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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Insight Wealth Partners, 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)
10,901
Value
$1.49M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of XOM by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,901$1.49M0.2%+1,485+15.8%AddedHolders
Q1 20269,416$1.60M0.6%+240+2.6%AddedHolders
Q4 20259,176$1.10M0.5%−753−7.6%ReducedHolders
Q3 20259,929$1.12M0.5%+570+6.1%AddedHolders
Q2 20259,359$1.01M0.6%+155+1.7%AddedHolders
Q1 20259,204$1.09M0.7%+43+0.5%AddedHolders
Q4 20249,161$985.5K0.6%−10−0.1%ReducedHolders
Q3 20249,171$1.07M0.7%+1,363+17.5%AddedHolders
Q2 20247,808$898.8K0.6%+366+4.9%AddedHolders
Q1 20247,442$865.1K0.6%+30.0%AddedHolders
Q4 20237,439$743.8K0.6%−146−1.9%ReducedHolders
Q3 20237,585$891.9K0.7%+30.0%AddedHolders
Q2 20237,582$813.2K0.7%+30.0%AddedHolders
Q1 20237,579$831.2K0.7%+30.0%AddedHolders
Q4 20227,576$835.7K0.8%−2,930−27.9%ReducedHolders
Q3 202210,506$917.0K0.9%−697−6.2%ReducedHolders
Q2 202211,203$959.0K0.8%+1,003+9.8%AddedHolders
Q1 202210,200$842.0K0.6%+40.0%AddedHolders
Q4 202110,196$624.0K0.3%+5,219+104.9%AddedHolders
Q3 20214,977$293.0K0.2%−25−0.5%ReducedHolders
Q2 20215,002$316.0K0.2%+5+0.1%AddedHolders
Q1 20214,997$279.0K0.2%––Holders

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