Beacon Pointe Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50M | Buy |
463,767
+3,458
| +0.8% | +$373K | 0.52% | 38 |
|
|
2025
Q1 | $54.7M | Buy |
460,309
+1,799
| +0.4% | +$214K | 0.61% | 32 |
|
|
2024
Q4 | $49.3M | Buy |
458,510
+34,194
| +8% | +$3.68M | 0.55% | 37 |
|
|
2024
Q3 | $49.7M | Sell |
424,316
-12,781
| -3% | -$1.5M | 0.57% | 37 |
|
|
2024
Q2 | $50.3M | Sell |
437,097
-24,134
| -5% | -$2.78M | 0.6% | 34 |
|
|
2024
Q1 | $53.6M | Buy |
461,231
+27,740
| +6% | +$3.22M | 0.6% | 34 |
|
|
2023
Q4 | $43.3M | Sell |
433,491
-33,250
| -7% | -$3.32M | 0.52% | 36 |
|
|
2023
Q3 | $54.9M | Buy |
466,741
+135,789
| +41% | +$16M | 0.68% | 29 |
|
|
2023
Q2 | $35.5M | Buy |
330,952
+22,328
| +7% | +$2.39M | 0.58% | 35 |
|
|
2023
Q1 | $33.8M | Buy |
308,624
+17,807
| +6% | +$1.95M | 0.58% | 35 |
|
|
2022
Q4 | $32.1M | Buy |
290,817
+52,135
| +22% | +$5.75M | 0.62% | 31 |
|
|
2022
Q3 | $20.8M | Buy |
238,682
+3,790
| +2% | +$331K | 0.47% | 47 |
|
|
2022
Q2 | $20.1M | Sell |
234,892
-53,457
| -19% | -$4.58M | 0.42% | 57 |
|
|
2022
Q1 | $23.8M | Buy |
288,349
+172,042
| +148% | +$14.2M | 0.33% | 70 |
|
|
2021
Q4 | $7.12M | Sell |
116,307
-40,014
| -26% | -$2.45M | 0.19% | 113 |
|
|
2021
Q3 | $9.2M | Buy |
156,321
+67,900
| +77% | +$3.99M | 0.23% | 107 |
|
|
2021
Q2 | $5.58M | Buy |
88,421
+34,687
| +65% | +$2.19M | 0.2% | 108 |
|
|
2021
Q1 | $3M | Sell |
53,734
-11,044
| -17% | -$617K | 0.18% | 101 |
|
|
2020
Q4 | $2.67M | Buy |
64,778
+16,763
| +35% | +$691K | 0.18% | 109 |
|
|
2020
Q3 | $1.65M | Sell |
48,015
-1,167
| -2% | -$40.1K | 0.16% | 122 |
|
|
2020
Q2 | $2.2M | Buy |
49,182
+22,935
| +87% | +$1.02M | 0.22% | 99 |
|
|
2020
Q1 | $999K | Buy |
26,247
+14,008
| +114% | +$533K | 0.16% | 132 |
|
|
2019
Q4 | $853K | Sell |
12,239
-241
| -2% | -$16.8K | 0.26% | 87 |
|
|
2019
Q3 | $882K | Sell |
12,480
-4,118
| -25% | -$291K | 0.38% | 61 |
|
|
2019
Q2 | $1.27M | Buy |
16,598
+2,812
| +20% | +$216K | 0.46% | 59 |
|
|
2019
Q1 | $1.11M | Sell |
13,786
-162
| -1% | -$13.1K | 0.42% | 65 |
|
|
2018
Q4 | $953K | Buy |
+13,948
| New | +$953K | 0.58% | 48 |
|