Beck Capital Management’s ExxonMobil XOM Stock Holding History

Beck Capital Management’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	$1.72M	Sell	10,159 -1,798	-15%	-$262K	0.39%	67
2025 Q4	$1.44M	Sell	11,957 -200	-2%	-$23.2K	0.34%	71
2025 Q3	$1.37M	Sell	12,157 -380	-3%	-$42.2K	0.32%	72
2025 Q2	$1.35M	Sell	12,537 -129	-1%	-$13.8K	0.34%	73
2025 Q1	$1.51M	Sell	12,666 -361	-3%	-$39.9K	0.44%	69
2024 Q4	$1.4M	Buy	13,027 +30	+0.2%	+$3.51K	0.37%	71
2024 Q3	$1.52M	Buy	12,997 +933	+8%	+$108K	0.41%	80
2024 Q2	$1.39M	Buy	12,064 +470	+4%	+$54.7K	0.38%	80
2024 Q1	$1.35M	Buy	11,594 +631	+6%	+$66K	0.39%	80
2023 Q4	$1.1M	Sell	10,963 -21,996	-67%	-$2.31M	0.38%	82
2023 Q3	$3.88M	Sell	32,959 -6,342	-16%	-$696K	1.49%	19
2023 Q2	$4.22M	Sell	39,301 -1,859	-5%	-$203K	1.66%	15
2023 Q1	$4.51M	Buy	41,160 +12,104	+42%	+$1.34M	1.92%	8
2022 Q4	$3.2M	Buy	29,056 +399	+1%	+$42.8K	1.35%	16
2022 Q3	$2.5M	Sell	28,657 -185	-0.6%	-$16.9K	1.07%	32
2022 Q2	$2.47M	Sell	28,842 -5,243	-15%	-$473K	1.11%	34
2022 Q1	$2.81M	Sell	34,085 -22,049	-39%	-$1.71M	0.86%	45
2021 Q4	$3.44M	Buy	56,134 +58	+0.1%	+$3.63K	1.06%	33
2021 Q3	$3.3M	Buy	56,076 +1,334	+2%	+$76K	1.11%	34
2021 Q2	$3.45M	Buy	54,742 +294	+0.5%	+$17.6K	1.16%	33
2021 Q1	$3.04M	Buy	54,448 +43,087	+379%	+$2.26M	1.15%	39
2020 Q4	$468K	Sell	11,361 -116	-1%	-$4.35K	0.19%	87
2020 Q3	$394K	Sell	11,477 -200	-2%	-$8.18K	0.22%	61
2020 Q2	$522K	Buy	11,677 +300	+3%	+$13.5K	0.26%	64
2020 Q1	$432K	Sell	11,377 -512	-4%	-$28.3K	0.4%	49
2019 Q4	$830K	Sell	11,889 -400	-3%	-$27.7K	0.41%	60
2019 Q3	$868K	Sell	12,289 -500	-4%	-$36.2K	0.47%	53
2019 Q2	$980K	Sell	12,789 -2,025	-14%	-$157K	0.52%	51
2019 Q1	$1.2M	Buy	14,814 +926	+7%	+$70.6K	0.57%	55
2018 Q4	$947K	Hold	13,888	–	–	0.81%	32
2018 Q3	$1.18M	Hold	13,888	–	–	0.51%	52
2018 Q2	$1.15M	Buy	13,888 +28	+0.2%	+$2.23K	0.56%	47
2018 Q1	$1.03M	Sell	13,860 -677	-5%	-$54.1K	0.48%	52
2017 Q4	$1.22M	Buy	14,537 +105	+0.7%	+$8.68K	0.54%	53
2017 Q3	$1.18M	Sell	14,432 -100	-0.7%	-$7.94K	0.56%	51
2017 Q2	$1.18M	Hold	14,532	–	–	0.61%	50
2017 Q1	$1.19M	Buy	14,532 +5	+0%	+$418	0.63%	49
2016 Q4	$1.31M	Sell	14,527 -13,569	-48%	-$1.19M	0.74%	52
2016 Q3	$2.45M	Sell	28,096 -5,561	-17%	-$493K	1.49%	31
2016 Q2	$3.15M	Buy	33,657 +16,225	+93%	+$1.43M	2.01%	14
2016 Q1	$1.46M	Buy	17,432 +945	+6%	+$75.7K	1.01%	38
2015 Q4	$1.28M	Sell	16,487 -695	-4%	-$55.6K	0.76%	46
2015 Q3	$1.34M	Sell	17,182 -723	-4%	-$55.7K	0.93%	41
2015 Q2	$1.49M	Buy	17,905 +527	+3%	+$45.3K	0.8%	43
2015 Q1	$1.48M	Buy	17,378 +14,645	+536%	+$1.3M	0.84%	36
2014 Q4	$253K	Buy	+2,733	New	+$255K	0.15%	126
2014 Q3	–	Sell	-2,487	Closed	-$250K	–	173
2014 Q2	$250K	Sell	2,487 -215	-8%	-$21.7K	0.17%	130
2014 Q1	$264K	Sell	2,702 -550	-17%	-$52.4K	0.2%	125
2013 Q4	$309K	Buy	+3,252	New	+$301K	0.25%	106

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

Beck Capital Management's XOM Position: Q1 2026 in Review

Beck Capital Management reduced its ExxonMobil (XOM) stake by 15% in Q1 2026, selling an estimated $262K and leaving 10,159 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #67.

Beck Capital Management first reported a position in XOM in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.51M in Q1 2023. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Beck Capital Management held 10,159 shares of ExxonMobil worth $1.72M as of Q1 2026.
Beck Capital Management sold 1,798 ExxonMobil shares in Q1 2026, an estimated $262K.
ExxonMobil made up 0.39% of Beck Capital Management's portfolio in Q1 2026, its #67 holding.
Beck Capital Management first reported a position in ExxonMobil in Q4 2013 and has held it in 49 quarters since.
Beck Capital Management's ExxonMobil position peaked at $4.51M in Q1 2023.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Beck Capital Management's 13F filing for Q1 2026, filed 15 May 2026.