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Beacon Harbor Wealth Advisors’s ExxonMobil XOM Stock Holding History

Beacon Harbor Wealth Advisors’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 		$251K Sell
1,613
-58,416
-97% -$8.74M 0.05% 67
2026
Q1 		$10.2M Buy
60,029
+238
+0.4% +$34.7K 2.13% 12
2025
Q4 		$7.2M Buy
59,791
+1,199
+2% +$139K 1.59% 26
2025
Q3 		$6.61M Buy
58,592
+1,392
+2% +$155K 1.54% 25
2025
Q2 		$6.17M Sell
57,200
-3,810
-6% -$407K 1.54% 32
2025
Q1 		$7.26M Sell
61,010
-462
-0.8% -$51.1K 1.69% 22
2024
Q4 		$6.61M Buy
61,472
+2,185
+4% +$256K 1.54% 26
2024
Q3 		$6.95M Buy
59,287
+1,005
+2% +$116K 1.65% 26
2024
Q2 		$6.71M Buy
58,282
+691
+1% +$80.5K 1.75% 20
2024
Q1 		$6.69M Buy
57,591
+1,842
+3% +$193K 1.77% 18
2023
Q4 		$5.57M Buy
55,749
+1,265
+2% +$133K 1.62% 28
2023
Q3 		$6.41M Sell
54,484
-1,688
-3% -$185K 2.13% 10
2023
Q2 		$6.02M Sell
56,172
-396
-0.7% -$43.2K 1.97% 11
2023
Q1 		$6.2M Sell
56,568
-13,810
-20% -$1.53M 2.17% 11
2022
Q4 		$7.76M Buy
+70,378
New +$7.54M 2.64% 8
2022
Q2 		$6.43M Sell
75,130
-10,578
-12% -$954K 2.27% 12
2022
Q1 		$7.08M Buy
85,708
+17,748
+26% +$1.38M 2.31% 11
2021
Q4 		$4.16M Sell
67,960
-25,444
-27% -$1.59M 1.38% 34
2021
Q3 		$5.49M Buy
93,404
+324
+0.3% +$18.5K 1.95% 11
2021
Q2 		$5.87M Buy
93,080
+2,696
+3% +$161K 2.11% 9
2021
Q1 		$5.05M Buy
90,384
+30,035
+50% +$1.57M 2.01% 10
2020
Q4 		$2.49M Buy
60,349
+4,586
+8% +$172K 1.02% 44
2020
Q3 		$1.91M Buy
55,763
+3,770
+7% +$154K 0.93% 39
2020
Q2 		$2.33M Buy
51,993
+2,535
+5% +$114K 1.34% 35
2020
Q1 		$1.88M Buy
49,458
+33,530
+211% +$1.85M 1.42% 33
2019
Q4 		$1.11M Sell
15,928
-12,562
-44% -$869K 0.66% 46
2019
Q3 		$1.98M Buy
28,490
+1,267
+5% +$91.6K 1.27% 39
2019
Q2 		$2.09M Buy
+27,223
New +$2.11M 1.91% 17

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Harbor Wealth Advisors's XOM Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors reduced its ExxonMobil (XOM) stake by 97% in Q2 2026, selling an estimated $8.74M and leaving 1,613 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #67.

Beacon Harbor Wealth Advisors first reported a position in XOM in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.2M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 1,613 shares of ExxonMobil worth $251K as of Q2 2026.
  • Beacon Harbor Wealth Advisors sold 58,416 ExxonMobil shares in Q2 2026, an estimated $8.74M.
  • ExxonMobil made up 0.05% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Beacon Harbor Wealth Advisors first reported a position in ExxonMobil in Q2 2019 and has held it in 28 quarters since.
  • Beacon Harbor Wealth Advisors's ExxonMobil position peaked at $10.2M in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.