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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Harbor Wealth Advisors's XOM Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors increased its ExxonMobil (XOM) stake by 0.4% in Q1 2026, buying an estimated $34.7K and bringing the position to 60,029 shares worth $10.2M. The position accounts for 2.13% of the portfolio, ranked #12.

Beacon Harbor Wealth Advisors first reported a position in XOM in Q2 2019 and has held it in 27 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Beacon Harbor Wealth Advisors held 60,029 shares of ExxonMobil worth $10.2M as of Q1 2026.
  • Beacon Harbor Wealth Advisors bought 238 ExxonMobil shares in Q1 2026, an estimated $34.7K.
  • ExxonMobil made up 2.13% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Beacon Harbor Wealth Advisors first reported a position in ExxonMobil in Q2 2019 and has held it in 27 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.