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Beacon Financial Advisory’s ExxonMobil XOM Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$3.43M Sell
20,211
-133
-0.7% -$19.4K 0.77% 20
2025
Q4 		$2.45M Sell
20,344
-3,333
-14% -$387K 0.57% 33
2025
Q3 		$2.67M Buy
23,677
+8,242
+53% +$916K 0.62% 27
2025
Q2 		$1.66M Buy
15,435
+4,253
+38% +$455K 0.43% 50
2025
Q1 		$1.33M Buy
11,182
+744
+7% +$82.3K 0.4% 54
2024
Q4 		$1.12M Sell
10,438
-133
-1% -$15.6K 0.37% 72
2024
Q3 		$1.24M Buy
10,571
+860
+9% +$99.3K 0.42% 57
2024
Q2 		$1.12M Buy
9,711
+1,149
+13% +$134K 0.42% 56
2024
Q1 		$995K Sell
8,562
-1,794
-17% -$188K 0.48% 55
2023
Q4 		$1.04M Buy
10,356
+27
+0.3% +$2.84K 0.5% 53
2023
Q3 		$1.21M Buy
10,329
+160
+2% +$17.6K 0.67% 37
2023
Q2 		$1.09M Sell
10,169
-435
-4% -$47.5K 0.63% 42
2023
Q1 		$1.16M Sell
10,604
-665
-6% -$73.6K 0.74% 30
2022
Q4 		$1.24M Sell
11,269
-8,439
-43% -$904K 0.89% 26
2022
Q3 		$1.72M Sell
19,708
-28,831
-59% -$2.63M 1.23% 19
2022
Q2 		$4.16M Sell
48,539
-1,061
-2% -$95.7K 2.36% 3
2022
Q1 		$4.1M Sell
49,600
-230
-0.5% -$17.9K 1.96% 6
2021
Q4 		$3.05M Sell
49,830
-550
-1% -$34.4K 1.41% 12
2021
Q3 		$2.96M Buy
50,380
+1,038
+2% +$59.2K 1.54% 10
2021
Q2 		$3.11M Sell
49,342
-221
-0.4% -$13.2K 1.67% 10
2021
Q1 		$2.77M Buy
49,563
+4,475
+10% +$235K 1.58% 9
2020
Q4 		$1.86M Buy
45,088
+3,595
+9% +$135K 1.21% 18
2020
Q3 		$1.42M Buy
41,493
+2,554
+7% +$104K 1.24% 17
2020
Q2 		$1.74M Sell
38,939
-105
-0.3% -$4.71K 1.89% 10
2020
Q1 		$1.48M Sell
39,044
-219
-0.6% -$12.1K 1.89% 11
2019
Q4 		$2.74M Buy
+39,263
New +$2.72M 2.35% 7

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Financial Advisory's XOM Position: Q1 2026 in Review

Beacon Financial Advisory reduced its ExxonMobil (XOM) stake by 0.65% in Q1 2026, selling an estimated $19.4K and leaving 20,211 shares worth $3.43M. The position accounts for 0.77% of the portfolio, ranked #20.

Beacon Financial Advisory first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.16M in Q2 2022. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Beacon Financial Advisory held 20,211 shares of ExxonMobil worth $3.43M as of Q1 2026.
  • Beacon Financial Advisory sold 133 ExxonMobil shares in Q1 2026, an estimated $19.4K.
  • ExxonMobil made up 0.77% of Beacon Financial Advisory's portfolio in Q1 2026, its #20 holding.
  • Beacon Financial Advisory first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's ExxonMobil position peaked at $4.16M in Q2 2022.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.