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Beaird Harris Wealth Management’s ExxonMobil XOM Stock Holding History

Beaird Harris Wealth Management’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 		$1.24M Buy
9,083
+155
+2% +$23.2K 0.08% 68
2026
Q1 		$1.51M Sell
8,928
-5,704
-39% -$832K 0.1% 64
2025
Q4 		$1.76M Sell
14,632
-101
-0.7% -$11.7K 0.12% 60
2025
Q3 		$1.66M Sell
14,733
-3,253
-18% -$362K 0.12% 60
2025
Q2 		$1.94M Buy
17,986
+290
+2% +$31K 0.15% 54
2025
Q1 		$2.1M Sell
17,696
-13,382
-43% -$1.48M 0.18% 47
2024
Q4 		$3.34M Buy
31,078
+1,187
+4% +$139K 0.29% 39
2024
Q3 		$3.5M Sell
29,891
-5,254
-15% -$607K 0.31% 38
2024
Q2 		$4.05M Buy
35,145
+26,300
+297% +$3.06M 0.38% 34
2024
Q1 		$1.03M Buy
8,845
+596
+7% +$62.4K 0.1% 51
2023
Q4 		$825K Buy
8,249
+69
+0.8% +$7.25K 0.09% 52
2023
Q3 		$962K Buy
8,180
+102
+1% +$11.2K 0.12% 47
2023
Q2 		$866K Sell
8,078
-10
-0.1% -$1.09K 0.1% 46
2023
Q1 		$887K Sell
8,088
-658
-8% -$72.8K 0.16% 40
2022
Q4 		$965K Buy
8,746
+398
+5% +$42.6K 0.18% 39
2022
Q3 		$729K Buy
8,348
+4,929
+144% +$450K 0.16% 45
2022
Q2 		$293K Sell
3,419
-6,783
-66% -$612K 0.08% 55
2022
Q1 		$843K Sell
10,202
-5,352
-34% -$416K 0.3% 35
2021
Q4 		$952K Buy
+15,554
New +$972K 0.35% 40

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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

Beaird Harris Wealth Management's XOM Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its ExxonMobil (XOM) stake by 1.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 9,083 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #68.

Beaird Harris Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.05M in Q2 2024. 2,160 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beaird Harris Wealth Management held 9,083 shares of ExxonMobil worth $1.24M as of Q2 2026.
  • Beaird Harris Wealth Management bought 155 ExxonMobil shares in Q2 2026, an estimated $23.2K.
  • ExxonMobil made up 0.08% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Beaird Harris Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's ExxonMobil position peaked at $4.05M in Q2 2024.
  • 2,160 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.