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Beacon Pointe Advisors’s ExxonMobil XOM Stock Holding History

Beacon Pointe 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
2024
Q2 		– Sell
-800
Closed -$93K – 1397
2024
Q1 		$93K Buy
+800
New +$83.7K ﹤0.01% 1312

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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. 4,765 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.
  • 4,765 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.