Beacon Capital Management LLC (Tennessee)’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Sell |
7,136
-1,715
| -19% | -$185K | 0.1% | 46 |
|
|
2025
Q1 | $1.05M | Buy |
8,851
+269
| +3% | +$32K | 0.14% | 38 |
|
|
2024
Q4 | $923K | Buy |
8,582
+93
| +1% | +$10K | 0.12% | 40 |
|
|
2024
Q3 | $995K | Buy |
8,489
+301
| +4% | +$35.3K | 0.14% | 33 |
|
|
2024
Q2 | $943K | Buy |
8,188
+347
| +4% | +$39.9K | 0.17% | 31 |
|
|
2024
Q1 | $911K | Buy |
7,841
+1,825
| +30% | +$212K | 0.19% | 31 |
|
|
2023
Q4 | $707K | Buy |
6,016
+1,751
| +41% | +$206K | 0.2% | 34 |
|
|
2023
Q3 | $457K | Hold |
4,265
| – | – | 0.12% | 47 |
|
|
2023
Q2 | $457K | Buy |
4,265
+13
| +0.3% | +$1.39K | 0.12% | 47 |
|
|
2023
Q1 | $466K | Buy |
4,252
+239
| +6% | +$26.2K | 0.14% | 44 |
|
|
2022
Q4 | $443K | Sell |
4,013
-588
| -13% | -$64.8K | 0.15% | 49 |
|
|
2022
Q3 | $395K | Buy |
4,601
+11
| +0.2% | +$944 | 0.13% | 54 |
|
|
2022
Q2 | $380K | Sell |
4,590
-680
| -13% | -$56.3K | 0.09% | 59 |
|
|
2022
Q1 | $436K | Buy |
+5,270
| New | +$436K | 0.1% | 56 |
|