Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
XOM holding history
ExxonMobil Holdings Corp in every 13F filed by Avitas Wealth Management 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 Q4 2024 holdings
- Shares (Q4 2024)
- 55,615
- Value
- $5.98M
- % of portfolio
- 0.8%
- Quarters held
- 10
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 55,615 | $5.98M | 0.8% | +203+0.4% | Added | Holders |
| Q3 2024 | 55,412 | $6.50M | 0.9% | +780+1.4% | Added | Holders |
| Q2 2024 | 54,632 | $6.29M | 0.9% | +176+0.3% | Added | Holders |
| Q1 2024 | 54,456 | $6.33M | 1.0% | +689+1.3% | Added | Holders |
| Q4 2023 | 53,767 | $5.38M | 0.9% | +1,785+3.4% | Added | Holders |
| Q3 2023 | 51,982 | $6.11M | 1.2% | −151−0.3% | Reduced | Holders |
| Q2 2023 | 52,133 | $5.59M | 1.0% | +476+0.9% | Added | Holders |
| Q1 2023 | 51,657 | $5.66M | 1.1% | −363−0.7% | Reduced | Holders |
| Q4 2022 | 52,020 | $5.74M | 1.2% | −318−0.6% | Reduced | Holders |
| Q3 2022 | 52,338 | $4.57M | 1.0% | +52,338 | New | Holders |