Skip to main content

Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Intercontinental 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 overviewAll 13F holders of XOMFull Q2 2023 holdings

Shares (Q2 2023)
6,317
Value
$677.5K
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of XOM by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20236,317$677.5K0.2%−18−0.3%ReducedHolders
Q1 20236,335$694.7K0.2%00.0%UnchangedHolders
Q4 20226,335$698.8K0.2%+175+2.8%AddedHolders
Q3 20226,160$538.0K0.2%+97+1.6%AddedHolders
Q2 20226,063$519.0K0.1%−93−1.5%ReducedHolders
Q1 20226,156$508.0K0.1%−41−0.7%ReducedHolders
Q4 20216,197$379.0K0.1%−1,700−21.5%ReducedHolders
Q3 20217,897$465.0K0.1%−355−4.3%ReducedHolders
Q2 20218,252$521.0K0.1%−311−3.6%ReducedHolders
Q1 20218,563$478.0K0.1%––Holders

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