Beaton Management Company’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 | $4.78M | Sell |
44,318
-314
| -0.7% | -$33.8K | 2.33% | 9 |
|
|
2025
Q1 | $5.31M | Sell |
44,632
-1,877
| -4% | -$223K | 2.76% | 7 |
|
|
2024
Q4 | $5.08M | Buy |
46,509
+1,733
| +4% | +$189K | 2.56% | 7 |
|
|
2024
Q3 | $5.25M | Sell |
44,776
-200
| -0.4% | -$23.4K | 2.66% | 5 |
|
|
2024
Q2 | $5.18M | Buy |
44,976
+33
| +0.1% | +$3.8K | 2.78% | 6 |
|
|
2024
Q1 | $5.22M | Sell |
44,943
-110
| -0.2% | -$12.8K | 2.84% | 4 |
|
|
2023
Q4 | $4.5M | Sell |
45,053
-2,070
| -4% | -$207K | 2.7% | 5 |
|
|
2023
Q3 | $5.54M | Sell |
47,123
-199
| -0.4% | -$23.4K | 3.6% | 2 |
|
|
2023
Q2 | $5.08M | Sell |
47,322
-275
| -0.6% | -$29.5K | 3.21% | 5 |
|
|
2023
Q1 | $5.22M | Sell |
47,597
-300
| -0.6% | -$32.9K | 3.52% | 2 |
|
|
2022
Q4 | $5.28M | Sell |
47,897
-9,945
| -17% | -$1.1M | 3.54% | 2 |
|
|
2022
Q3 | $5.2M | Buy |
57,842
+1,640
| +3% | +$147K | 3.93% | 2 |
|
|
2022
Q2 | $4.81M | Sell |
56,202
-145
| -0.3% | -$12.4K | 3.41% | 2 |
|
|
2022
Q1 | $4.65M | Sell |
56,347
-2,270
| -4% | -$187K | 2.87% | 5 |
|
|
2021
Q4 | $3.59M | Sell |
58,617
-200
| -0.3% | -$12.2K | 2.14% | 12 |
|
|
2021
Q3 | $3.46M | Hold |
58,817
| – | – | 2.29% | 12 |
|
|
2021
Q2 | $3.71M | Sell |
58,817
-2,220
| -4% | -$140K | 2.36% | 8 |
|
|
2021
Q1 | $3.41M | Sell |
61,037
-100
| -0.2% | -$5.58K | 2.35% | 10 |
|
|
2020
Q4 | $2.52M | Sell |
61,137
-200
| -0.3% | -$8.24K | 1.86% | 15 |
|
|
2020
Q3 | $2.11M | Sell |
61,337
-746
| -1% | -$25.6K | 1.74% | 17 |
|
|
2020
Q2 | $2.78M | Sell |
62,083
-750
| -1% | -$33.5K | 2.47% | 8 |
|
|
2020
Q1 | $2.39M | Buy |
62,833
+1,517
| +2% | +$57.6K | 2.39% | 7 |
|
|
2019
Q4 | $4.28M | Sell |
61,316
-3,700
| -6% | -$258K | 3.36% | 2 |
|
|
2019
Q3 | $4.59M | Sell |
65,016
-1,478
| -2% | -$104K | 3.72% | 2 |
|
|
2019
Q2 | $5.1M | Sell |
66,494
-700
| -1% | -$53.6K | 4.23% | 2 |
|
|
2019
Q1 | $5.43M | Sell |
67,194
-2,092
| -3% | -$169K | 4.7% | 1 |
|
|
2018
Q4 | $4.73M | Sell |
69,286
-1,600
| -2% | -$109K | 4.64% | 1 |
|
|
2018
Q3 | $6.03M | Sell |
70,886
-1,700
| -2% | -$145K | 4.98% | 1 |
|
|
2018
Q2 | $6.01M | Sell |
72,586
-1,193
| -2% | -$98.7K | 5.38% | 1 |
|
|
2018
Q1 | $5.51M | Sell |
73,779
-2,100
| -3% | -$157K | 5.09% | 1 |
|
|
2017
Q4 | $6.35M | Sell |
75,879
-1,902
| -2% | -$159K | 5.73% | 1 |
|
|
2017
Q3 | $6.38M | Sell |
77,781
-300
| -0.4% | -$24.6K | 6.01% | 1 |
|
|
2017
Q2 | $6.3M | Buy |
+78,081
| New | +$6.3M | 6.25% | 1 |
|