Beaton Management Company’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.11M | Sell |
41,921
-1,700
| -4% | -$248K | 3.17% | 3 |
|
|
2025
Q4 | $5.25M | Sell |
43,621
-100
| -0.2% | -$11.6K | 2.31% | 10 |
|
|
2025
Q3 | $4.93M | Sell |
43,721
-597
| -1% | -$66.4K | 2.24% | 8 |
|
|
2025
Q2 | $4.78M | Sell |
44,318
-314
| -0.7% | -$33.6K | 2.33% | 9 |
|
|
2025
Q1 | $5.31M | Sell |
44,632
-1,877
| -4% | -$208K | 2.76% | 7 |
|
|
2024
Q4 | $5.08M | Buy |
46,509
+1,733
| +4% | +$203K | 2.56% | 7 |
|
|
2024
Q3 | $5.25M | Sell |
44,776
-200
| -0.4% | -$23.1K | 2.66% | 5 |
|
|
2024
Q2 | $5.18M | Buy |
44,976
+33
| +0.1% | +$3.84K | 2.78% | 6 |
|
|
2024
Q1 | $5.22M | Sell |
44,943
-110
| -0.2% | -$11.5K | 2.84% | 4 |
|
|
2023
Q4 | $4.5M | Sell |
45,053
-2,070
| -4% | -$218K | 2.7% | 5 |
|
|
2023
Q3 | $5.54M | Sell |
47,123
-199
| -0.4% | -$21.8K | 3.6% | 2 |
|
|
2023
Q2 | $5.08M | Sell |
47,322
-275
| -0.6% | -$30K | 3.21% | 5 |
|
|
2023
Q1 | $5.22M | Sell |
47,597
-300
| -0.6% | -$33.2K | 3.52% | 2 |
|
|
2022
Q4 | $5.28M | Sell |
47,897
-9,945
| -17% | -$1.07M | 3.54% | 2 |
|
|
2022
Q3 | $5.2M | Buy |
57,842
+1,640
| +3% | +$150K | 3.93% | 2 |
|
|
2022
Q2 | $4.81M | Sell |
56,202
-145
| -0.3% | -$13.1K | 3.41% | 2 |
|
|
2022
Q1 | $4.65M | Sell |
56,347
-2,270
| -4% | -$176K | 2.87% | 5 |
|
|
2021
Q4 | $3.59M | Sell |
58,617
-200
| -0.3% | -$12.5K | 2.14% | 12 |
|
|
2021
Q3 | $3.46M | Hold |
58,817
| – | – | 2.29% | 12 |
|
|
2021
Q2 | $3.71M | Sell |
58,817
-2,220
| -4% | -$133K | 2.36% | 8 |
|
|
2021
Q1 | $3.41M | Sell |
61,037
-100
| -0.2% | -$5.24K | 2.35% | 10 |
|
|
2020
Q4 | $2.52M | Sell |
61,137
-200
| -0.3% | -$7.5K | 1.86% | 15 |
|
|
2020
Q3 | $2.11M | Sell |
61,337
-746
| -1% | -$30.5K | 1.74% | 17 |
|
|
2020
Q2 | $2.78M | Sell |
62,083
-750
| -1% | -$33.6K | 2.47% | 8 |
|
|
2020
Q1 | $2.39M | Buy |
62,833
+1,517
| +2% | +$83.8K | 2.39% | 7 |
|
|
2019
Q4 | $4.28M | Sell |
61,316
-3,700
| -6% | -$256K | 3.36% | 2 |
|
|
2019
Q3 | $4.59M | Sell |
65,016
-1,478
| -2% | -$107K | 3.72% | 2 |
|
|
2019
Q2 | $5.09M | Sell |
66,494
-700
| -1% | -$54.2K | 4.23% | 2 |
|
|
2019
Q1 | $5.43M | Sell |
67,194
-2,092
| -3% | -$160K | 4.7% | 1 |
|
|
2018
Q4 | $4.72M | Sell |
69,286
-1,600
| -2% | -$126K | 4.64% | 1 |
|
|
2018
Q3 | $6.03M | Sell |
70,886
-1,700
| -2% | -$139K | 4.98% | 1 |
|
|
2018
Q2 | $6M | Sell |
72,586
-1,193
| -2% | -$95.1K | 5.38% | 1 |
|
|
2018
Q1 | $5.5M | Sell |
73,779
-2,100
| -3% | -$168K | 5.09% | 1 |
|
|
2017
Q4 | $6.35M | Sell |
75,879
-1,902
| -2% | -$157K | 5.73% | 1 |
|
|
2017
Q3 | $6.38M | Sell |
77,781
-300
| -0.4% | -$23.8K | 6.01% | 1 |
|
|
2017
Q2 | $6.3M | Buy |
+78,081
| New | +$6.39M | 6.25% | 1 |
|
Other funds holding XOM
VCM
VPM
Beaton Management Company's XOM Position: Q1 2026 in Review
Beaton Management Company reduced its ExxonMobil (XOM) stake by 3.9% in Q1 2026, selling an estimated $248K and leaving 41,921 shares worth $7.11M. The position accounts for 3.17% of the portfolio, ranked #3.
Beaton Management Company first reported a position in XOM in Q2 2017 and has held it in 36 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Beaton Management Company held 41,921 shares of ExxonMobil worth $7.11M as of Q1 2026.
- Beaton Management Company sold 1,700 ExxonMobil shares in Q1 2026, an estimated $248K.
- ExxonMobil made up 3.17% of Beaton Management Company's portfolio in Q1 2026, its #3 holding.
- Beaton Management Company first reported a position in ExxonMobil in Q2 2017 and has held it in 36 quarters since.
- 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.