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Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

XOM holding history

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

XOM overviewAll 13F holders of XOMFull Q2 2026 holdings

Shares (Q2 2026)
45,466
Value
$6.22M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of XOM by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,466$6.22M1.2%−522−1.1%ReducedHolders
Q1 202645,988$7.80M1.8%−143−0.3%ReducedHolders
Q4 202546,131$5.55M1.2%−518−1.1%ReducedHolders
Q3 202546,649$5.26M1.2%+2,774+6.3%AddedHolders
Q2 202543,875$4.73M1.2%−3,683−7.7%ReducedHolders
Q1 202547,558$5.66M1.5%+54+0.1%AddedHolders
Q4 202447,504$5.11M1.3%−1,301−2.7%ReducedHolders
Q3 202448,805$5.72M1.5%−1,670−3.3%ReducedHolders
Q2 202450,475$5.81M1.6%−109−0.2%ReducedHolders
Q1 202450,584$5.88M1.7%+1,508+3.1%AddedHolders
Q4 202349,076$4.91M1.5%−168−0.3%ReducedHolders
Q3 202349,244$5.79M2.1%+132+0.3%AddedHolders
Q2 202349,112$5.27M1.8%−286−0.6%ReducedHolders
Q1 202349,398$5.42M1.9%−474−1.0%ReducedHolders
Q4 202249,872$5.50M2.0%−773−1.5%ReducedHolders
Q3 202250,645$4.42M1.8%−1,064−2.1%ReducedHolders
Q2 202251,709$4.43M1.7%+434+0.8%AddedHolders
Q1 202251,275$4.24M1.4%−2,560−4.8%ReducedHolders
Q4 202153,835$3.29M1.0%−417−0.8%ReducedHolders
Q3 202154,252$3.19M1.1%+91+0.2%AddedHolders
Q2 202154,161$3.42M1.2%−178−0.3%ReducedHolders
Q1 202154,339$3.03M1.1%––Holders

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