BFG
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Beacon Financial Group’s ExxonMobil XOM Stock Holding History

Beacon Financial Group’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 		$9.53M Sell
69,737
-3,490
-5% -$522K 0.87% 28
2026
Q1 		$12.4M Sell
73,227
-2,201
-3% -$321K 1.24% 16
2025
Q4 		$9.08M Sell
75,428
-2,487
-3% -$288K 0.9% 27
2025
Q3 		$8.78M Sell
77,915
-3,895
-5% -$433K 0.86% 27
2025
Q2 		$8.82M Sell
81,810
-10,412
-11% -$1.11M 0.92% 26
2025
Q1 		$11M Sell
92,222
-8,747
-9% -$967K 1.2% 15
2024
Q4 		$10.9M Sell
100,969
-1,819
-2% -$213K 1.17% 17
2024
Q3 		$12M Sell
102,788
-2,311
-2% -$267K 1.3% 12
2024
Q2 		$12.1M Sell
105,099
-1,236
-1% -$144K 1.38% 13
2024
Q1 		$12.4M Sell
106,335
-4,001
-4% -$419K 1.42% 12
2023
Q4 		$11M Buy
110,336
+5,856
+6% +$615K 1.35% 13
2023
Q3 		$11.6M Sell
104,480
-1,221
-1% -$134K 1.65% 9
2023
Q2 		$11.3M Sell
105,701
-1,485
-1% -$162K 1.53% 14
2023
Q1 		$12.3M Sell
107,186
-8,387
-7% -$928K 1.71% 11
2022
Q4 		$12.7M Sell
115,573
-1,490
-1% -$160K 1.74% 10
2022
Q3 		$10.4M Sell
117,063
-1,502
-1% -$137K 1.61% 11
2022
Q2 		$10.4M Sell
118,565
-177
-0.1% -$16K 1.54% 12
2022
Q1 		$10M Sell
118,742
-3,076
-3% -$239K 1.33% 15
2021
Q4 		$7.74M Sell
121,818
-754
-0.6% -$47.1K 1.01% 26
2021
Q3 		$7.34M Buy
122,572
+5,613
+5% +$320K 0.99% 28
2021
Q2 		$6.54M Buy
116,959
+20,155
+21% +$1.2M 0.93% 28
2021
Q1 		$4.87M Hold
96,804
– – 0.76% 37
2020
Q4 		$4.87M Sell
96,804
-590
-0.6% -$22.1K 0.76% 37
2020
Q3 		$3.34M Buy
97,394
+2,196
+2% +$89.8K 0.6% 55
2020
Q2 		$4.22M Buy
95,198
+11,188
+13% +$502K 0.81% 40
2020
Q1 		$3.15M Buy
84,010
+2,147
+3% +$119K 0.69% 46
2019
Q4 		$5.71M Buy
81,863
+652
+0.8% +$45.1K 0.72% 33
2019
Q3 		$5.8M Sell
81,211
-13,864
-15% -$1M 0.99% 30
2019
Q2 		$7.29M Buy
95,075
+1,202
+1% +$93K 1.24% 21
2019
Q1 		$7.58K Buy
93,873
+1,247
+1% +$95.1K 1.24% 22
2018
Q4 		$6.31M Sell
92,626
-23,362
-20% -$1.83M 1.18% 25
2018
Q3 		$9.86M Sell
115,988
-1,002,446
-90% -$82M 1.66% 12
2018
Q2 		$9.8M Buy
1,118,434
+997,992
+829% +$79.5M 1.66% 12
2018
Q1 		$8.99M Sell
120,442
-89,399
-43% -$7.15M 1.53% 14
2017
Q4 		$17.6M Buy
209,841
+24,119
+13% +$1.99M 3.06% 3
2017
Q3 		$15.2M Buy
185,722
+2,021
+1% +$160K 2.75% 5
2017
Q2 		$14.8M Buy
183,701
+121,169
+194% +$9.91M 2.81% 3
2017
Q1 		$5.23M Buy
62,532
+497
+0.8% +$41.5K 1% 40
2016
Q4 		$5.6M Buy
62,035
+1,581
+3% +$138K 1.14% 36
2016
Q3 		$5.23M Sell
60,454
-13,369
-18% -$1.19M 1.1% 35
2016
Q2 		$6.83M Sell
73,823
-546
-0.7% -$48.3K 1.49% 26
2016
Q1 		$6.29M Sell
74,369
-18,939
-20% -$1.52M 1.36% 27
2015
Q4 		$7.29M Sell
93,308
-2,335
-2% -$187K 1.68% 23
2015
Q3 		$6.98M Buy
95,643
+42,052
+78% +$3.24M 1.71% 21
2015
Q2 		$4.44M Buy
53,591
+269
+0.5% +$23.1K 0.96% 35
2015
Q1 		$4.57M Buy
53,322
+1,662
+3% +$147K 1.01% 34
2014
Q4 		$4.8M Sell
51,660
-3,143
-6% -$293K 1% 34
2014
Q3 		$5.17M Buy
54,803
+18
+0% +$1.79K 1.12% 28
2014
Q2 		$5.54M Sell
54,785
-10,172
-16% -$1.03M 1.23% 27
2014
Q1 		$6.35M Buy
64,957
+859
+1% +$81.9K 1.3% 16
2013
Q4 		$6.43M Buy
64,098
+7,174
+13% +$663K 1.24% 16
2013
Q3 		$4.95M Buy
+56,924
New +$5.13M 1.06% 19

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Beacon Financial Group reduced its ExxonMobil (XOM) stake by 4.8% in Q2 2026, selling an estimated $522K and leaving 69,737 shares worth $9.53M. The position accounts for 0.87% of the portfolio, ranked #28.

Beacon Financial Group first reported a position in XOM in Q3 2013 and has held it in 52 quarters since. The position peaked at $17.6M in Q4 2017. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beacon Financial Group held 69,737 shares of ExxonMobil worth $9.53M as of Q2 2026.
  • Beacon Financial Group sold 3,490 ExxonMobil shares in Q2 2026, an estimated $522K.
  • ExxonMobil made up 0.87% of Beacon Financial Group's portfolio in Q2 2026, its #28 holding.
  • Beacon Financial Group first reported a position in ExxonMobil in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's ExxonMobil position peaked at $17.6M in Q4 2017.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.