Beaumont Financial Advisors’s ExxonMobil XOM Stock Holding History

Beaumont Financial 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 Q1	$2.88M	Sell	16,970 -1,067	-6%	-$156K	0.2%	81
2025 Q4	$2.17M	Sell	18,037 -2,505	-12%	-$291K	0.14%	92
2025 Q3	$2.32M	Sell	20,542 -2,954	-13%	-$328K	0.15%	87
2025 Q2	$2.53M	Buy	23,496 +317	+1%	+$33.9K	0.18%	77
2025 Q1	$2.76M	Buy	23,179 +1,157	+5%	+$128K	0.22%	75
2024 Q4	$2.37M	Buy	22,022 +67	+0.3%	+$7.84K	0.18%	82
2024 Q3	$2.57M	Sell	21,955 -290	-1%	-$33.5K	0.2%	73
2024 Q2	$2.56M	Buy	22,245 +809	+4%	+$94.2K	0.2%	74
2024 Q1	$2.49M	Buy	21,436 +385	+2%	+$40.3K	0.21%	72
2023 Q4	$2.1M	Buy	21,051 +668	+3%	+$70.2K	0.19%	78
2023 Q3	$2.4M	Sell	20,383 -115	-0.6%	-$12.6K	0.24%	64
2023 Q2	$2.2M	Sell	20,498 -125	-0.6%	-$13.6K	0.2%	75
2023 Q1	$2.26M	Buy	20,623 +134	+0.7%	+$14.8K	0.23%	58
2022 Q4	$2.26M	Buy	20,489 +108	+0.5%	+$11.6K	0.23%	60
2022 Q3	$1.78M	Buy	20,381 +2,184	+12%	+$199K	0.17%	83
2022 Q2	$1.56M	Buy	18,197 +1,714	+10%	+$155K	0.14%	99
2022 Q1	$1.36M	Buy	16,483 +157	+1%	+$12.2K	0.1%	133
2021 Q4	$999K	Sell	16,326 -65	-0.4%	-$4.06K	0.07%	144
2021 Q3	$964K	Sell	16,391 -189	-1%	-$10.8K	0.07%	141
2021 Q2	$1.05M	Sell	16,580 -47	-0.3%	-$2.81K	0.08%	136
2021 Q1	$928K	Sell	16,627 -1,144	-6%	-$60K	0.08%	145
2020 Q4	$733K	Sell	17,771 -13,130	-42%	-$492K	0.07%	167
2020 Q3	$1.06M	Sell	30,901 -8,649	-22%	-$354K	0.1%	138
2020 Q2	$1.77M	Buy	39,550 +6,232	+19%	+$280K	0.18%	95
2020 Q1	$1.26M	Sell	33,318 -5,991	-15%	-$331K	0.16%	94
2019 Q4	$2.74M	Buy	39,309 +1,381	+4%	+$95.5K	0.27%	75
2019 Q3	$2.68M	Sell	37,928 -2,570	-6%	-$186K	0.27%	80
2019 Q2	$3.1M	Buy	40,498 +1,818	+5%	+$141K	0.32%	72
2019 Q1	$3.13M	Sell	38,680 -529	-1%	-$40.3K	0.33%	68
2018 Q4	$2.67M	Buy	39,209 +266	+0.7%	+$20.9K	0.44%	49
2018 Q3	$3.31M	Buy	38,943 +5,214	+15%	+$426K	0.33%	70
2018 Q2	$2.79M	Sell	33,729 -455	-1%	-$36.3K	0.3%	65
2018 Q1	$2.55M	Buy	34,184 +2,945	+9%	+$235K	0.28%	70
2017 Q4	$2.61M	Sell	31,239 -564	-2%	-$46.6K	0.31%	70
2017 Q3	$2.61M	Buy	31,803 +1,023	+3%	+$81.2K	0.33%	69
2017 Q2	$2.48M	Buy	30,780 +1,441	+5%	+$118K	0.32%	72
2017 Q1	$2.41M	Buy	29,339 +1,608	+6%	+$134K	0.33%	78
2016 Q4	$2.5M	Sell	27,731 -2,803	-9%	-$245K	0.38%	67
2016 Q3	$2.67M	Sell	30,534 -392	-1%	-$34.8K	0.42%	79
2016 Q2	$2.9M	Buy	30,926 +4,198	+16%	+$371K	0.48%	68
2016 Q1	$2.27M	Sell	26,728 -6,941	-21%	-$556K	0.37%	71
2015 Q4	$2.62M	Buy	33,669 +8,209	+32%	+$656K	0.43%	62
2015 Q3	$2.12M	Hold	25,460	–	–	0.31%	75
2015 Q2	$2.12M	Sell	25,460 -1,268	-5%	-$109K	0.31%	75
2015 Q1	$2.27M	Buy	26,728 +2,943	+12%	+$261K	0.08%	85
2014 Q4	$2.2M	Sell	23,785 -3,199	-12%	-$298K	0.11%	86
2014 Q3	$2.54M	Sell	26,984 -2,306	-8%	-$230K	0.17%	90
2014 Q2	$2.95M	Sell	29,290 -2,136	-7%	-$215K	0.21%	86
2014 Q1	$3.07M	Sell	31,426 -2,971	-9%	-$283K	0.25%	73
2013 Q4	$3.48M	Buy	34,397 +1,498	+5%	+$139K	0.29%	72
2013 Q3	$2.83M	Buy	32,899 +37	+0.1%	+$3.34K	0.25%	79
2013 Q2	$2.97M	Buy	+32,862	New	+$2.96M	0.27%	80

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beaumont Financial Advisors's XOM Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its ExxonMobil (XOM) stake by 5.9% in Q1 2026, selling an estimated $156K and leaving 16,970 shares worth $2.88M. The position accounts for 0.2% of the portfolio, ranked #81.

Beaumont Financial Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.48M in Q4 2013. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Beaumont Financial Advisors held 16,970 shares of ExxonMobil worth $2.88M as of Q1 2026.
Beaumont Financial Advisors sold 1,067 ExxonMobil shares in Q1 2026, an estimated $156K.
ExxonMobil made up 0.2% of Beaumont Financial Advisors's portfolio in Q1 2026, its #81 holding.
Beaumont Financial Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
Beaumont Financial Advisors's ExxonMobil position peaked at $3.48M in Q4 2013.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.