BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overview All 13F holders of XOM Full Q2 2026 holdings

Shares (Q2 2026): 45,893
Value: $6.27M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of XOM by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,893	$6.27M	0.1%	+1,512+3.4%	Added	Holders
Q1 2026	44,381	$7.53M	0.1%	+589+1.3%	Added	Holders
Q4 2025	43,792	$5.27M	0.1%	+1,305+3.1%	Added	Holders
Q3 2025	42,487	$4.79M	0.1%	+118+0.3%	Added	Holders
Q2 2025	42,369	$4.57M	0.1%	+372+0.9%	Added	Holders
Q1 2025	41,997	$4.99M	0.1%	−15,223−26.6%	Reduced	Holders
Q4 2024	57,220	$6.16M	0.1%	+205+0.4%	Added	Holders
Q3 2024	57,015	$6.68M	0.2%	+16,601+41.1%	Added	Holders
Q2 2024	40,414	$4.65M	0.1%	+1,822+4.7%	Added	Holders
Q1 2024	38,592	$4.49M	0.1%	−3,330−7.9%	Reduced	Holders
Q4 2023	41,922	$4.19M	0.1%	−760−1.8%	Reduced	Holders
Q3 2023	42,682	$5.02M	0.2%	−4,467−9.5%	Reduced	Holders
Q2 2023	47,149	$5.06M	0.1%	−1,757−3.6%	Reduced	Holders
Q1 2023	48,906	$5.36M	0.2%	−4,437−8.3%	Reduced	Holders
Q4 2022	53,343	$5.88M	0.2%	−719−1.3%	Reduced	Holders
Q3 2022	54,062	$4.72M	0.2%	−1,616−2.9%	Reduced	Holders
Q2 2022	55,678	$4.77M	0.2%	+19,794+55.2%	Added	Holders
Q1 2022	35,884	$2.96M	0.1%	+1,775+5.2%	Added	Holders
Q4 2021	34,109	$2.09M	0.1%	−638−1.8%	Reduced	Holders
Q3 2021	34,747	$2.04M	0.1%	+6,477+22.9%	Added	Holders
Q2 2021	28,270	$1.78M	0.1%	−3,635−11.4%	Reduced	Holders
Q1 2021	31,905	$1.78M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.