Beacon Capital Management Inc (Ohio)’s ExxonMobil XOM Stock Holding History

Beacon Capital Management Inc (Ohio)’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	–	Sell	-199	Closed	-$19.9K	–	66
2023 Q4	$19.9K	Hold	199	–	–	﹤0.01%	52
2023 Q3	$23.4K	Hold	199	–	–	﹤0.01%	43
2023 Q2	$21.3K	Hold	199	–	–	﹤0.01%	44
2023 Q1	$21.8K	Hold	199	–	–	﹤0.01%	54
2022 Q4	$21.9K	Hold	199	–	–	﹤0.01%	50
2022 Q3	$17K	Hold	199	–	–	﹤0.01%	53
2022 Q2	$17K	Hold	199	–	–	﹤0.01%	57
2022 Q1	$16K	Hold	199	–	–	﹤0.01%	56
2021 Q4	$12K	Hold	199	–	–	﹤0.01%	52
2021 Q3	$12K	Buy	+199	New	+$11.3K	﹤0.01%	61
2021 Q2	–	Sell	-199	Closed	-$11K	–	59
2021 Q1	$11K	Hold	199	–	–	﹤0.01%	47
2020 Q4	$8K	Hold	199	–	–	﹤0.01%	48
2020 Q3	$7K	Hold	199	–	–	﹤0.01%	50
2020 Q2	$9K	Sell	199 -21	-10%	-$942	﹤0.01%	53
2020 Q1	$8K	Buy	220 +21	+11%	+$1.16K	﹤0.01%	48
2019 Q4	$14K	Hold	199	–	–	﹤0.01%	46
2019 Q3	$14K	Sell	199 -1	-0.5%	-$72	﹤0.01%	46
2019 Q2	$15K	Buy	200 +1	+0.5%	+$77	﹤0.01%	49
2019 Q1	$16K	Hold	199	–	–	﹤0.01%	48
2018 Q4	$14K	Hold	199	–	–	﹤0.01%	45
2018 Q3	$17K	Hold	199	–	–	﹤0.01%	45
2018 Q2	$16K	Hold	199	–	–	﹤0.01%	53
2018 Q1	$15K	Hold	199	–	–	﹤0.01%	46
2017 Q4	$17K	Hold	199	–	–	﹤0.01%	43
2017 Q3	$16K	Hold	199	–	–	﹤0.01%	44
2017 Q2	$16K	Sell	199 -2	-1%	-$164	﹤0.01%	47
2017 Q1	$16K	Buy	201 +2	+1%	+$167	﹤0.01%	45
2016 Q4	$18K	Sell	199 -200	-50%	-$17.5K	﹤0.01%	44
2016 Q3	$35K	Sell	399 -510	-56%	-$45.2K	﹤0.01%	48
2016 Q2	$85K	Sell	909 -605	-40%	-$53.5K	0.01%	46
2016 Q1	$127K	Sell	1,514 -680	-31%	-$54.5K	0.01%	45
2015 Q4	$171K	Sell	2,194 -501	-19%	-$40K	0.01%	43
2015 Q3	$200K	Sell	2,695 -94	-3%	-$7.24K	0.01%	34
2015 Q2	$232K	Sell	2,789 -318	-10%	-$27.3K	0.02%	45
2015 Q1	$264K	Buy	3,107 +30	+1%	+$2.66K	0.02%	46
2014 Q4	$284K	Sell	3,077 -100	-3%	-$9.32K	0.03%	45
2014 Q3	$299K	Hold	3,177	–	–	0.05%	45
2014 Q2	$320K	Buy	3,177 +126	+4%	+$12.7K	0.06%	45
2014 Q1	$298K	Buy	3,051 +127	+4%	+$12.1K	0.07%	45
2013 Q4	$296K	Buy	+2,924	New	+$270K	0.09%	46

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

Beacon Capital Management Inc (Ohio)'s XOM Position: Q1 2024 in Review

Beacon Capital Management Inc (Ohio) sold out of ExxonMobil (XOM) in Q1 2024, closing a stake of 199 shares — an estimated $19.9K sold.

Beacon Capital Management Inc (Ohio) first reported a position in XOM in Q4 2013 and held it in 40 quarters. The position peaked at $320K in Q2 2014. 3,801 funds tracked by Wall St. Rank hold XOM as of Q1 2024.

Beacon Capital Management Inc (Ohio) reported no remaining ExxonMobil position as of Q1 2024 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 199 ExxonMobil shares in Q1 2024, an estimated $19.9K.
Beacon Capital Management Inc (Ohio) first reported a position in ExxonMobil in Q4 2013 and held it in 40 quarters.
Beacon Capital Management Inc (Ohio)'s ExxonMobil position peaked at $320K in Q2 2014.
3,801 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2024.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2024, filed 11 Apr 2024.