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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Integrated Wealth Concepts 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)
89,567
Value
$12.2M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of XOM by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689,567$12.2M0.1%−188,704−67.8%ReducedHolders
Q1 2026278,271$47.2M0.4%+116,500+72.0%AddedHolders
Q4 2025161,771$19.5M0.2%−109,996−40.5%ReducedHolders
Q3 2025271,767$30.6M0.3%+10,943+4.2%AddedHolders
Q2 2025260,824$28.1M0.3%+5,718+2.2%AddedHolders
Q1 2025255,106$30.3M0.4%+7,326+3.0%AddedHolders
Q4 2024247,780$26.7M0.3%+3,998+1.6%AddedHolders
Q3 2024243,782$28.6M0.3%+30,657+14.4%AddedHolders
Q2 2024213,125$24.5M0.3%+6,888+3.3%AddedHolders
Q1 2024206,237$24.0M0.3%+4,244+2.1%AddedHolders
Q4 2023201,993$20.2M0.3%−7,833−3.7%ReducedHolders
Q3 2023209,826$24.7M0.4%+3,276+1.6%AddedHolders
Q2 2023206,550$22.2M0.4%+27,114+15.1%AddedHolders
Q1 2023179,436$19.7M0.4%+53,387+42.4%AddedHolders
Q4 2022126,049$13.9M0.4%+1,899+1.5%AddedHolders
Q3 2022124,150$10.8M0.3%+4,505+3.8%AddedHolders
Q2 2022119,645$10.2M0.3%+15,681+15.1%AddedHolders
Q1 2022103,964$8.59M0.3%−112−0.1%ReducedHolders
Q4 2021104,076$6.37M0.2%−7,688−6.9%ReducedHolders
Q3 2021111,764$6.57M0.2%−1,130−1.0%ReducedHolders
Q2 2021112,894$7.12M0.3%+15,010+15.3%AddedHolders
Q1 202197,884$5.46M0.2%––Holders

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