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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Gradient Investments LLC, 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)
141,859
Value
$19.4M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of XOM by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026141,859$19.4M0.3%+2,130+1.5%AddedHolders
Q1 2026139,729$23.7M0.4%−3,883−2.7%ReducedHolders
Q4 2025143,612$17.3M0.3%−2,439−1.7%ReducedHolders
Q3 2025146,051$16.5M0.3%+5,528+3.9%AddedHolders
Q2 2025140,523$15.1M0.3%+5,241+3.9%AddedHolders
Q1 2025135,282$16.1M0.3%−1,364−1.0%ReducedHolders
Q4 2024136,646$14.7M0.3%+164+0.1%AddedHolders
Q3 2024136,482$16.0M0.3%−25,522−15.8%ReducedHolders
Q2 2024162,004$18.6M0.4%−4,401−2.6%ReducedHolders
Q1 2024166,405$19.3M0.4%−28,126−14.5%ReducedHolders
Q4 2023194,531$19.4M0.5%+5,407+2.9%AddedHolders
Q3 2023189,124$22.2M0.6%−1,653−0.9%ReducedHolders
Q2 2023190,777$20.5M0.5%+2,942+1.6%AddedHolders
Q1 2023187,835$20.6M0.6%+7,312+4.1%AddedHolders
Q4 2022180,523$19.9M0.6%−10,244−5.4%ReducedHolders
Q3 2022190,767$16.7M0.5%+9,785+5.4%AddedHolders
Q2 2022180,982$15.5M0.5%−24,160−11.8%ReducedHolders
Q1 2022205,142$16.9M0.4%−45,213−18.1%ReducedHolders
Q4 2021250,355$15.3M0.4%+6,695+2.7%AddedHolders
Q3 2021243,660$14.3M0.4%−71,851−22.8%ReducedHolders
Q2 2021315,511$19.9M0.6%+2,364+0.8%AddedHolders
Q1 2021313,147$17.5M0.6%––Holders

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