BFIM
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Beese Fulmer Investment Management’s ExxonMobil XOM Stock Holding History

Beese Fulmer Investment 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 		$34.6M Sell
203,988
-210,918
-51% -$30.8M 2.22% 7
2025
Q4 		$25M Buy
414,906
+213,838
+106% +$24.8M 1.62% 15
2025
Q3 		$22.7M Buy
201,068
+377
+0.2% +$41.9K 1.57% 18
2025
Q2 		$21.6M Buy
200,691
+4,960
+3% +$530K 1.61% 15
2025
Q1 		$23.3M Buy
195,731
+4,253
+2% +$470K 2% 9
2024
Q4 		$20.6M Buy
191,478
+921
+0.5% +$108K 1.76% 13
2024
Q3 		$22.3M Buy
190,557
+1,138
+0.6% +$131K 1.92% 10
2024
Q2 		$21.8M Buy
189,419
+23,676
+14% +$2.76M 1.98% 12
2024
Q1 		$19.3M Buy
165,743
+3,028
+2% +$317K 1.81% 13
2023
Q4 		$16.3M Buy
162,715
+420
+0.3% +$44.1K 1.68% 15
2023
Q3 		$19.1M Sell
162,295
-2,232
-1% -$245K 2.15% 7
2023
Q2 		$17.6M Buy
164,527
+346
+0.2% +$37.8K 1.91% 8
2023
Q1 		$18M Buy
164,181
+3,420
+2% +$378K 2.05% 6
2022
Q4 		$17.7M Buy
160,761
+3,554
+2% +$381K 2.13% 7
2022
Q3 		$13.7M Buy
157,207
+8,248
+6% +$753K 1.85% 11
2022
Q2 		$12.8M Buy
148,959
+3,015
+2% +$272K 1.63% 16
2022
Q1 		$12.1M Sell
145,944
-1,558
-1% -$121K 1.31% 23
2021
Q4 		$9.03M Buy
147,502
+4,302
+3% +$269K 0.94% 38
2021
Q3 		$8.42M Sell
143,200
-109
-0.1% -$6.21K 0.95% 38
2021
Q2 		$9.04M Buy
143,309
+1,429
+1% +$85.3K 1.02% 34
2021
Q1 		$7.92M Buy
141,880
+2,452
+2% +$129K 0.95% 37
2020
Q4 		$5.75M Sell
139,428
-4,631
-3% -$174K 0.73% 47
2020
Q3 		$4.95M Sell
144,059
-7,262
-5% -$297K 0.7% 50
2020
Q2 		$6.77M Sell
151,321
-6,242
-4% -$280K 1% 36
2020
Q1 		$5.98M Sell
157,563
-1,549
-1% -$85.5K 1.06% 30
2019
Q4 		$11.1M Buy
159,112
+3,819
+2% +$264K 1.55% 16
2019
Q3 		$11M Buy
155,293
+45,838
+42% +$3.31M 1.65% 14
2019
Q2 		$8.39M Sell
109,455
-1,751
-2% -$136K 1.59% 17
2019
Q1 		$8.98M Sell
111,206
-958
-0.9% -$73K 1.77% 12
2018
Q4 		$7.65M Buy
112,164
+745
+0.7% +$58.5K 1.72% 14
2018
Q3 		$9.47M Buy
111,419
+57
+0.1% +$4.66K 1.86% 9
2018
Q2 		$9.21M Sell
111,362
-136
-0.1% -$10.8K 1.93% 10
2018
Q1 		$8.32M Sell
111,498
-274
-0.2% -$21.9K 1.82% 10
2017
Q4 		$9.35M Buy
111,772
+466
+0.4% +$38.5K 2% 9
2017
Q3 		$9.13M Buy
111,306
+1,309
+1% +$104K 2.08% 9
2017
Q2 		$8.88M Sell
109,997
-192
-0.2% -$15.7K 2.12% 8
2017
Q1 		$9.04M Buy
110,189
+1,748
+2% +$146K 2.2% 8
2016
Q4 		$9.79M Sell
108,441
-1,965
-2% -$172K 2.53% 4
2016
Q3 		$9.64M Buy
110,406
+4,038
+4% +$358K 2.6% 4
2016
Q2 		$9.97M Sell
106,368
-1,022
-1% -$90.4K 2.83% 3
2016
Q1 		$8.94M Buy
107,390
+679
+0.6% +$54.4K 2.61% 5
2015
Q4 		$8.32M Buy
106,711
+1,764
+2% +$141K 2.56% 6
2015
Q3 		$7.8M Buy
104,947
+2,613
+3% +$201K 2.57% 7
2015
Q2 		$8.51M Sell
102,334
-495
-0.5% -$42.6K 2.74% 6
2015
Q1 		$8.74M Sell
102,829
-402
-0.4% -$35.6K 2.92% 5
2014
Q4 		$9.54M Buy
103,231
+812
+0.8% +$75.7K 2.99% 4
2014
Q3 		$9.63M Sell
102,419
-1,458
-1% -$145K 3.13% 3
2014
Q2 		$10.5M Buy
103,877
+1,697
+2% +$171K 3.39% 1
2014
Q1 		$9.98M Buy
102,180
+189
+0.2% +$18K 3.47% 2
2013
Q4 		$10.3M Sell
101,991
-748
-0.7% -$69.2K 3.67% 1
2013
Q3 		$8.84M Buy
102,739
+2,922
+3% +$263K 3.47% 1
2013
Q2 		$9.02M Buy
+99,817
New +$8.98M 3.86% 1

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beese Fulmer Investment Management's XOM Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its ExxonMobil (XOM) stake by 51% in Q1 2026, selling an estimated $30.8M and leaving 203,988 shares worth $34.6M. The position accounts for 2.22% of the portfolio, ranked #7.

Beese Fulmer Investment Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Beese Fulmer Investment Management held 203,988 shares of ExxonMobil worth $34.6M as of Q1 2026.
  • Beese Fulmer Investment Management sold 210,918 ExxonMobil shares in Q1 2026, an estimated $30.8M.
  • ExxonMobil made up 2.22% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #7 holding.
  • Beese Fulmer Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.