Beacon Investment Advisors’s ExxonMobil XOM Stock Holding History

Beacon Investment 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	$1.62M	Buy	9,572 +29	+0.3%	+$4.23K	0.61%	48
2025 Q4	$1.15M	Buy	9,543 +13	+0.1%	+$1.51K	0.46%	64
2025 Q3	$1.07M	Buy	9,530 +57	+0.6%	+$6.34K	0.44%	64
2025 Q2	$1.04M	Buy	9,473 +70	+0.7%	+$7.48K	0.45%	64
2025 Q1	$1.12M	Buy	9,403 +76	+0.8%	+$8.4K	0.53%	58
2024 Q4	$1M	Sell	9,327 -246	-3%	-$28.8K	0.47%	63
2024 Q3	$1.12M	Buy	9,573 +59	+0.6%	+$6.81K	0.53%	59
2024 Q2	$1.1M	Buy	9,514 +59	+0.6%	+$6.87K	0.56%	57
2024 Q1	$1.1M	Buy	9,455 +323	+4%	+$33.8K	0.63%	52
2023 Q4	$913K	Buy	9,132 +67	+0.7%	+$7.04K	0.58%	56
2023 Q3	$1.07M	Buy	9,065 +43	+0.5%	+$4.72K	0.75%	46
2023 Q2	$968K	Buy	9,022 +24	+0.3%	+$2.62K	0.66%	49
2023 Q1	$987K	Buy	8,998 +58	+0.6%	+$6.42K	0.72%	46
2022 Q4	$986K	Buy	+8,940	New	+$958K	0.82%	39

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Investment Advisors's XOM Position: Q1 2026 in Review

Beacon Investment Advisors increased its ExxonMobil (XOM) stake by 0.3% in Q1 2026, buying an estimated $4.23K and bringing the position to 9,572 shares worth $1.62M. The position accounts for 0.61% of the portfolio, ranked #48.

Beacon Investment Advisors first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Beacon Investment Advisors held 9,572 shares of ExxonMobil worth $1.62M as of Q1 2026.
Beacon Investment Advisors bought 29 ExxonMobil shares in Q1 2026, an estimated $4.23K.
ExxonMobil made up 0.61% of Beacon Investment Advisors's portfolio in Q1 2026, its #48 holding.
Beacon Investment Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.