Beacon Financial Advisory’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $995K | Sell |
|
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.09M | Sell |
|
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $4.1M | Sell |
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|
2021
Q4 | $3.05M | Sell |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $3.11M | Sell |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $2.74M | Buy |
|