Beach Investment Counsel’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.05M | Hold |
8,846
| – | – | 0.15% | 67 |
|
|
2024
Q4 | $952K | Sell |
8,846
-2,726
| -24% | -$319K | 0.13% | 71 |
|
|
2024
Q3 | $1.36M | Sell |
11,572
-183
| -2% | -$21.1K | 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% | -$18.3K | 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% | -$5.97K | 0.07% | 115 |
|
|
2021
Q1 | $673K | Hold |
12,055
| – | – | 0.06% | 110 |
|
|
2020
Q4 | $497K | Sell |
12,055
-800
| -6% | -$30K | 0.05% | 114 |
|
|
2020
Q3 | $441K | Sell |
12,855
-650
| -5% | -$26.6K | 0.05% | 107 |
|
|
2020
Q2 | $604K | Sell |
13,505
-13,995
| -51% | -$628K | 0.08% | 99 |
|
|
2020
Q1 | $1.04M | Sell |
27,500
-3,350
| -11% | -$185K | 0.17% | 75 |
|
|
2019
Q4 | $2.15M | Sell |
30,850
-2,990
| -9% | -$207K | 0.24% | 71 |
|
|
2019
Q3 | $2.39M | Sell |
33,840
-100
| -0.3% | -$7.23K | 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% | -$58.8K | 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% | -$12K | 0.27% | 66 |
|
|
2017
Q4 | $2.91M | Sell |
34,840
-675
| -2% | -$55.8K | 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% | -$8.35K | 0.31% | 61 |
|
|
2016
Q4 | $3.21M | Sell |
35,615
-712
| -2% | -$62.2K | 0.37% | 56 |
|
|
2016
Q3 | $3.17M | Sell |
36,327
-170
| -0.5% | -$15.1K | 0.36% | 46 |
|
|
2016
Q2 | $3.42M | Buy |
36,497
+500
| +1% | +$44.2K | 0.4% | 48 |
|
|
2016
Q1 | $3.01M | Sell |
35,997
-700
| -2% | -$56.1K | 0.34% | 58 |
|
|
2015
Q4 | $2.86M | Sell |
36,697
-44
| -0.1% | -$3.52K | 0.33% | 62 |
|
|
2015
Q3 | $2.73M | Hold |
36,741
| – | – | 0.34% | 57 |
|
|
2015
Q2 | $3.06M | Buy |
36,741
+500
| +1% | +$43K | 0.3% | 63 |
|
|
2015
Q1 | $3.08M | Sell |
36,241
-400
| -1% | -$35.5K | 0.28% | 61 |
|
|
2014
Q4 | $3.39M | Sell |
36,641
-801
| -2% | -$74.7K | 0.28% | 59 |
|
|
2014
Q3 | $3.52M | Buy |
37,442
+233
| +0.6% | +$23.2K | 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% | -$385K | 0.33% | 58 |
|
|
2013
Q4 | $4.18M | Sell |
41,274
-513
| -1% | -$47.4K | 0.39% | 49 |
|
|
2013
Q3 | $3.6M | Hold |
41,787
| – | – | 0.38% | 46 |
|
|
2013
Q2 | $3.77M | Buy |
+41,787
| New | +$3.76M | 0.4% | 47 |
|
Other funds holding XOM
Beach Investment Counsel's XOM Position: Q1 2025 in Review
Beach Investment Counsel held its ExxonMobil (XOM) position steady in Q1 2025 at 8,846 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #67.
Beach Investment Counsel first reported a position in XOM in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.18M in Q4 2013. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.
- Beach Investment Counsel held 8,846 shares of ExxonMobil worth $1.05M as of Q1 2025.
- Beach Investment Counsel left its ExxonMobil share count unchanged in Q1 2025.
- ExxonMobil made up 0.15% of Beach Investment Counsel's portfolio in Q1 2025, its #67 holding.
- Beach Investment Counsel first reported a position in ExxonMobil in Q2 2013 and has held it in 48 quarters since.
- Beach Investment Counsel's ExxonMobil position peaked at $4.18M in Q4 2013.
- 4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.
Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.