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Beacon Financial Strategies’s ExxonMobil XOM Stock Holding History

Beacon Financial Strategies’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 		– Sell
-180
Closed -$30.5K – 213
2026
Q1 		$30.5K Hold
180
– – 0.02% 97
2025
Q4 		$21.7K Buy
+180
New +$20.9K 0.01% 112

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Beacon Financial Strategies sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 180 shares — an estimated $30.5K sold.

Beacon Financial Strategies first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $30.5K in Q1 2026. 722 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beacon Financial Strategies reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 180 ExxonMobil shares in Q2 2026, an estimated $30.5K.
  • Beacon Financial Strategies first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Beacon Financial Strategies's ExxonMobil position peaked at $30.5K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.