BFG
Beacon Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82M | Sell |
81,810
-10,412
| -11% | -$1.12M | 0.92% | 26 |
|
|
2025
Q1 | $11M | Sell |
92,222
-8,747
| -9% | -$1.04M | 1.2% | 15 |
|
|
2024
Q4 | $10.9M | Sell |
100,969
-1,819
| -2% | -$196K | 1.17% | 17 |
|
|
2024
Q3 | $12M | Sell |
102,788
-2,311
| -2% | -$271K | 1.3% | 12 |
|
|
2024
Q2 | $12.1M | Sell |
105,099
-1,236
| -1% | -$142K | 1.38% | 13 |
|
|
2024
Q1 | $12.4M | Sell |
106,335
-4,001
| -4% | -$465K | 1.42% | 12 |
|
|
2023
Q4 | $11M | Buy |
110,336
+5,856
| +6% | +$585K | 1.35% | 13 |
|
|
2023
Q3 | $11.6M | Sell |
104,480
-1,221
| -1% | -$136K | 1.65% | 9 |
|
|
2023
Q2 | $11.3M | Sell |
105,701
-1,485
| -1% | -$158K | 1.53% | 14 |
|
|
2023
Q1 | $12.3M | Sell |
107,186
-8,387
| -7% | -$961K | 1.71% | 11 |
|
|
2022
Q4 | $12.7M | Sell |
115,573
-1,490
| -1% | -$164K | 1.74% | 10 |
|
|
2022
Q3 | $10.4M | Sell |
117,063
-1,502
| -1% | -$133K | 1.61% | 11 |
|
|
2022
Q2 | $10.4M | Sell |
118,565
-177
| -0.1% | -$15.5K | 1.54% | 12 |
|
|
2022
Q1 | $10M | Sell |
118,742
-3,076
| -3% | -$259K | 1.33% | 15 |
|
|
2021
Q4 | $7.74M | Sell |
121,818
-754
| -0.6% | -$47.9K | 1.01% | 26 |
|
|
2021
Q3 | $7.34M | Buy |
122,572
+5,613
| +5% | +$336K | 0.99% | 28 |
|
|
2021
Q2 | $6.55M | Buy |
116,959
+20,155
| +21% | +$1.13M | 0.93% | 28 |
|
|
2021
Q1 | $4.87M | Hold |
96,804
| – | – | 0.76% | 37 |
|
|
2020
Q4 | $4.87M | Sell |
96,804
-590
| -0.6% | -$29.7K | 0.76% | 37 |
|
|
2020
Q3 | $3.34M | Buy |
97,394
+2,196
| +2% | +$75.4K | 0.6% | 55 |
|
|
2020
Q2 | $4.22M | Buy |
95,198
+11,188
| +13% | +$496K | 0.81% | 40 |
|
|
2020
Q1 | $3.15M | Buy |
84,010
+2,147
| +3% | +$80.5K | 0.69% | 46 |
|
|
2019
Q4 | $5.71M | Buy |
81,863
+652
| +0.8% | +$45.5K | 0.72% | 33 |
|
|
2019
Q3 | $5.81M | Sell |
81,211
-13,864
| -15% | -$991K | 0.99% | 30 |
|
|
2019
Q2 | $7.29M | Buy |
95,075
+1,202
| +1% | +$92.1K | 1.24% | 21 |
|
|
2019
Q1 | $7.59K | Buy |
93,873
+1,247
| +1% | +$101 | 1.24% | 22 |
|
|
2018
Q4 | $6.31M | Sell |
92,626
-23,362
| -20% | -$1.59M | 1.18% | 25 |
|
|
2018
Q3 | $9.86M | Sell |
115,988
-1,002,446
| -90% | -$85.2M | 1.66% | 12 |
|
|
2018
Q2 | $9.8M | Buy |
1,118,434
+997,992
| +829% | +$8.74M | 1.66% | 12 |
|
|
2018
Q1 | $8.99M | Sell |
120,442
-89,399
| -43% | -$6.67M | 1.53% | 14 |
|
|
2017
Q4 | $17.6M | Buy |
209,841
+24,119
| +13% | +$2.02M | 3.06% | 3 |
|
|
2017
Q3 | $15.2M | Buy |
185,722
+2,021
| +1% | +$166K | 2.75% | 5 |
|
|
2017
Q2 | $14.8M | Buy |
183,701
+121,169
| +194% | +$9.78M | 2.81% | 3 |
|
|
2017
Q1 | $5.23M | Buy |
62,532
+497
| +0.8% | +$41.6K | 1% | 40 |
|
|
2016
Q4 | $5.6M | Buy |
62,035
+1,581
| +3% | +$143K | 1.14% | 36 |
|
|
2016
Q3 | $5.23M | Sell |
60,454
-13,369
| -18% | -$1.16M | 1.1% | 35 |
|
|
2016
Q2 | $6.83M | Sell |
73,823
-546
| -0.7% | -$50.5K | 1.49% | 26 |
|
|
2016
Q1 | $6.29M | Sell |
74,369
-18,939
| -20% | -$1.6M | 1.36% | 27 |
|
|
2015
Q4 | $7.29M | Sell |
93,308
-2,335
| -2% | -$182K | 1.68% | 23 |
|
|
2015
Q3 | $6.98M | Buy |
95,643
+42,052
| +78% | +$3.07M | 1.71% | 21 |
|
|
2015
Q2 | $4.44M | Buy |
53,591
+269
| +0.5% | +$22.3K | 0.96% | 35 |
|
|
2015
Q1 | $4.57M | Buy |
53,322
+1,662
| +3% | +$142K | 1.01% | 34 |
|
|
2014
Q4 | $4.81M | Sell |
51,660
-3,143
| -6% | -$292K | 1% | 34 |
|
|
2014
Q3 | $5.18M | Buy |
54,803
+18
| +0% | +$1.7K | 1.12% | 28 |
|
|
2014
Q2 | $5.55M | Sell |
54,785
-10,172
| -16% | -$1.03M | 1.23% | 27 |
|
|
2014
Q1 | $6.35M | Buy |
64,957
+859
| +1% | +$83.9K | 1.3% | 16 |
|
|
2013
Q4 | $6.43M | Buy |
64,098
+7,174
| +13% | +$720K | 1.24% | 16 |
|
|
2013
Q3 | $4.95M | Buy |
+56,924
| New | +$4.95M | 1.06% | 19 |
|