Beacon Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
9,473
+70
| +0.7% | +$7.66K | 0.45% | 64 |
|
|
2025
Q1 | $1.12M | Buy |
9,403
+76
| +0.8% | +$9.04K | 0.53% | 58 |
|
|
2024
Q4 | $1M | Sell |
9,327
-246
| -3% | -$26.5K | 0.47% | 63 |
|
|
2024
Q3 | $1.12M | Buy |
9,573
+59
| +0.6% | +$6.92K | 0.53% | 59 |
|
|
2024
Q2 | $1.1M | Buy |
9,514
+59
| +0.6% | +$6.79K | 0.56% | 57 |
|
|
2024
Q1 | $1.1M | Buy |
9,455
+323
| +4% | +$37.5K | 0.63% | 52 |
|
|
2023
Q4 | $913K | Buy |
9,132
+67
| +0.7% | +$6.7K | 0.58% | 56 |
|
|
2023
Q3 | $1.07M | Buy |
9,065
+43
| +0.5% | +$5.06K | 0.75% | 46 |
|
|
2023
Q2 | $968K | Buy |
9,022
+24
| +0.3% | +$2.57K | 0.66% | 49 |
|
|
2023
Q1 | $987K | Buy |
8,998
+58
| +0.6% | +$6.36K | 0.72% | 46 |
|
|
2022
Q4 | $986K | Buy |
+8,940
| New | +$986K | 0.82% | 39 |
|