 Q2	$3.06M	Buy	36,741 +500	+1%	+$41.6K	0.3%	63
2015 Q1	$3.08M	Sell	36,241 -400	-1%	-$34K	0.28%	61
2014 Q4	$3.39M	Sell	36,641 -801	-2%	-$74K	0.28%	59
2014 Q3	$3.52M	Buy	37,442 +233	+0.6%	+$21.9K	0.33%	59
2014 Q2	$3.75M	Sell	37,209 -27	-0.1%	-$2.72K	0.33%	56
2014 Q1	$3.64M	Sell	37,236 -4,038	-10%	-$394K	0.33%	58
2013 Q4	$4.18M	Sell	41,274 -513	-1%	-$51.9K	0.39%	49
2013 Q3	$3.6M	Hold	41,787	–	–	0.38%	46
2013 Q2	$3.78M	Buy	+41,787	New	+$3.78M	0.4%	47