Beacon Pointe Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $106M | Buy |
622,014
+134,357
| +28% | +$19.6M | 0.56% | 37 |
|
|
2025
Q4 | $58.7M | Buy |
487,657
+23,704
| +5% | +$2.75M | 0.41% | 56 |
|
|
2025
Q3 | $52.3M | Buy |
463,953
+186
| +0% | +$20.7K | 0.44% | 43 |
|
|
2025
Q2 | $50M | Buy |
463,767
+3,458
| +0.8% | +$370K | 0.52% | 38 |
|
|
2025
Q1 | $54.7M | Buy |
460,309
+1,799
| +0.4% | +$199K | 0.61% | 32 |
|
|
2024
Q4 | $49.3M | Buy |
458,510
+34,194
| +8% | +$4M | 0.55% | 37 |
|
|
2024
Q3 | $49.7M | Sell |
424,316
-12,781
| -3% | -$1.48M | 0.57% | 37 |
|
|
2024
Q2 | $50.3M | Sell |
437,097
-24,134
| -5% | -$2.81M | 0.6% | 34 |
|
|
2024
Q1 | $53.6M | Buy |
461,231
+27,740
| +6% | +$2.9M | 0.6% | 34 |
|
|
2023
Q4 | $43.3M | Sell |
433,491
-33,250
| -7% | -$3.49M | 0.52% | 36 |
|
|
2023
Q3 | $54.9M | Buy |
466,741
+135,789
| +41% | +$14.9M | 0.68% | 29 |
|
|
2023
Q2 | $35.5M | Buy |
330,952
+22,328
| +7% | +$2.44M | 0.58% | 35 |
|
|
2023
Q1 | $33.8M | Buy |
308,624
+17,807
| +6% | +$1.97M | 0.58% | 35 |
|
|
2022
Q4 | $32.1M | Buy |
290,817
+52,135
| +22% | +$5.59M | 0.62% | 31 |
|
|
2022
Q3 | $20.8M | Buy |
238,682
+3,790
| +2% | +$346K | 0.47% | 47 |
|
|
2022
Q2 | $20.1M | Sell |
234,892
-53,457
| -19% | -$4.82M | 0.42% | 57 |
|
|
2022
Q1 | $23.8M | Buy |
288,349
+172,042
| +148% | +$13.4M | 0.33% | 70 |
|
|
2021
Q4 | $7.12M | Sell |
116,307
-40,014
| -26% | -$2.5M | 0.19% | 113 |
|
|
2021
Q3 | $9.2M | Buy |
156,321
+67,900
| +77% | +$3.87M | 0.23% | 107 |
|
|
2021
Q2 | $5.58M | Buy |
88,421
+34,687
| +65% | +$2.07M | 0.2% | 108 |
|
|
2021
Q1 | $3M | Sell |
53,734
-11,044
| -17% | -$579K | 0.18% | 101 |
|
|
2020
Q4 | $2.67M | Buy |
64,778
+16,763
| +35% | +$629K | 0.18% | 109 |
|
|
2020
Q3 | $1.65M | Sell |
48,015
-1,167
| -2% | -$47.7K | 0.16% | 122 |
|
|
2020
Q2 | $2.2M | Buy |
49,182
+22,935
| +87% | +$1.03M | 0.22% | 99 |
|
|
2020
Q1 | $999K | Buy |
26,247
+14,008
| +114% | +$773K | 0.16% | 132 |
|
|
2019
Q4 | $853K | Sell |
12,239
-241
| -2% | -$16.7K | 0.26% | 87 |
|
|
2019
Q3 | $882K | Sell |
12,480
-4,118
| -25% | -$298K | 0.38% | 61 |
|
|
2019
Q2 | $1.27M | Buy |
16,598
+2,812
| +20% | +$218K | 0.46% | 59 |
|
|
2019
Q1 | $1.11M | Sell |
13,786
-162
| -1% | -$12.4K | 0.42% | 65 |
|
|
2018
Q4 | $953K | Buy |
+13,948
| New | +$1.09M | 0.58% | 48 |
|
Other funds holding XOM
VCM
VPM
Beacon Pointe Advisors's XOM Position: Q1 2026 in Review
Beacon Pointe Advisors increased its ExxonMobil (XOM) stake by 28% in Q1 2026, buying an estimated $19.6M and bringing the position to 622,014 shares worth $106M. The position accounts for 0.56% of the portfolio, ranked #37.
Beacon Pointe Advisors first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Beacon Pointe Advisors held 622,014 shares of ExxonMobil worth $106M as of Q1 2026.
- Beacon Pointe Advisors bought 134,357 ExxonMobil shares in Q1 2026, an estimated $19.6M.
- ExxonMobil made up 0.56% of Beacon Pointe Advisors's portfolio in Q1 2026, its #37 holding.
- Beacon Pointe Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
- 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.