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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Beacon Wealthcare LLC's XOM Position: Q2 2026 in Review

Beacon Wealthcare LLC increased its ExxonMobil (XOM) stake by 2.8% in Q2 2026, buying an estimated $8.38K and bringing the position to 2,079 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #22.

Beacon Wealthcare LLC first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $343K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Beacon Wealthcare LLC held 2,079 shares of ExxonMobil worth $284K as of Q2 2026.
Beacon Wealthcare LLC bought 56 ExxonMobil shares in Q2 2026, an estimated $8.38K.
ExxonMobil made up 0.09% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #22 holding.
Beacon Wealthcare LLC first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Beacon Wealthcare LLC's ExxonMobil position peaked at $343K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.