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Beam Wealth Advisors’s ExxonMobil XOM Stock Holding History

Beam Wealth Advisors’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 		$3.4M Sell
24,865
-203
-0.8% -$30.4K 0.75% 34
2026
Q1 		$4.25M Sell
25,068
-1,093
-4% -$160K 1.06% 18
2025
Q4 		$3.15M Sell
26,161
-407
-2% -$47.2K 0.86% 31
2025
Q3 		$3M Sell
26,568
-570
-2% -$63.4K 0.82% 34
2025
Q2 		$2.93M Buy
27,138
+1,754
+7% +$187K 0.87% 29
2025
Q1 		$3.02M Buy
25,384
+1,221
+5% +$135K 1.02% 26
2024
Q4 		$2.6M Buy
24,163
+598
+3% +$70K 0.82% 33
2024
Q3 		$2.76M Buy
23,565
+777
+3% +$89.7K 0.84% 28
2024
Q2 		$2.62M Buy
22,788
+11,268
+98% +$1.31M 0.87% 27
2024
Q1 		$1.34M Sell
11,520
-21
-0.2% -$2.2K 0.8% 30
2023
Q4 		$1.15M Sell
11,541
-16
-0.1% -$1.68K 0.73% 35
2023
Q3 		$1.36M Buy
11,557
+141
+1% +$15.5K 0.97% 24
2023
Q2 		$1.22M Buy
11,416
+652
+6% +$71.1K 0.85% 30
2023
Q1 		$1.18M Buy
10,764
+58
+0.5% +$6.42K 1.18% 30
2022
Q4 		$1.18M Buy
10,706
+182
+2% +$19.5K 1.23% 29
2022
Q3 		$919K Buy
10,524
+496
+5% +$45.3K 1.02% 38
2022
Q2 		$859K Buy
10,028
+36
+0.4% +$3.25K 0.95% 36
2022
Q1 		$825K Buy
9,992
+525
+6% +$40.8K 0.95% 37
2021
Q4 		$579K Sell
9,467
-738
-7% -$46.1K 0.66% 47
2021
Q3 		$600K Buy
10,205
+440
+5% +$25.1K 0.51% 62
2021
Q2 		$616K Buy
9,765
+2,836
+41% +$169K 0.53% 63
2021
Q1 		$387K Buy
6,929
+620
+10% +$32.5K 0.34% 87
2020
Q4 		$260K Buy
6,309
+113
+2% +$4.24K 0.25% 97
2020
Q3 		$213K Buy
+6,196
New +$253K 0.2% 116
2020
Q2 		– Sell
-9,447
Closed -$359K – 168
2020
Q1 		$359K Sell
9,447
-3,881
-29% -$214K 0.36% 92
2019
Q4 		$930K Buy
+13,328
New +$922K 0.87% 35

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beam Wealth Advisors's XOM Position: Q2 2026 in Review

Beam Wealth Advisors reduced its ExxonMobil (XOM) stake by 0.81% in Q2 2026, selling an estimated $30.4K and leaving 24,865 shares worth $3.4M. The position accounts for 0.75% of the portfolio, ranked #34.

Beam Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.25M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beam Wealth Advisors held 24,865 shares of ExxonMobil worth $3.4M as of Q2 2026.
  • Beam Wealth Advisors sold 203 ExxonMobil shares in Q2 2026, an estimated $30.4K.
  • ExxonMobil made up 0.75% of Beam Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Beam Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 26 quarters since.
  • Beam Wealth Advisors's ExxonMobil position peaked at $4.25M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.