Beacon Investment Advisory Services’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-23,145
| Closed | -$3.93M | – | 851 |
|
|
2026
Q1 | $3.93M | Sell |
23,145
-994
| -4% | -$145K | 0.16% | 97 |
|
|
2025
Q4 | $2.9M | Sell |
24,139
-3,195
| -12% | -$371K | 0.12% | 103 |
|
|
2025
Q3 | $3.08M | Sell |
27,334
-2,672
| -9% | -$297K | 0.13% | 98 |
|
|
2025
Q2 | $3.23M | Buy |
30,006
+3,636
| +14% | +$389K | 0.14% | 96 |
|
|
2025
Q1 | $3.14M | Sell |
26,370
-723
| -3% | -$80K | 0.15% | 98 |
|
|
2024
Q4 | $2.91M | Sell |
27,093
-535
| -2% | -$62.6K | 0.13% | 103 |
|
|
2024
Q3 | $3.24M | Buy |
27,628
+525
| +2% | +$60.6K | 0.13% | 103 |
|
|
2024
Q2 | $3.12M | Buy |
27,103
+1,215
| +5% | +$142K | 0.13% | 103 |
|
|
2024
Q1 | $3.01M | Sell |
25,888
-7,583
| -23% | -$793K | 0.13% | 104 |
|
|
2023
Q4 | $3.35M | Sell |
33,471
-351
| -1% | -$36.9K | 0.15% | 99 |
|
|
2023
Q3 | $3.98M | Buy |
33,822
+266
| +0.8% | +$29.2K | 0.2% | 89 |
|
|
2023
Q2 | $3.6M | Buy |
33,556
+291
| +0.9% | +$31.8K | 0.17% | 96 |
|
|
2023
Q1 | $3.65M | Sell |
33,265
-664
| -2% | -$73.4K | 0.18% | 99 |
|
|
2022
Q4 | $3.74M | Sell |
33,929
-3,073
| -8% | -$329K | 0.19% | 94 |
|
|
2022
Q3 | $3.23M | Sell |
37,002
-1,732
| -4% | -$158K | 0.18% | 99 |
|
|
2022
Q2 | $3.32M | Buy |
38,734
+251
| +0.7% | +$22.6K | 0.17% | 102 |
|
|
2022
Q1 | $3.18M | Sell |
38,483
-295
| -0.8% | -$22.9K | 0.14% | 113 |
|
|
2021
Q4 | $2.37M | Sell |
38,778
-2,565
| -6% | -$160K | 0.09% | 130 |
|
|
2021
Q3 | $2.43M | Buy |
41,343
+2,164
| +6% | +$123K | 0.1% | 125 |
|
|
2021
Q2 | $2.47M | Sell |
39,179
-7,110
| -15% | -$425K | 0.1% | 129 |
|
|
2021
Q1 | $2.58M | Sell |
46,289
-13,254
| -22% | -$695K | 0.11% | 126 |
|
|
2020
Q4 | $2.45M | Buy |
59,543
+17,170
| +41% | +$644K | 0.11% | 126 |
|
|
2020
Q3 | $1.46M | Sell |
42,373
-6,698
| -14% | -$274K | 0.08% | 131 |
|
|
2020
Q2 | $2.19M | Sell |
49,071
-1,056
| -2% | -$47.4K | 0.13% | 119 |
|
|
2020
Q1 | $1.9M | Sell |
50,127
-966
| -2% | -$53.3K | 0.13% | 113 |
|
|
2019
Q4 | $3.56M | Buy |
51,093
+20,706
| +68% | +$1.43M | 0.19% | 105 |
|
|
2019
Q3 | $2.15M | Sell |
30,387
-3,741
| -11% | -$271K | 0.21% | 88 |
|
|
2019
Q2 | $2.62M | Sell |
34,128
-1,672
| -5% | -$129K | 0.28% | 86 |
|
|
2019
Q1 | $2.89M | Sell |
35,800
-3,346
| -9% | -$255K | 0.31% | 76 |
|
|
2018
Q4 | $2.67M | Sell |
39,146
-2,498
| -6% | -$196K | 0.3% | 78 |
|
|
2018
Q3 | $3.54M | Sell |
41,644
-12,577
| -23% | -$1.03M | 0.34% | 72 |
|
|
2018
Q2 | $4.49M | Sell |
54,221
-1,932
| -3% | -$154K | 0.45% | 65 |
|
|
2018
Q1 | $4.19M | Buy |
56,153
+3,145
| +6% | +$251K | 0.43% | 65 |
|
|
2017
Q4 | $4.43M | Sell |
53,008
-9,060
| -15% | -$749K | 0.47% | 66 |
|
|
2017
Q3 | $5.09M | Buy |
62,068
+57,376
| +1,223% | +$4.56M | 0.44% | 67 |
|
|
2017
Q2 | $379K | Buy |
4,692
+691
| +17% | +$56.5K | 0.07% | 67 |
|
|
2017
Q1 | $328K | Sell |
4,001
-148
| -4% | -$12.4K | 0.06% | 62 |
|
|
2016
Q4 | $374K | Sell |
4,149
-248
| -6% | -$21.7K | 0.07% | 51 |
|
|
2016
Q3 | $384K | Hold |
4,397
| – | – | 0.08% | 44 |
|
|
2016
Q2 | $412K | Hold |
4,397
| – | – | 0.09% | 42 |
|
|
2016
Q1 | $368K | Sell |
4,397
-183
| -4% | -$14.7K | 0.08% | 43 |
|
|
2015
Q4 | $357K | Hold |
4,580
| – | – | 0.07% | 46 |
|
|
2015
Q3 | $341K | Buy |
+4,580
| New | +$353K | 0.06% | 39 |
|
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