Beacon Financial Advisory’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 | $1.66M | Buy |
15,435
+4,253
| +38% | +$458K | 0.43% | 50 |
|
|
2025
Q1 | $1.33M | Buy |
11,182
+744
| +7% | +$88.5K | 0.4% | 54 |
|
|
2024
Q4 | $1.12M | Sell |
10,438
-133
| -1% | -$14.3K | 0.37% | 72 |
|
|
2024
Q3 | $1.24M | Buy |
10,571
+860
| +9% | +$101K | 0.42% | 57 |
|
|
2024
Q2 | $1.12M | Buy |
9,711
+1,149
| +13% | +$132K | 0.42% | 56 |
|
|
2024
Q1 | $995K | Sell |
8,562
-1,794
| -17% | -$209K | 0.48% | 55 |
|
|
2023
Q4 | $1.04M | Buy |
10,356
+27
| +0.3% | +$2.7K | 0.5% | 53 |
|
|
2023
Q3 | $1.21M | Buy |
10,329
+160
| +2% | +$18.8K | 0.67% | 37 |
|
|
2023
Q2 | $1.09M | Sell |
10,169
-435
| -4% | -$46.7K | 0.63% | 42 |
|
|
2023
Q1 | $1.16M | Sell |
10,604
-665
| -6% | -$72.9K | 0.74% | 30 |
|
|
2022
Q4 | $1.24M | Sell |
11,269
-8,439
| -43% | -$931K | 0.89% | 26 |
|
|
2022
Q3 | $1.72M | Sell |
19,708
-28,831
| -59% | -$2.52M | 1.23% | 19 |
|
|
2022
Q2 | $4.16M | Sell |
48,539
-1,061
| -2% | -$90.9K | 2.36% | 3 |
|
|
2022
Q1 | $4.1M | Sell |
49,600
-230
| -0.5% | -$19K | 1.96% | 6 |
|
|
2021
Q4 | $3.05M | Sell |
49,830
-550
| -1% | -$33.7K | 1.41% | 12 |
|
|
2021
Q3 | $2.96M | Buy |
50,380
+1,038
| +2% | +$61K | 1.54% | 10 |
|
|
2021
Q2 | $3.11M | Sell |
49,342
-221
| -0.4% | -$13.9K | 1.67% | 10 |
|
|
2021
Q1 | $2.77M | Buy |
49,563
+4,475
| +10% | +$250K | 1.58% | 9 |
|
|
2020
Q4 | $1.86M | Buy |
45,088
+3,595
| +9% | +$148K | 1.21% | 18 |
|
|
2020
Q3 | $1.42M | Buy |
41,493
+2,554
| +7% | +$87.7K | 1.24% | 17 |
|
|
2020
Q2 | $1.74M | Sell |
38,939
-105
| -0.3% | -$4.7K | 1.89% | 10 |
|
|
2020
Q1 | $1.48M | Sell |
39,044
-219
| -0.6% | -$8.31K | 1.89% | 11 |
|
|
2019
Q4 | $2.74M | Buy |
+39,263
| New | +$2.74M | 2.35% | 7 |
|