Beacon Wealthcare LLC’s ExxonMobil XOM Stock Holding History

Beacon Wealthcare LLC’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
2026 Q3	$388K	Buy	2,383 +304	+15%	+$47.5K	0.12%	19
2026 Q2	$284K	Buy	2,079 +56	+3%	+$8.38K	0.09%	22
2026 Q1	$343K	Hold	2,023	–	–	0.12%	18
2025 Q4	$243K	Hold	2,023	–	–	0.08%	22
2025 Q3	$228K	Hold	2,023	–	–	0.08%	23
2025 Q2	$218K	Buy	2,023 +143	+8%	+$15.3K	0.08%	22
2025 Q1	$224K	Sell	1,880 -278	-13%	-$30.7K	0.09%	21
2024 Q4	$232K	Sell	2,158 -167	-7%	-$19.5K	0.09%	19
2024 Q3	$273K	Buy	2,325 +279	+14%	+$32.2K	0.11%	21
2024 Q2	$236K	Buy	2,046 +103	+5%	+$12K	0.1%	18
2024 Q1	$226K	Buy	+1,943	New	+$203K	0.1%	18
2023 Q4	–	Sell	-1,943	Closed	-$228K	–	17
2023 Q3	$228K	Hold	1,943	–	–	0.12%	16
2023 Q2	$208K	Hold	1,943	–	–	0.11%	16
2023 Q1	$213K	Hold	1,943	–	–	0.11%	15
2022 Q4	$214K	Buy	+1,943	New	+$208K	0.12%	13

Other funds holding XOM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Wealthcare LLC's XOM Position: Q3 2026 in Review

Beacon Wealthcare LLC increased its ExxonMobil (XOM) stake by 15% in Q3 2026, buying an estimated $47.5K and bringing the position to 2,383 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #19.

Beacon Wealthcare LLC first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. 3,013 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Beacon Wealthcare LLC held 2,383 shares of ExxonMobil worth $388K as of Q3 2026.
Beacon Wealthcare LLC bought 304 ExxonMobil shares in Q3 2026, an estimated $47.5K.
ExxonMobil made up 0.12% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #19 holding.
Beacon Wealthcare LLC first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
3,013 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.