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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
Q2 		$2.95M Buy
21,573
+1,362
+7% +$204K 0.58% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Financial Advisory's XOM Position: Q2 2026 in Review

Beacon Financial Advisory increased its ExxonMobil (XOM) stake by 6.7% in Q2 2026, buying an estimated $204K and bringing the position to 21,573 shares worth $2.95M. The position accounts for 0.58% of the portfolio, ranked #30.

Beacon Financial Advisory first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.16M in Q2 2022. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beacon Financial Advisory held 21,573 shares of ExxonMobil worth $2.95M as of Q2 2026.
  • Beacon Financial Advisory bought 1,362 ExxonMobil shares in Q2 2026, an estimated $204K.
  • ExxonMobil made up 0.58% of Beacon Financial Advisory's portfolio in Q2 2026, its #30 holding.
  • Beacon Financial Advisory first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's ExxonMobil position peaked at $4.16M in Q2 2022.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.