Beacon Wealthcare LLC’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
2,023
+143
| +8% | +$15.4K | 0.08% | 22 |
|
|
2025
Q1 | $224K | Sell |
1,880
-278
| -13% | -$33.1K | 0.09% | 21 |
|
|
2024
Q4 | $232K | Sell |
2,158
-167
| -7% | -$18K | 0.09% | 19 |
|
|
2024
Q3 | $273K | Buy |
2,325
+279
| +14% | +$32.7K | 0.11% | 21 |
|
|
2024
Q2 | $236K | Buy |
2,046
+103
| +5% | +$11.9K | 0.1% | 18 |
|
|
2024
Q1 | $226K | Buy |
+1,943
| New | +$226K | 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 | +$214K | 0.12% | 13 |
|