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Beirne Wealth Consulting Services’s ExxonMobil XOM Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		– Sell
-14,062
Closed -$2.39M – 112
2026
Q1 		$2.39M Buy
14,062
+996
+8% +$145K 0.67% 33
2025
Q4 		$1.57M Sell
13,066
-958
-7% -$111K 0.46% 40
2025
Q3 		$1.58M Buy
14,024
+3,195
+30% +$355K 0.38% 48
2025
Q2 		$1.17M Hold
10,829
– – 0.38% 41
2025
Q1 		$1.29M Hold
10,829
– – 0.46% 38
2024
Q4 		$1.16M Sell
10,829
-196
-2% -$22.9K 0.42% 40
2024
Q3 		$1.29M Hold
11,025
– – 0.45% 39
2024
Q2 		$1.27M Buy
11,025
+552
+5% +$64.3K 0.51% 37
2024
Q1 		$1.22M Sell
10,473
-1,766
-14% -$185K 0.52% 35
2023
Q4 		$1.22M Buy
12,239
+1,596
+15% +$168K 0.61% 33
2023
Q3 		$1.14M Hold
10,643
– – 0.91% 19
2023
Q2 		$1.14M Hold
10,643
– – 0.91% 19
2023
Q1 		$1.17M Sell
10,643
-761
-7% -$84.2K 0.82% 22
2022
Q4 		$1.26M Hold
11,404
– – 0.62% 25
2022
Q3 		$996K Sell
11,404
-44
-0.4% -$4.02K 0.38% 36
2022
Q2 		$980K Hold
11,448
– – 0.64% 29
2022
Q1 		$945K Hold
11,448
– – 0.53% 43
2021
Q4 		$700K Buy
11,448
+800
+8% +$50K 0.38% 42
2021
Q3 		$626K Sell
10,648
-800
-7% -$45.6K 0.36% 45
2021
Q2 		$720K Sell
11,448
-200
-2% -$11.9K 0.4% 43
2021
Q1 		$650K Buy
11,648
+92
+0.8% +$4.82K 0.38% 42
2020
Q4 		$476K Sell
11,556
-18
-0.2% -$675 0.24% 76
2020
Q3 		$397K Sell
11,574
-74
-0.6% -$3.02K 0.23% 76
2020
Q2 		$521K Sell
11,648
-930
-7% -$41.7K 0.42% 38
2020
Q1 		$478K Buy
12,578
+617
+5% +$34.1K 0.52% 35
2019
Q4 		$835K Sell
11,961
-8,401
-41% -$581K 0.74% 30
2019
Q3 		$1.44M Sell
20,362
-962
-5% -$69.6K 1.2% 25
2019
Q2 		$1.63M Sell
21,324
-2,013
-9% -$156K 1.47% 19
2019
Q1 		$1.89M Buy
23,337
+24
+0.1% +$1.83K 1.48% 17
2018
Q4 		$1.59M Buy
+23,313
New +$1.83M 1.35% 18

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Beirne Wealth Consulting Services's XOM Position: Q2 2026 in Review

Beirne Wealth Consulting Services sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 14,062 shares — an estimated $2.39M sold.

Beirne Wealth Consulting Services first reported a position in XOM in Q4 2018 and held it in 30 quarters. The position peaked at $2.39M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Beirne Wealth Consulting Services reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 14,062 ExxonMobil shares in Q2 2026, an estimated $2.39M.
  • Beirne Wealth Consulting Services first reported a position in ExxonMobil in Q4 2018 and held it in 30 quarters.
  • Beirne Wealth Consulting Services's ExxonMobil position peaked at $2.39M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.