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

Other funds holding XOM

Beacon Pointe Advisors's XOM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its ExxonMobil (XOM) stake by 2.9% in Q2 2026, selling an estimated $2.72M and leaving 603,864 shares worth $82.6M. The position accounts for 0.38% of the portfolio, ranked #59.

Beacon Pointe Advisors first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $106M in Q1 2026. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beacon Pointe Advisors held 603,864 shares of ExxonMobil worth $82.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 18,150 ExxonMobil shares in Q2 2026, an estimated $2.72M.
  • ExxonMobil made up 0.38% of Beacon Pointe Advisors's portfolio in Q2 2026, its #59 holding.
  • Beacon Pointe Advisors first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's ExxonMobil position peaked at $106M in Q1 2026.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.