BAM
Beaumont Asset Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,735
| Closed | -$206K | – | 76 |
|
|
2025
Q1 | $206K | Buy |
+1,735
| New | +$206K | 0.12% | 68 |
|
|
2021
Q4 | – | Sell |
-4,212
| Closed | -$247K | – | 71 |
|
|
2021
Q3 | $247K | Buy |
4,212
+900
| +27% | +$52.8K | 0.18% | 63 |
|
|
2021
Q2 | $208K | Buy |
+3,312
| New | +$208K | 0.16% | 65 |
|
|
2020
Q1 | – | Sell |
-10,183
| Closed | -$710K | – | 66 |
|
|
2019
Q4 | $710K | Buy |
+10,183
| New | +$710K | 0.68% | 43 |
|