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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Surevest, 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 Q3 2022 holdings

Shares (Q3 2022)
2,029
Value
$177.0K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2021
Holdings of XOM by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20222,029$177.0K<0.1%+3+0.1%AddedHolders
Q2 20222,026$174.0K<0.1%−766−27.4%ReducedHolders
Q1 20222,792$231.0K0.1%−590−17.4%ReducedHolders
Q4 20213,382$207.0K<0.1%+3,382NewHolders
Q3 20210$00.0%−3,373−100.0%Sold outHolders
Q2 20213,373$213.0K0.1%+3,373NewHolders